Referring a client to Veritas is a decision you will never regret, whether you’re an advisor,  an intermediary, or a commercial banker.  

Our strategy, process, and commitment will help enhance your client relationship, maximize its value, and ensure a positive outcome.

  • Veritas Financial Partners is backed by a $2 billion asset manager, and we have long-term capital to deploy.
  • We are a team of sophisticated financial professionals committed to delivering that rare combination of flexibility, speed, and certainty. 
  • Your client will thank you for introducing us, whether we close a deal or not.
 
ADVISORS - Click picture to learn more

ADVISORS - Click picture to learn more


INVESTMENT BANKERS - Click picture to learn more

INVESTMENT BANKERS - Click picture to learn more


BANKS - Click picture to learn more

BANKS - Click picture to learn more

 
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— Client Name, Title, Company