Veriti’s direct indexing solution approaches one billion assets under management in less than 3 years

The direct indexing platform, launched in 2018, offers innovative and forward-thinking portfolio management with robust analysis and optimization capabilities

BOSTON, August 12, 2021– (BUSINESS WIRE) –Veriti Management LLC (Veriti), a direct indexed financial technology and asset management company, is pleased to announce that it surpassed $ 900,000,000 in assets under management (AUM) earlier this summer. At the same time, in the first half of 2021, Veriti continued to add institutions and private wealth advisers in 12 different custodial relationships.

Veriti quickly caught the interest of advisors and institutional channels for their ability to establish hyper-personalized separately managed accounts with their proprietary algorithms and technologies.

Jim Dilworth, Co-Founder and Head of Advisory and Institutional Channels at Veriti, said: “Institutional and retail investors have spoken and their message is clear: They demand alignment between their portfolios and their values. Meanwhile, today’s robust technology promotes these results with additional benefits, including substantial tax savings, all through direct indexing. We’re excited for the future as we approach our 2021 target of $ 1 billion in assets under management, and there’s nothing but momentum behind our back. “

There is a pressing need for personalized investor portfolios that reflect investor values ​​and meet their financial goals and tax-loss harvesting requirements. Direct indexing, powered by the goals and mandates of Environmental Social Governance (ESG) and Socially Responsible Investment (SRI), represents an age-old seismic trend in the industry, putting the power in the hands of the advisor to meet the demands of the industry. investor expectations. In turn, Veriti anticipates continued growth as more and more investors around the world work thoughtfully to align their investment portfolios with their beliefs and values.

Veriti’s future-ready direct indexing solution facilitates responsible investing, the continued harvest of tax losses, tax-efficient account transitions and giving strategies at costs similar to those of many ETFs. Over the next few months, Veriti plans to unveil a new portal that will enhance the advisor experience while helping achieve desired results for investors.

Co-Founder David Beatty says, “It is encouraging to see direct indexing experience accelerated adoption and the recognition that it is in the best interests of customers. I have deployed direct indexing to clients for over 20 years with multiple multi-family offices due to its greater tax efficiency and the ability to customize each account according to the client’s personal beliefs and values. It is very gratifying to know that this approach provides excellent investment results while satisfying the investor’s desire to do well.

For those interested in learning more about Veriti, please visit or feel free to contact a consultant.

About Veriti Management LLC:

Founded in 2018, Veriti Management LLC (“Veriti”) is designed to do good. Veriti’s direct index technology offers institutional investors and wealth advisers the ability to tailor investment strategies to align with the values ​​of contemporary investors as well as the opportunity to take advantage of substantial tax benefits. Veriti provides a key service: low cost direct indexing of public stocks. Veriti’s approach is powerful, versatile and personalized. To learn more, visit or write to [email protected] to request more information.

Veriti Management LLC (Veriti) is a registered investment adviser with the United States Securities and Exchange Commission. Such registration does not imply endorsement, or any level of skill or training, and no conclusion to the contrary should be made. Veriti, its strategies and other information are described in more detail in Part 2 of Veriti’s current ADV Form, available on request. The referenced strategies and / or investments may not be suitable for all investors as the suitability of a particular investment or strategy will depend on the individual investor’s situation and objectives. Any investment in securities presents the risk of financial loss as well as gain. The information in this report (including market values ​​and other data) has been obtained from sources believed to be reliable. We cannot guarantee the accuracy or completeness of this information and we assume no responsibility for any damages resulting from or arising from the use of this information. For more information, please visit our website at

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