Veritable, LP

Based in Pennsylvania, US, and founded in 1986, Veritable, LP, fka Stolper & Co. , operates as a company that provides unbiased, integrated investment solutions for families of substantial wealth. The company was founded by its co-CEO, Michael Stolper. In July 2023, Pathstone Family Office, LLC, a portfolio company of Lovell Minnick Partners, agreed to acquire Veritable, LP, from Affiliated Managers Group, Inc.

The transaction is expected to close in the second half of 2023. As of 2023, the company serves over 200 clients. The company provides a variety of comprehensive services designed to guide clients through the complexities of their financial lives, such as consult, which provides expert advice on business transactions, tax optimization, estate planning, and charitable giving; invest, which creates personalized investment plans that find a balance between income and growth tailored to each client's unique circumstances; curate, which maintains a trading desk to offer customized total-return strategies; and curate, which maintains a trading desk to offer customized total-return strategies. The firm also offers a discussion that allows for regular meetings and updates to establish requirements, reduce difficulties, and lead the route to financial success; protect, which guides clients through the complexities of the investment landscape, using their experience and reputation to negotiate terms and protect clients' interests; and report, which provides clients with access to comprehensive reports on their investment performance, net of taxes and fees, allowing them to evaluate the value of Veritable's advice and investment expertise.