Technology is making investing more efficient. Direct Indexing is the next evolution of equity investing. It gives investors index results via direct purchase of the underlying equities in a separate account. By going direct and avoiding an index ETF or mutual fund, Veriti’s Direct Indexing technology offers the investor substantial tax benefits and the ability to personalize the account to align with their values.
Veriti is an investment platform available only through financial advisors. We provide one key service: low-cost direct indexing of public equities. This single tool is powerful, versatile, personalized and built to do good.
Our team has worked with direct indexing, institutional asset management and financial technology since the early 1990s. Together with our partners, we have collective senior level experience from some of the largest institutions in the space including Thomson Reuters, MSCI, Barra and Aperio. You’re in good hands.