OUR FIRM

INDEPENDENT
AND UNBIASED

Veracy operates with an unparalleled level of independence, ensuring an unbiased and client-centric focus. Placing the client’s best interest at the core of our strategy, we break free from potential competing interests that may arise in more conventional structures. This creates a foundation where our clients can trust that every decision and action is driven solely by our interest in their financial well-being.

The firm is led by WHITNEY ZETA and KENESHA BANFIELD who have worked together for over 15 years as trusted partners to ultra-high-net-worth individuals and families.

OUR SERVICES

MAKE SMARTER
DECISIONS BY
VISUALIZING YOUR
FINANCIAL LIFE

Veracy empowers each client with the financial clarity, holistic advice and strategic guidance needed to make confident and well informed decisions in the best interest of their family.

A DIFFERENTIATED EXPERIENCE WITH MULTIPLE LEVELS OF VALUE INCLUDING:

CENTRAL POINT
OF CONTACT

REAL-TIME
NET WORTH REPORTING

NETWORK
OF SPECIALISTS

DEEP EXPERIENCE
WITH UHNW FAMILIES

ADVISORY WITHOUT
MANAGING ASSETS

CONCIERGE-LEVEL
SERVICE

WORLD-CLASS
TECHNOLOGY

Veracy leverages industry leading technology to streamline and personalize the client experience. The tech-driven financial clarity yields additional opportunities for greater client impact and promotes better financial solutions.

  • Secure app for instant communication and document sharing
  • Real-time networth visualization via desktop and mobile platform
  • View investments across 550+ financial custodians
  • View critical data on illiquid assets like art, real estate, private equity, aircraft
  • Manage expenses and budgeting with customized spending and projection reports