About Verity Asset Management
Verity Asset Management is a Financial Services company based in Durham (United States) founded in 1996 by Amy L. Simonson, Sean J. McGill, Jeffrey A. Munsey, and Gordon T. Wegwart, and was acquired by Simplicity Group Holdings in July 2025. Verity Asset Management is focused on financial success solutions. It operates on a Professional Services model. Verity Asset Management offers products and services including Wealth Management, Financial Guidance, and Employer Retirement Plans. Its focus areas include Financials, Asset Management and Investment Advisory. Its legal entity is Verity Investments, Inc. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Verity Asset Management is engaged in providing financial solutions for individuals and employers. Services are offered in wealth management, financial guidance, and retirement plan management. The company is dedicated to maximizing financial success and well-being for clients through personalized advisory and cost-effective strategies. Operations are centered in the financial sector, addressing challenges with innovative approaches.
- Headquarters Durham, United States
- Founders Amy L. Simonson, Sean J. McGill, Jeffrey A. Munsey, Gordon T. Wegwart
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website verityinvest.com
- Social Facebook
- Acquired by Simplicity Group Holdings (Jul 2025)
- Legal Name Verity Investments, Inc.
- Investors
- Acquired bySimplicity Group Holdings
(Jul 2025)
Products & Services of Verity Asset Management
Verity Asset Management offers a comprehensive portfolio of products and services, including Wealth Management, Financial Guidance, and Employer Retirement Plans.
Portfolio optimization is provided with advisor collaboration.
Basic financial foundation review is offered for planning.
Retirement plan management solutions are delivered to employers.
Investors in Verity Asset Management
Verity Asset Management has secured backing from 1 investor. Prominent investors backing the company include Simplicity Group Holdings.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Insurance, investment, retirement, and business development services are provided. | 2003 | simplicitygroup.com | Summit, United States |
Investor details for Verity Asset Management
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People of Verity Asset Management
13 people are tracked at Verity Asset Management (6 in leadership, 7 in team).
| Name | Role | Group |
|---|---|---|
Amy L. Simonson | Co-Founder | Leadership |
Sean J. McGill | Co-Founder | Leadership |
Jeffrey A. Munsey | Co-Founder | Leadership |
Gordon T. Wegwart | Co-Founder | Leadership |
William R. Hopwood | Director, Workplace Savings | Leadership |
Amy S. Lindros | Director, Business Development | Leadership |
Gloria Solano | Office Manager | Team |
Troy Dryer | Branch Examiner | Team |
Michael Hazen | Compliance Operations Manager | Team |
Peter Hynes | Wealth Management Advisor | Team |
Joselyn Sicuro | Retirement Investment Advisor | Team |
Alexander Munsey | Technology Support | Team |
Ellen Bailey | Financial Advisor - Investment Advisor Rep. | Team |
Complete people profiles for Verity Asset Management
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Timeline of Verity Asset Management
2 dated milestones of Verity Asset Management across 29 years, from founding to its latest funding, stage changes and deals.
- Founded Verity Asset Management is founded.
- Exit Acquired by Simplicity Group Holdings.
Competitors of Verity Asset Management
Verity Asset Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Verity Asset Management
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Web traffic of Verity Asset Management
The website of Verity Asset Management (verityinvest.com) receives about 2.5K visits a month.
- Monthly visits2.5K
▲ 10.2% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Verity Asset Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Verity Asset Management
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Frequently Asked Questions about Verity Asset Management
Verity Asset Management was founded in 1996.
Verity Asset Management is headquartered in Durham, United States. It is registered at Durham, North Carolina, United States.
Verity Asset Management is engaged in providing financial solutions for individuals and employers. Services are offered in wealth management, financial guidance, and retirement plan management. The company is dedicated to maximizing financial success and well-being for clients through personalized advisory and cost-effective strategies. Operations are centered in the financial sector, addressing challenges with innovative approaches.
Verity Asset Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Verity Asset Management offers Wealth Management, Financial Guidance, and Employer Retirement Plans.
Verity Asset Management has 1 investor. Key investors include Simplicity Group Holdings.
Verity Asset Management operates through Verity Investments, Inc..
Yes. Verity Asset Management was acquired by Simplicity Group Holdings in July 2025.