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VERITY ASSET MANAGEMENT

HQ - Durham, NC

Summary

Verity Asset Management offers wealth management and financial guidance services, providing solutions for individuals looking to maximize their financial success and well-being, both in the present and through retirement.

Deals Overview

Total Deals1

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Gordon T. Wegwart
President and Chief Investment Officer
Jeffrey A. Munsey
VP, Chief Information Officer
Amy L. Simonson
VP, Finance and Operations

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15 Jul 2025|United States|Diversified Financials

Target: VERITY ASSET MANAGEMENT

Bidder: SIMPLICITY GROUP HOLDINGS

2 Service Providers

1 Target | 1 Bidder

7 Dealmakers

4 Target | 3 Bidder

n/a

Value

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Senior Management

Gordon T. Wegwart
President and Chief Investment Officer
Jeffrey A. Munsey
VP, Chief Information Officer
Amy L. Simonson
VP, Finance and Operations