Quattro Advisors
- Company typePrivate
- Founded2025
- HeadquartersPittsburgh, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Quattro Advisors firmographics
Firmographics- Name
- Quattro Advisors
- Legal name
- Quattro Advisors
- Website
- https://quattro-advisors.com
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Quattro Advisors industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Comprehensive Financial Planning (FSAEAAAA)
Keywords
Where Quattro Advisors is headquartered
LocationHeadquarters
- HQ city
- Pittsburgh
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Quattro Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Investment Advisory Fees: As a registered investment advisor, Quattro Advisors likely generates revenue through investment advisory fees, typically structured as a percentage of assets under management (AUM). This is the standard fee model for RIAs providing personalized investment management and financial planning services. The firm offers Form ADV 2A and Form CRS disclosures, which are regulatory documents that typically disclose fee arrangements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Customized investment management across multiple strategy tiers |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Quattro Advisors product offering
Product offeringCore offering
Quattro Advisors is a registered investment advisor that delivers customized investment management across four strategy tiers (Traditional Investments, Risk-Adjusted Multi Strategies, Private Investments, and Opportunistic Funds/Private Equity) and pairs those strategies with a Planning & Consulting service built on an Educate-Plan-Implement-Adapt methodology. The firm serves high-net-worth individuals and families seeking coordinated, education-driven financial planning and access to private/alternative investments.
Product overview
Quattro Advisors is an investment advisory firm offering four distinct investment strategy products: Traditional Investments (mutual funds, ETFs, individual stocks and bonds), Risk Adjusted Multi Strategies, Private Investments (real estate), and Opportunistic Funds/Private Equity. The firm complements its investment offerings with Planning & Consulting services guided by four principles: Educate, Plan, Implement, and Adapt, helping clients understand their financial choices and achieve their objectives through individualized financial planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Traditional Investments
Companies that use Quattro Advisors
Customer profileSegments3 records
Ideal customer profiles1 record
Quattro Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Quattro Advisors partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights4 records
Quattro Advisors competitors and assessment
Company assessmentBroad incumbents
- Carson Group: Large RIA and advisor support platform offering financial planning-led advisory services to HNW clients including access to alts. Comparable planning methodology and product mix.
- Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, traditional and alternative investments, and private wealth services to HNW clients. Compares to Quattro on service model and product breadth, though at vastly greater scale.
- Edelman Financial Engines: Large national RIA providing financial planning and investment management to mass-affluent and HNW households. Overlaps with Quattro in planning-led advisory, with much greater scale and digital infrastructure.
- CI Financial (now Assante/Russell Investments): Large wealth management firm offering advisory, portfolio management, and access to alternative investments through affiliated advisors. Overlaps with Quattro on product offering and HNW target.
- Focus Financial Partners: Aggregator of independent RIAs serving HNW clients with planning-led, advice-centric models. Many of its partner firms are direct comparables to Quattro in size and approach.
- Creative Planning: Major national RIA providing financial planning, investment management, and access to alternative investments including private real estate and PE. Directly comparable product offering with much larger AUM scale.
Direct peers
- Buckingham Strategic Wealth: Mid-sized RIA with a planning-led, education-first approach serving HNW individuals and families. Closely mirrors Quattro's service philosophy and target client.
- Private Advisor Group: Mid-sized independent RIA supporting financial advisors with planning, investment management, and alternative investment access. Comparable in scale and product offering to Quattro.
- Ritholtz Wealth Management: Mid-sized RIA known for content-driven, education-first client engagement and customized portfolio management. Shares Quattro's emphasis on client education and consultative relationship model.
- Sanctuary Wealth: Independent RIA platform offering advisors access to alts, planning support, and technology. Similar mid-market positioning with comparable product breadth including private investments.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Quattro Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quattro Advisors leadership team
Management profileNumber of profiles
Quattro Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quattro Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quattro Advisors
What does Quattro Advisors do?
Quattro Advisors is a registered investment advisor that delivers customized investment management across four strategy tiers (Traditional Investments, Risk-Adjusted Multi Strategies, Private Investments, and Opportunistic Funds/Private Equity) and pairs those strategies with a Planning & Consulting service built on an Educate-Plan-Implement-Adapt methodology. The firm serves high-net-worth individuals and families seeking coordinated, education-driven financial planning and access to private/alternative investments.
Is Quattro Advisors a public or private company?
Quattro Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Quattro Advisors founded?
Quattro Advisors was founded in 2025. It employs 1 to 10 people.
Where is Quattro Advisors based?
Quattro Advisors is headquartered in Pittsburgh, United States, in the North America region.
How does Quattro Advisors make money?
One revenue line is on record: investment Advisory Fees.
Who are Quattro Advisors's main competitors?
Broad incumbents on record are Carson Group, Mariner Wealth Advisors, Edelman Financial Engines, CI Financial (now Assante/Russell Investments), Focus Financial Partners and Creative Planning. Direct peers are Buckingham Strategic Wealth, Private Advisor Group, Ritholtz Wealth Management and Sanctuary Wealth.
Does Quattro Advisors have an API?
No public API is recorded for Quattro Advisors.
What industry is Quattro Advisors in?
Quattro Advisors's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.