Questmont Virtual Family Office
- Company typePrivate
- Founded2013
- HeadquartersTampa, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Questmont Virtual Family Office firmographics
Firmographics- Name
- Questmont Virtual Family Office
- Legal name
- Questmont Virtual Family Office
- Website
- https://questmontvfo.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Questmont Virtual Family Office industry classification
Industry- Product category
- Wealth Management / Virtual Family Office Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525), Management Consulting Services (54161)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
- akta.pro secondary industries
- Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)
Keywords
Where Questmont Virtual Family Office is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Questmont Virtual Family Office business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Services: Questmont operates as a registered investment advisor offering comprehensive financial planning, wealth management, and estate planning services. Revenue is generated through advisory fees charged to clients for financial guidance and portfolio management services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom advisory services tailored to individual client needs |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Questmont Virtual Family Office product offering
Product offeringCore offering
Questmont Virtual Family Office delivers Virtual Family Office services — integrated financial planning, wealth management, and lifestyle planning — to high-net-worth individuals and families, alongside Liquidity & Exit Planning services for business owners preparing to sell. The firm assembles a curated team of experts (CFAs, Investment Bankers, M&A Attorneys) acting as the family's personal CFO, covering financial planning, estate planning, succession planning, tax and capital gains strategies, and exit strategy advisory.
Product overview
Questmont Virtual Family Office operates as a single unified service offering comprehensive financial advisory and wealth management solutions. The primary offering is the Virtual Family Office service, which provides integrated planning around goals, lifestyle, and generational financial stability. For business owners with complex financial needs, the firm offers specialized Liquidity & Exit Planning Services that include pre-sale planning, exit strategies, tax and capital gains strategies, estate planning, and succession planning, supported by a vetted team of financial experts.
Differentiator
Problem solved
Functional benefit
Companies that use Questmont Virtual Family Office
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Questmont Virtual Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Questmont Virtual Family Office partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Integrated PartnerscoreInvestment advice is offered through Integrated Partners, doing business as Questmont Virtual Family Office. This is a registered investment advisor relationship that enables Questmont to operate under the Integrated Partners regulatory umbrella.
Recent moves5 records
Expansion highlights4 records
Questmont Virtual Family Office competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Creative Planning is a large, nationally scaling RIA offering integrated financial planning, investment management, estate, and tax services to HNW clients. Its bundled wealth management offering directly overlaps with Questmont's virtual family office value proposition.
- Focus Financial Partners: Focus Financial Partners is a partnership platform of independent wealth management firms serving HNW clients. Questmont shares the multi-advisor, multi-family-office DNA and competes for similar client profiles, though Focus operates at vastly greater scale and as a public platform acquirer.
- Corient: Corient is a national wealth management firm serving ultra-HNW and HNW households with integrated investment, tax, estate, and lifestyle services. It overlaps directly with Questmont's virtual family office proposition, particularly its coordinated 'personal CFO' delivery model.
- Edelman Financial Engines: Edelman Financial Engines is a large national RIA providing comprehensive financial planning, investment management, and estate services to HNW households. It is a broad incumbent offering similar bundled planning services Questmont positions around, but with significantly greater scale and brand recognition.
- Sanctuary Wealth: Sanctuary Wealth is an RIA platform supporting independent advisors who serve HNW and ultra-HNW households with comprehensive planning. It is comparable to Questmont's Integrated Partners arrangement, providing compliance and platform support to wealth managers offering family-office-style services.
- HighTower Advisors: HighTower is a national RIA serving HNW individuals and families with coordinated wealth management, estate, and business exit services. It targets the same primary client persona as Questmont and offers a comparable multidisciplinary advisor model.
- Integrated Partners: Integrated Partners is the registered investment advisor through which Questmont delivers advice and is also its parent/strategic platform. It is a national RIA platform supporting independent advisors with compliance, technology, and investment capabilities, directly comparable as the operating umbrella Questmont builds on.
- Mariner Wealth Advisors: Mariner is a national RIA providing comprehensive wealth advisory, estate, tax, and exit planning to HNW families and business owners. It competes for the same primary buyer Questmont targets but offers broader geographic coverage and deeper institutional resources.
Direct peers
- Carson Group: Carson Group operates a large virtual family office / wealth management platform serving HNW individuals and business owners with coordinated advisory, investment, estate, and exit-planning services. It is one of the most direct comparables to Questmont's bundled 'personal CFO' model, but at significantly greater scale.
Emerging players
- Cetera Financial Group: Cetera is a network of independent financial advisors and wealth managers offering coordinated planning, investment, and estate services to HNW clients. It is comparable to Questmont in offering multi-service wealth support but primarily as a platform provider to independent advisors rather than as a single virtual family office.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Questmont Virtual Family Office social profiles
Digital presenceQuestmont Virtual Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
Questmont Virtual Family Office leadership team
Management profileNumber of profiles
Questmont Virtual Family Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Questmont Virtual Family Office 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 Questmont Virtual Family Office
What does Questmont Virtual Family Office do?
Questmont Virtual Family Office delivers Virtual Family Office services — integrated financial planning, wealth management, and lifestyle planning — to high-net-worth individuals and families, alongside Liquidity & Exit Planning services for business owners preparing to sell. The firm assembles a curated team of experts (CFAs, Investment Bankers, M&A Attorneys) acting as the family's personal CFO, covering financial planning, estate planning, succession planning, tax and capital gains strategies, and exit strategy advisory.
Is Questmont Virtual Family Office a public or private company?
Questmont Virtual Family Office is a private company. It is classified as corporate owned and is currently operating.
When was Questmont Virtual Family Office founded?
Questmont Virtual Family Office was founded in 2013. It employs 11 to 50 people.
Where is Questmont Virtual Family Office based?
Questmont Virtual Family Office is headquartered in Tampa, United States, in the North America region.
How does Questmont Virtual Family Office make money?
One revenue line is on record: investment Advisory Services.
Who are Questmont Virtual Family Office's main competitors?
Broad incumbents on record are Creative Planning, Focus Financial Partners, Corient, Edelman Financial Engines, Sanctuary Wealth, HighTower Advisors, Integrated Partners and Mariner Wealth Advisors. Carson Group is listed as a direct peer. Cetera Financial Group is listed as an emerging player.
Does Questmont Virtual Family Office have an API?
No public API is recorded for Questmont Virtual Family Office.
What industry is Questmont Virtual Family Office in?
Questmont Virtual Family Office's product category is Wealth Management / Virtual Family Office Services. Its primary akta.pro industry code is FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest), with a secondary code of FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 52592 and its SIC code is 6282.