Quotient Wealth Partners

What Quotient Wealth Partners does

Quotient Wealth Partners is an SEC-registered, fee-only Registered Investment Advisor headquartered in Dallas, Texas, founded in 2023 by Brandon Ross, Jonathan Blumenthal and partners after their tenure in Goldman Sachs' Personal Financial Management division. The firm delivers integrated wealth management to high-net-worth individuals, corporate executives, retirees, business owners, and emerging-wealth clients, supported by an internal Wealth36Q° client platform, a proprietary Q-Score discovery tool, AI-assisted planning features, and a roster of roughly 20 employer-specific specialization pages covering energy, technology, defense, financial services, industrial, and telecommunications employees.

The firm's product surface is organized into Core Solutions (financial planning, investment management, tax strategy and preparation, retirement planning, benefits and compensation, healthcare and family support, insurance and risk management, and estate planning), Workplace Solutions sold to corporate employers (Executive Wealth Counseling, Retirement Readiness, Financial Wellness), Family Office Services for HNW families, and the Tri-Q Core Private Markets Fund for qualified-investor access to private equity, debt, real estate, and infrastructure. Custody and operations are routed through Fidelity, Charles Schwab, and the Dynasty Financial Partners platform, while eMoney powers planning analytics, Cariloop delivers caregiving support, and Carefull provides AI-driven fraud monitoring and identity theft coverage.

Quotient earns revenue through a recurring, AUM-based fee model with annual billing, charging a percentage of client assets under management with no commissions, product sales incentives, or third-party payouts. With 65 employees, 2,000+ client households, and $4.4B AUM as of late 2025 (up from $2.5B approximately two years prior), the firm has scaled through organic growth alone, deliberately avoiding private equity investment, and operates across six physical offices in Texas, Colorado, New Jersey, and California with virtual consultation support.

Name

Quotient Wealth Partners

Legal name

Quotient Wealth Partners, LLC

Website

https://quotientwealth.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

51–100 employees

Short description

Quotient Wealth Partners is a fee-only, SEC-registered RIA founded in 2023 that provides integrated wealth management, financial planning, and tax services to high-net-worth individuals, corporate executives, retirees, and business owners, managing approximately $4.4B across 2,000+ households.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

Keywords

• Wealth management services
• Investment advisory
• Financial planning services
• Retirement planning
• Estate planning services

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Assets Under Management (AUM) Fees: Fee-only model where clients pay a percentage of assets under management for comprehensive wealth management services. As an SEC-registered investment adviser, they operate under fiduciary standard without commissions or product sales incentives.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Quotient Wealth Partners is a fee-only, SEC-registered investment advisory firm that delivers integrated wealth management and financial planning services to individuals, families, corporate executives, and business owners. Its offering spans financial planning, investment management, tax strategy and preparation, retirement planning, benefits and compensation optimization, estate planning, and insurance/risk management, delivered through fiduciary advisors and a proprietary Wealth36Q° client platform.

Product overview

Quotient Wealth Partners is a fee-only, SEC-registered investment advisory firm offering integrated financial solutions as a unified platform. The core offering combines comprehensive wealth management services (Financial Planning, Investment Management, Tax Strategy & Preparation, Retirement Planning, Benefits & Compensation, Healthcare & Family Support, Insurance & Risk Management, and Estate Planning & Wealth Transfer) augmented by Workplace Solutions for employers and Family Office Services for high-net-worth clients. The firm operates through its Wealth36Q° client platform and complements its services with partner integrations including Carefull for fraud protection and Cariloop for caregiving support. For qualified investors, the firm offers access to the Tri-Q Core Private Markets Fund for private market investments. All services are delivered through a fiduciary model with over 150 years of combined advisor experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Management (Core Solutions) Integrated fee-only wealth management covering financial planning, investment management, tax strategy and preparation, retirement planning, benefits and compensation, healthcare and family support, insurance and risk management, and estate planning for high-net-worth individuals, families, corporate executives, and business owners.
• Workplace Solutions Employer-sponsored financial wellbeing programs including Executive Wealth Counseling, Retirement Readiness, and Financial Wellness workshops, sold to corporate employers as employee benefits.
• Family Office Services Comprehensive family office services providing integrated wealth management, investment, tax, estate, and lifestyle support for high-net-worth families.
• Tri-Q Core Private Markets Fund Custom private market fund spanning equity, debt, real estate, and infrastructure, providing qualified investors with access to diversified private market opportunities.
• Executive Wealth Counseling Specialized advisory service for senior executives addressing complex compensation structures including equity awards, deferred compensation, RSUs, stock options, and concentration risk.

Quantifiable outcome

• AUM grew from $2.5 billion to $4.4 billion in two years (76% growth)
• +2 more outcomes

Named customers3 records

Segments10 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability2 records

Feature3 records

Partnerships

Six partnerships are on record, tiered supporting and core.

• CariloopsupportingStrategic or Co-development Partner · 1 April 2026Caregiving support services partnership bringing caregiving support to Quotient's clients and top advisors. Cariloop's platform integrates into Quotient's financial offerings to help families manage caregiving and financial decisions more effectively.
• CarefullsupportingStrategic or Co-development Partner · 8 October 2025Financial safety platform partnership providing AI-powered transaction monitoring, ScamCheck verification tool, and $1 million in identity theft insurance coverage along with support from Carefull's live care team. Addresses evolving fraud threats as financial services move online.
• Fidelity InvestmentscoreOthersRecommended custodian partner providing investment management, retirement planning, brokerage services, and employee benefit programs. One of the world's largest providers of financial services serving over 32 million individuals and 13,000 financial institutions.
• Charles SchwabcoreOthersRecommended custodian partner providing custodial, operational and trading support. With over $12 trillion in total client assets, Schwab offers direct deposit, online bill pay, check writing, debit cards, and banking services through Charles Schwab Bank (FDIC insured).
• Dynasty Financial PartnerscoreTechnology or IntegrationMulti-layered platform providing end-to-end business support, investment and operational administrative services. Dynasty's relationships with top portfolio managers and research firms enable access to distinctive products and comprehensive service delivery.
• eMoneysupportingTechnology or IntegrationFinancial planning technology platform providing deep analysis and comprehensive planning functionality to serve complex financial planning needs of clients today and in the future.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Mariner Wealth Advisors: PE-backed, national RIA providing comprehensive wealth advisory, tax, estate, and family office services to HNW clients. Comparable in integrated offering and growth-by-acquisition trajectory, though Quotient has so far grown organically.
• Mercer Advisors: PE-backed, national RIA specializing in HNW and retirement-income planning with a strong fiduciary, fee-only model. Comparable target market and integrated planning approach, with a much larger multi-state footprint.
• Moneta Group: Independent, employee-owned RIA serving HNW individuals, families, and business owners with integrated wealth management. Comparable in scale, fee-only fiduciary model, and multi-office U.S. footprint, and is often cited alongside Creative Planning and Mariner as a peer for independent RIA benchmarks.
• Carson Group: PE-backed wealth management firm offering advisor coaching, technology, and a fee-only RIA platform serving HNW clients. Comparable integrated wealth planning and educational content emphasis.
• Edelman Financial Engines: Large national fee-only RIA combining workplace financial planning programs with HNW advisory services. Closely comparable to Quotient's hybrid direct-to-consumer and Workplace Solutions (employer-sponsored) distribution model.
• Hightower Advisors: PE-backed RIA partnership platform aggregating independent advisor teams. Comparable fee-based RIA model and HNW focus; differs in using an M&A-driven growth model rather than Quotient's organic approach.
• Creative Planning: One of the largest U.S. independent, fee-only RIAs serving HNW individuals and families with integrated financial planning, investment management, and tax services. Highly comparable in business model, fee structure, and target client to Quotient Wealth Partners, though at significantly greater scale.

Emerging players

• Facet Wealth: Tech-enabled, fee-only RIA offering flat-fee financial planning and investment management virtually. Comparable fee-only fiduciary model and integrated planning, but with a digital-first delivery model rather than Quotient's office-based, advisor-led approach.

Broad incumbents

• Schwab Wealth Advisory: Custodian-affiliated advisory service from Charles Schwab, one of Quotient's recommended custodians. Targets a similar HNW audience with integrated planning, and represents a potential competitive alternative for clients seeking a low-friction, large-institution option.
• Goldman Sachs Personal Financial Management (United Capital): Goldman's mass-affluent advisory business that absorbed Quotient's founders when it acquired United Capital. Highly relevant historical and product comparable, but now part of a much larger Wall Street platform rather than an independent RIA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/quotientwp
• Facebookfacebook.com/quotientwealth
• LinkedInlinkedin.com/company/quotient-wealth-partners
• Instagraminstagram.com/quotientwealth

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quotient Wealth Partners