Quorus company logo
Quorus makes it easy for financial advisors to build customized, tax-efficient portfolios1-10 Employees
  • Early Stage
    Startup in initial stages
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Quorus careers

Quorus makes it easy for financial advisors to build customized, tax-efficient portfolios
Quorus partners with asset managers to provide fully customizable, tax-efficient versions of their investment strategies to investment advisors and their clients.

With our platform, financial advisors can select an investment strategy provided to us by one of our asset manager partners, apply customization's to meet their client's needs, and leave it to us to regularly re-balance the account to stay in line with the target strategy and tax-loss harvest as opportunities arise. This creates the potential for better after-tax returns and decreased portfolio risk.

We serve three customers:
- The asset managers whose investment strategies we offer on our platform
- The financial advisors who use our platform to offer personalization and tax-loss harvesting to their clients
- The advisor's clients, whose money we are charged with managing
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Scott Shumway
Avatar for Scott Shumway
Valuation

$6M

Funded over

1 round

Latest round

Seed (Mar 2023)

Medical, dental and vision

Ownership of the company you're helping to build

Work from anywhere

21 days pto

Professional development stipend

+1 more
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