
Quorus makes it easy for financial advisors to build customized, tax-efficient portfolios1-10 Employees
- Early StageStartup in initial stages
Quorus careers
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
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
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
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