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Quantvex logo — Empowering wealth managers with technology to advise, educat...

Quantvex

Empowering wealth managers with technology to advise, educate, and engage clients in the financial planning journey.

Founded 2017 Venture round Financial Services, Fintech +1

General Information

Company Name Quantvex
Founded Year 2017
Industries Financial Services, Fintech, Wealth Management
Funding Stage Venture round
Social

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About Quantvex

Quantvex is a pioneering digital engagement and financial planning platform catering to the wealth management industry. Established in 2017 and backed by a Venture Round investment at 03 May 2018 from Hatton Consulting, Quantvex's mission is to empower wealth managers with the latest technology, enabling them to provide comprehensive advice, education, and engagement for their clients. With a focus on Financial Services, Fintech, and Wealth Management industries, Quantvex is dedicated to revolutionizing traditional wealth management practices, offering a futuristic approach to financial planning.

Business keywords: digital engagement, financial planning, technology, financial advisory, client education, digital platform, investing, client engagement, advisory technology

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round Undisclosed 1
Hatton Consulting
Hatton Consulting
03 May 2018

Quantvex Alternatives & Competitors

View All Alternatives
Quantvex vs
New Wealth, first-class WealthTech
New Wealth, first-class WealthTech Singapore

Mobile-first personalized advice technology, available to both end-investors & wealth management pro...

Non Equity Assistance
11 employees
Financial Services, Fintech
Quantvex vs
Ritter Daniher Financial Advisory LLC
Ritter Daniher Financial Advisory LLC United States

Fee-Only financial planning and wealth management firm in Cincinnati, OH. Serving clients nationwide...

10 employees
Financial Services, Wealth Management
Quantvex vs
Vestrata
Vestrata Luxembourg

Empowering Wealth Managers through Innovative Investment Solutions

Seed
2 employees
Financial Services, Fintech
View all alternatives

FAQ About Quantvex

Empowering wealth managers with technology to advise, educate, and engage clients in the financial planning journey.
Quantvex was founded in 2017.
Quantvex operates in Financial Services, Fintech and Wealth Management. Its work centres on digital engagement, financial planning, technology and financial advisory.
Quantvex has completed 1 funding round. The latest funding stage is Venture round.
Top alternatives and competitors to Quantvex include New Wealth, first-class WealthTech, Ritter Daniher Financial Advisory LLC, Vestrata, Wright Financial Group LLC, Deutsche Fintech Solutions GmbH. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Quantvex and New Wealth, first-class WealthTech are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Quantvex, https://www.bouncewatch.com/company/quantvex, updated 11 October 2024. When citing, please name BounceWatch and link this page.

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