Quadrant Private Wealth Overview

  • Founded
  • 2014

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Quadrant Private Wealth General Information


Provider of wealth management services. The company provides wealth management, investment management, business succession planning and financial planning services to individuals and business owners.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Parent Company
Primary Office
  • 1 West Broad Street
  • 11th Floor
  • Bethlehem, PA 18018
  • United States
+1 (610) 000-0000

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Quadrant Private Wealth Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Quadrant Private Wealth Comparisons

HQ Location
Total Raised
Post Valuation
Provider of wealth management services. The company provides wealth management, investment management, business successi
Other Financial Services
Bethlehem, PA


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Camas, WA
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Folsom, CA
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Quadrant Private Wealth Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Fisher Investments (Camas) Formerly PE-Backed Camas, WA 0000 000 000000 - 000 000
00000000 000000000 Private Equity-Backed Folsom, CA 000 0000 000000000 00
0000000 000000000 Private Equity-Backed Boston, MA 0000 000.00 000000000 000.00
You’re viewing 3 of 3 competitors. Get the full list »

Quadrant Private Wealth Executive Team (5)

Name Title Board Seat Contact Info
Jason Cort Co-Founding Partner & President
Brian Cort Co-Founding Partner & Chief Administrative Officer
Kori Lannon Co-Founding Partner & Private Wealth Advisor
Herman Rij Co-Founding Partner
Frank Lawler Chief Operating Officer & Partner
To view Quadrant Private Wealth’s complete executive team members history, request access »