Quadrant Private Wealth

Quadrant Private Wealth Overview

  • Founded
  • 2014
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Quadrant Private Wealth General Information

Description

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
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
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/
EBITDA
Post-Val Status Debt

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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 (United States) Formerly PE-Backed Camas, WA 0000 000 000000 - 000 000
0000000 000000000 Private Equity-Backed Boston, MA 0000 000.00 000000000 000.00
00000000 000000000 Private Equity-Backed Sacramento, CA 000 0000 000000000 0000

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
Herman Rij Co-Founding Partner
Kori Lannon Co-Founding Partner
Frank Lawler Chief Operating Officer