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
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Quadrant Private Wealth Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Quadrant Private Wealth‘s full profile, request access.

Request a free trial

Quadrant Private Wealth Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of wealth management services. The company provides wealth management, investment management, business successi
Asset Management
Bethlehem, PA
000000000000

000000 0

olore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliqu
00000 0000000000
Camas, WA
0000 As of 0000
000
000000 - 000 000

0000000

eniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute
0000000 000000
Fairfax, VA
0000 As of 0000
000.00
0.00 0000-00-00
00000000000 000.00
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

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 Corporate Backed or Acquired Fairfax, VA 0000 000.00 00000000000 000.00
00000000 000000000 Private Equity-Backed Sacramento, CA 000 0000 000000000000 0000
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
Herman Rij Co-Founding Partner
Kori Lannon Co-Founding Partner
Frank Lawler Chief Operating Officer
To view Quadrant Private Wealth’s complete executive team members history, request access »