AI-powered
wealth management.
Built for you.
QuantaWealth puts the research capabilities of a $50M RIA team in the hands of any advisor. Portfolio intelligence, meeting prep, regime detection, life-event monitoring — continuously, under your brand.
15
Agents deployed
4,330
Tests passing
Live
Regime detection
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Early access members receive founding pricing and direct input on the product roadmap.
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How it works
Three steps to a smarter practice.
No complex onboarding. No months of setup. Connect your data, let AI learn your clients, and start delivering better outcomes immediately.
Connect your practice
Link your custodian, CRM, and client data. QuantaWealth ingests your existing workflows — no migration headache, no data re-entry.
AI learns your clients
Our agents analyze portfolios, detect life events, monitor risk, and generate meeting briefs — continuously, 24/7. Every insight runs under your brand.
Serve more, better
Prep time drops 80%. Client satisfaction rises. You handle twice the book with the same team — while every interaction feels deeply personal.
What we're building
Four products. One platform.
Built to compound intelligence over time.
Advisor OS
Complete practice management powered by AI. Automate meeting prep, performance reporting, compliance documentation, and client communications — while AI surfaces the insights that make you a better advisor.
Wealth Intelligence
Institutional research for any portfolio. Upload client holdings for AI-powered analysis, tax intelligence, real estate evaluation, net worth planning, and six managed long-term portfolio strategies.
Market Regime Detection
Running live. Continuously classifying market conditions across trend, volatility, and correlation — the intelligence layer every strategy and recommendation is built on.
QuantaEdge
Systematic trading platform combining regime detection, options/equity/futures flow analysis, and quantitative signals. Rule-based, risk-managed strategies that know when to trade and when to stay flat.
Built for independent advisors
Your practice.
Your brand.
Powered by AI.
QuantaWealth Advisor OS handles the 65% of your week consumed by administration — while surfacing insights that make every client conversation more valuable. Every output runs under your firm name. Clients never see QuantaWealth.
Join the advisor waitlist65%
of advisor time spent on non-client work
2×
more clients served with the same team
90+
minutes saved per client meeting
100%
white-label — your brand always
Meeting intelligence
Auto-generated briefing before every client call — portfolio performance, recent transactions, life events, and suggested talking points. Prep time drops from 90 minutes to 15.
Life event detection
AI monitors client communications for marriage, divorce, job change, inheritance, retirement, and home purchase — then surfaces relevant planning actions automatically.
Client financial tracking
Track income, expenses, debt, and cash flow per client. AI recommends investment allocation and new money deployment based on their financial picture and current market conditions.
Proactive client monitoring
Detects at-risk clients before they leave. Flags portfolio drift, missed check-ins, and engagement drops — with suggested outreach ready to send.
Real estate & document intelligence
Upload rent rolls, operating statements, and appraisals. AI analyzes cash flow, finds comparable sales, and builds discounted cash flow models using market-standard assumptions.
Complete white-label
Every report, client portal, and AI assistant runs under your firm name. Clients never see QuantaWealth. Your brand. Your relationship. Our engine.
What early users say
Built with advisors, not just for them.
“The meeting prep alone saves me 10 hours a week. My clients think I hired a whole research team.”
Early Access Advisor
Independent RIA, $85M AUM
“I went from managing 45 clients to 90 without adding staff. The AI catches things I would have missed.”
Beta Program Member
Wealth Advisor, Midwest
“The regime detection changed how I think about risk. I actually understand why my portfolio is positioned the way it is.”
Waitlist Member
Serious Individual Investor
Insights & research
Market intelligence. Published weekly.
Why Market Regime Detection Is the Most Underrated Edge in Portfolio Management
Most investors optimize strategies but ignore the environment those strategies operate in.
Read article →The Advisor Productivity Crisis: Why RIAs Are Losing the War on Time
The average financial advisor spends less than a third of their time on client-facing work.
Read article →Every decision documented. Every result published.
Get started
Ready to transform your practice?
Join advisors and investors already on the waitlist. Founding members get lifetime pricing and direct product input.
I'm interested in