Quorus simplifies tax-efficient investing for advisors, managing daily operations to boost business growth.
Location
Fairfield, CT, US
Founded
2022
Quorus focuses on providing tax-efficient investment solutions for financial advisors, enabling them to create personalized investment accounts based on asset managers' strategies. The firm offers tools for direct indexing and sub-advised client portfolios, allowing advisors to customize tax-managed portfolios with ease. Quorus's software integrates seamlessly into existing practices, helping advisors save time on administrative tasks and concentrate on growing their business.
The firm's key value proposition lies in its sophisticated tax-management software and sub-advisory services, which ensure that client accounts are effectively managed. By partnering with Quorus, advisors benefit from advanced portfolio management capabilities without sacrificing control over day-to-day operations. This unique approach allows advisors to offer their clients unparalleled customization and efficiency in tax-managed investing.
Quorus - Classification
Also Known As
Quorus Inc.
NAICS
520000Finance and Insurance
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities
6282Investment Advice
Show 8 more industry codes
NAICS
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
