QCI Asset Management, Inc.
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QCI Asset Management, Inc. - overview
Established
1975
Location
Pittsford, NY, US
Primary Industry
Financial Services
About
Founded in 1975 and based in New York, US, QCI Asset Management, Inc. operates as an investment advisory company that provides financial planning, wealth and investment management, and retirement consulting services. In October 2021, Wealth Enhancement Group, LLC, a portfolio company of Onex and TA Associates, acquired QCI Asset Management, Inc. As of 2025, the company is led by its President and CEO, H.
Edward Shill QCI Asset Management provides fee-based investment management and fiduciary consulting services to corporations, institutions, and high-net-worth individuals. The company’s offerings include the QCI Balanced Fund, a mutual fund designed to provide a balance of current income and long-term capital growth. The QCI Balanced Fund allocates assets among stocks, bonds, and money market funds.
Current Investors
Wealth Enhancement Group, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
QCI Asset Management, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | QCI Asset Management, Inc. | - |
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