Quorus Inc.
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Quorus Inc. - overview
Established
2022
Location
Westport, CT, US
Primary Industry
Software
About
Quorus Inc. , founded in 2022 in Westport, Connecticut, offers innovative portfolio management solutions, focusing on asset managers and financial advisors through its proprietary AlphaHarvest methodology. Quorus specializes in providing advanced portfolio management for asset managers and financial advisors. Founded in Westport, Connecticut.
In March 2026, Quorus Inc. raised USD 5 million in seed funding led by WisdomTree, with participation from Connecticut Innovations, and Nassau Financial Group, L. P. The company values its proprietary AlphaHarvest methodology as a key element of its service delivery.
Quorus specializes in delivering innovative portfolio management solutions primarily for asset managers and financial advisors. At the core of their offerings is the proprietary AlphaHarvest methodology, which integrates advanced tax management with real-time portfolio modeling capabilities. This service allows advisors to construct bespoke portfolios tailored to client specifications, focusing on maximizing after-tax investment returns. Quorus also provides tax-managed separately managed accounts (SMAs) and unified managed accounts (UMAs) that enhance existing investment strategies.
The company's digital platform streamlines operations, providing comprehensive reporting and operational efficiency. Quorus serves a diverse client base across various geographical markets, including the United States and select international regions, emphasizing a commitment to personalized, tax-efficient investment strategies. Quorus generates revenue through a combination of partnerships and subscription-based services offered to financial advisors and asset managers. The firm collaborates with clients to implement custom, tax-managed investment strategies, which typically involve transaction fees based on the assets under management (AUM) within the SMAs and UMAs.
Each partnership is structured to deliver tailored solutions, ensuring that clients receive optimal investment outcomes while maintaining operational efficiency. Although specific pricing details for individual products and services are not disclosed, the company's flagship offerings, such as the AlphaHarvest methodology, form a crucial part of the value proposition that Quorus presents to its clients, ensuring a competitive edge in the portfolio management landscape. The company plans to utilize the March 2026 funding to expand portfolio strategies, improve platform features, increase integrations, and boost go-to-market efforts with partners.
Current Investors
Connecticut Innovations, WisdomTree, Nassau Financial Group, L.P.
Primary Industry
Software
Sub Industries
e-Financial, Analytics & Performance Software, Accounting/Finance Software
Website
www.quorus.io
Verticals
Cloud Computing, FinTech, FinTech
Company Stage
Angel & Seed
Total Amount Raised
Subscriber access only

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