QuantRidge

What it does

Wealth management and financial intelligence software for individual investors, RIAs, and financial advisory firms. AI research, tax-loss harvesting, retirement and estate planning — a flat fee, not a 1% AUM cut.

Wealth management and financial intelligence software for individual investors, RIAs, and financial advisory firms. AI research, tax-loss harvesting, retirement and estate planning — a flat fee, not a 1% AUM cut. From $175/month (Founding 50 at $150) with a 14-day free trial.

A 1% advisor fee costs $10,000 a year on a $1M portfolio — every year, forever, whether markets rise or fall. QuantRidge gives you the same research depth, tax optimization, and retirement & estate planning for a flat $175/month, so your money keeps compounding for you. Wealth management shouldn't cost more every year just because you saved more. Yet that's exactly what a 1% AUM fee does. Meanwhile your accounts sit in five places, your tax picture is a year-end scramble, and nobody — including your family — can see the whole plan in one place. QuantRidge organizes all of it — for a flat fee that never grows with your balance. Most people rebuild their financial life from scratch at every…from quantridge.net

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