Quartz Partners

Troy, United States Founded: 2015 • Age: 11 yrs
Offers research-driven strategies, retirement plans, and support for financial advisors and employers.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 7 Brand Intelligence

About Quartz Partners

Quartz Partners is a company based in Troy (United States) founded in 2015. It operates as a B2B. Quartz Partners offers products and services including Investment Strategies, Employer Plans, and Advisor Solutions. Quartz Partners operates in a competitive market with competitors including PineBridge Investments, Merrill Edge, SPDG Ventures, Shareholders Foundation and Bedrock Succession, among others.

  • Headquarter Troy, United States
  • Sectors
    Financial Services
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  • Legal Name Quartz Partners, Llc
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
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  • Latest Funding Round
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Products & Services of Quartz Partners

Quartz Partners offers a comprehensive portfolio of products and services, including Investment Strategies, Employer Plans, and Advisor Solutions.

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Primary

Research-driven strategies for adapting to market environments

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Turnkey 401(k) and HSA plans with cost efficiency and protection

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Outsourced CIO and back office aid for scalable practices

Funding Insights of Quartz Partners

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Detailed funding history for Quartz Partners

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Investments & Acquisitions by Quartz Partners

Investments
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Investment portfolio details for Quartz Partners

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Financial Statements - Quartz Partners

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Detailed financials for Quartz Partners

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Quartz Partners Comparisons

Quartz Partners Primary company
Description
Offers research-driven strategies, retirement plans, and sup...
Location
Troy, United States
Founded Year
2015
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Quartz Partners

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Competitors of Quartz Partners

Quartz Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as PineBridge Investments, Merrill Edge, SPDG Ventures, Shareholders Foundation and Bedrock Succession, among others.

Company Name Domain Founded year HQ Location Description
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Diversified investment management in multi-asset and fixed income is conducted.
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Operates as an investment management and trading firm offering financial solutions.
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Operates as a diversified portfolio management firm for clients.
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Delivers comprehensive portfolio management services for investors.
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Growing businesses are acquired and supported by the investment firm.
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Provides financial advisory services tailored to the investment industry.
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Detailed competitors of Quartz Partners

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Latest news on Quartz Partners

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Complete news archive for Quartz Partners

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Frequently Asked Questions about Quartz Partners

Quartz Partners was founded in 2015.

Quartz Partners is headquartered in Troy, United States.

Quartz Partners Investment Management delivers dynamic asset allocation and portfolio solutions, focusing on research-driven strategies that adapt to market changes. Based in Saratoga Springs, NY, they serve financial advisors and employers with services like outsourced CIO support, turnkey retirement plans, and cost-efficient HSA solutions. Their offerings include real-time portfolio management and liability protection, emphasizing flexibility and innovation without promotional bias.

Quartz Partners's top competitors include PineBridge Investments, Bedrock Succession and Merrill Edge.

Quartz Partners offers Investment Strategies, Employer Plans, and Advisor Solutions.

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