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
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Quartz Partners, Llc
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Annual Revenue
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Net Profit
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Latest Funding Round
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Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Research-driven strategies for adapting to market environments
Turnkey 401(k) and HSA plans with cost efficiency and protection
Outsourced CIO and back office aid for scalable practices
Funding Insights of Quartz Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Quartz Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Quartz Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Quartz Partners Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| 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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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Quartz Partners
When was Quartz Partners founded?
Quartz Partners was founded in 2015.
Where is Quartz Partners located?
Quartz Partners is headquartered in Troy, United States.
What does Quartz Partners do?
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.
Who are the top competitors of Quartz Partners?
Quartz Partners's top competitors include PineBridge Investments, Bedrock Succession and Merrill Edge.
What products or services does Quartz Partners offer?
Quartz Partners offers Investment Strategies, Employer Plans, and Advisor Solutions.
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