Quorus

About Quorus

Quorus empowers asset managers and financial advisors with innovative solutions for custom portfolio management, blending sophisticated tax management and automation to deliver better outcomes for actively managed portfolios.

Products & Services

AlphaHarvest:A proprietary methodology that balances traditional manager alpha with tax alpha to generate optimal after-tax outcomes for clients.

Custom Investment Portfolios:Bespoke portfolios combining sophisticated tax management with ticker-level customization.

Digital Platform:A platform offering real-time portfolio modeling, account establishment, and comprehensive reporting for advisors and asset managers.

Solutions for Asset Managers:Custom, tax-managed separately managed accounts (SMAs) and unified managed accounts (UMAs) to enhance investment strategies.

Solutions for Financial Advisors:Bespoke portfolio solutions with advanced tax management to deliver personalized, tax-efficient investment strategies.

Specialties

Custom Portfolio Management Tax Management Automation Active Tax Management Separately Managed Accounts (SMAs) Unified Managed Accounts (UMAs)

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Seed T: - FT: Seed	A: 5000000 MR: - FA: $5 million FAN: 5000000	D: 2026-03-17 FD: 2026-03-17	3 investors

Seed Latest

2026-03-17

$5.0M

3 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

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Mock Up

Team & Leadership

J

John Hill

CO-FOUNDER, CEO

S

Scott Shumway

CO-FOUNDER, CTO

LinkedIn (Pro only)

K

Kyle Birmingham

PORTFOLIO MANAGER

LinkedIn (Pro only)

Recent News

Quorus Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised