QuadCap Wealth Management

Financial Services • Frisco, Texas, United States • 21-50 Employees

Company overview

Headquarters	Frisco, Texas, United States
Phone number	+19728182400
Website	quadcapwm.com
NAICS	52
SIC	736
Keywords	Employee Benefits, Retirement Planning, Portfolio Management, Tax Planning & Preparation, Estate Planning, Legacy Planning
Founded	2009
Employees	21-50
Socials

Key Contacts at QuadCap Wealth Management

Connor Gross

Director Of Investments

David Blair

Chief Executive Officer

Chaney Patton

Director Of Operations

QuadCap Wealth Management Email Formats

QuadCap Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@quadcapwm.com), used 56% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@quadcapwm.com	56%
{first name}{last name}	johndoe@quadcapwm.com	36%
{last name}{last name}	doedoe@quadcapwm.com	8%

About QuadCap Wealth Management

QuadCap Wealth Management, LLC is a boutique financial planning firm located in Frisco, Texas. At QuadCap Wealth Management, we provide a truly personal, proactive, and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice. The QuadCap founders possess a unique blend of investment experience. This combination of traditional and non-traditional backgrounds allow us to view the marketplace with truly open eyes. With this perspective, we are able to create a diverse asset mix with vetted and evaluated products for the individual investor. Visit our website for more information.

QuadCap Wealth Management revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$400,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,000,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

C-Suite

Employees by Department

QuadCap Wealth Management has 18 employees across 4 departments.

Departments

Number of employees

Funding Data

QuadCap Wealth Management has never raised funding before.

QuadCap Wealth Management Tech Stack

Discover the technologies and tools that power QuadCap Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Priority Hints

Performance

Frequently asked questions

QuadCap Wealth Management is located in Frisco, Texas, US.

You can reach QuadCap Wealth Management at +19728182400.

QuadCap Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

QuadCap Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.