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Quotient Wealth Partners

Quotient Wealth Partners Email Formats

Financial ServicesFlag of US5430 Lyndon B Johnson Fwy, Suite 1150, United States51-100 Employees

Quotient Wealth Partners Email Formats

Quotient Wealth Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@quotientwealth.com), used 58.8% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@quotientwealth.com
58.8%
{first name}.{last name}
john.doe@quotientwealth.com
41.2%

Key Contacts at Quotient Wealth Partners

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Christopher Mohring

Managing Director, Senior Wealth Advisor

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Suji Adams

Director Of Digital Marketing

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Brandon Ross

Co-Founder, Co-Ceo

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Jeffrey Ramsey

Director Of Operations

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Mitch Murphy

Director, Head Of Concierge Services

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Brenda Golden

Director, Business Service Analyst

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Brenda Fraga

Senior Director, Business Service Analyst

Company overview

Headquarters5430 Lyndon B Johnson Fwy, Suite 1150, Dallas, Texas 75240, US
Website
NAICS52
Keywords
Financial Advisor, Wealth Management, Retirement Planning, Wealth Transfer, Insurance, Financial Planning, Estate Planning, Tax Optimization & Planning, Personalized Investment Portfolios, Tax-Smart Distribution Planning
Founded2023
Employees51-100

About Quotient Wealth Partners

As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and results our clients are looking for. Call on us today to begin the journey towards the results that will define your financial tomorrows.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Vice President
Manager

Employees by Department

Quotient Wealth Partners has 38 employees across 8 departments.

Departments

Number of employees

Funding Data

Quotient Wealth Partners has never raised funding before.

Quotient Wealth Partners Tech Stack

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

jQuery Migrate

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

PHP

PHP

Programming languages

HSTS

HSTS

Security

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

AdRoll CMP System

AdRoll CMP System

Cookie compliance

Linkedin Insight Tag

Linkedin Insight Tag

Analytics

Priority Hints

Priority Hints

Performance

Google Tag Manager

Google Tag Manager

Tag managers

Frequently asked questions

Quotient Wealth Partners is located in 5430 Lyndon B Johnson Fwy, Suite 1150, US.
Quotient Wealth Partners was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Quotient Wealth Partners has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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