Helios Quantitative

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

8757 Auburn Folsom Rd Unit 2371, Granite...

Phone Number

(916) 781-2332

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Helios Quantitative

Helios Quantitative offers outsourced Chief Investment Officer (CIO) services designed to enhance client outcomes and streamline investment management for financial advisors. Their services include quantitative investment models, advanced portfolio design, compliance documentation, and trading services, catering to a diverse clientele such as RIAs, independent advisors, and family offices. Helios aims to help advisors attract high-net-worth clients, improve operational efficiency, and navigate market volatility. With a focus on data-driven solutions, Helios supports advisors in delivering consistent results and maximizing their practice's potential.Explore more
Helios Quantitative's Social MediaPopular SearchesHelios Quantitative LLCHelios Financial LLCHelios Investments LLCHelios Quantitative Research LLCHelio Research LtdSIC Code 62,628NAICS Code 52,523Show more

Helios Quantitative Org Chart

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Paul Burke, Chief Operating Officer at Helios Quantitative
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Chief Operating Officer

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Associate VP, Research Operations & Analytics

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Helios Quantitative

<$5M
11-50
Private
-
2016
Paul Burke, Chief Operating Officer at Helios Quantitative
Paul BurkeChief Operating Officer
$5.3M
11-50
Private
<$5M
2008
SB
Spencer BoothVice President, Advisor Solutions
$5.3M
11-50
Private
-
2010
RL
Ryan LarsenFinancial Advisor
<$5M
11-50
Private
<$5M
1992
Jorge Rossell, Founder & Chief Executive Officer at Lynx Investment Advisory
Jorge RossellFounder & CEO
<$5M
11-50
Private
-
2004
NC
Nick ComonChief Operating Officer & Chief Compliance Officer, Amp
<$5M
11-50
Private
<$5M
1986
Adetola Odusote, Managing Director & Chief Executive Officer at Berkshire Asset Management
Adetola OdusoteManaging Director & CEO
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Helios Quantitative is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Helios Quantitative is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Helios Quantitative.

Helios Quantitative Tech Stack

A closer look at the technologies used by Helios Quantitative

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Frequently Asked Questions Regarding Helios Quantitative

What is Helios Quantitative's official website?
Helios Quantitative's official website is www.heliosdriven.com
What is Helios Quantitative's Revenue?
Helios Quantitative's revenue is <$5 Million
What is Helios Quantitative's SIC code?
Helios Quantitative's SIC: 62,628
What is Helios Quantitative's NAICS code?
Helios Quantitative's NAICS: 52,523
How many employees does Helios Quantitative have?
Helios Quantitative has 11-50 employees
What industry does Helios Quantitative belong to?
Helios Quantitative is in the industry of: Finance, Securities Trading
What is Helios Quantitative competition?
Helios Quantitative top competitors include: Lynx Investment Advisory, Newfound Research, Conrad Capital Management, Stonnington Group
What technology does Helios Quantitative use?
Some of the popular technologies that Helios Quantitative uses are: Cloudflare CDN, Proofpoint, HubSpot, Adobe Typekit
How do I contact Helios Quantitative?
Helios Quantitative contact info: Phone number: (916) 781-2332 Website: www.heliosdriven.com
What does Helios Quantitative do?

Helios Quantitative offers outsourced Chief Investment Officer (CIO) services designed to enhance client outcomes and streamline investment management for financial advisors. Their services include quantitative investment models, advanced portfolio design, compliance documentation, and trading services, catering to a diverse clientele such as RIAs,... independent advisors, and family offices. Helios aims to help advisors attract high-net-worth clients, improve operational efficiency, and navigate market volatility. With a focus on data-driven solutions, Helios supports advisors in delivering consistent results and maximizing their practice's potential.Read More

What are Helios Quantitative social media links?
Helios Quantitative Linkedin page Helios Quantitative Twitter page Helios Quantitative Facebook page
Is Helios Quantitative a public company?
Helios Quantitative is private company therefore does not currently have an official ticker symbol
See more information about Helios Quantitative

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