QuadCap Wealth Management

Finance · Texas, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

7790 Main St, Frisco, Texas, 75033, Unit...

Phone Number

(972) 818-2400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
2

About QuadCap Wealth Management

QuadCap Wealth Management offers a comprehensive suite of financial planning services, including investment management, tax planning, estate planning, and retirement planning. The firm adopts a high-touch, interactive approach to ensure clients' financial decisions align with their goals and vision. Their services cater to individuals and families, particularly those preparing for retirement, corporate executives, and clients experiencing major life events. With over 16 years in business and assets under management exceeding a billion dollars, QuadCap serves clients across 42 states.Explore more
QuadCap Wealth Management's Social MediaPopular SearchesQuadcap Wealth ManagementQuadcap Wealth Management LLCQuadCapQuadCap Wealth Management WeSIC Code 62,628NAICS Code 52,523Show more

QuadCap Wealth Management Org Chart

DB
United States flag for contact location.

Chief Executive Officer

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
CR
United States flag for contact location.

Chief Financial Officer & Senior VP & Partner

PhoneEmail
NL
United States flag for contact location.

Chief Operating Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
MS
United States flag for contact location.

Vice President, Wealth Management

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is QuadCap Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to QuadCap Wealth Management

Compare insights from companies similar to QuadCap Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

QuadCap Wealth Management

<$5M
11-50
Private
-
2009
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
<$5M
2006
Carl McKnight, Founding Partner, President at Ironwood Wealth Management
Carl McKnightFounding Partner, President
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

QuadCap Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

QuadCap Wealth Management Tech Stack

A closer look at the technologies used by QuadCap Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding QuadCap Wealth Management

What is QuadCap Wealth Management's official website?
QuadCap Wealth Management's official website is www.quadcapwm.com
What is QuadCap Wealth Management's Revenue?
QuadCap Wealth Management's revenue is <$5 Million
What is QuadCap Wealth Management's SIC code?
QuadCap Wealth Management's SIC: 62,628
What is QuadCap Wealth Management's NAICS code?
QuadCap Wealth Management's NAICS: 52,523
How many employees does QuadCap Wealth Management have?
QuadCap Wealth Management has 11-50 employees
What industry does QuadCap Wealth Management belong to?
QuadCap Wealth Management is in the industry of: Finance, Securities Trading
What is QuadCap Wealth Management competition?
QuadCap Wealth Management top competitors include: Stockade Wealth Management, Furlong Investment Solutions, Focus Financial Network, Reynolds Wealth Management
What technology does QuadCap Wealth Management use?
Some of the popular technologies that QuadCap Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
Who is the CFO of QuadCap Wealth Management?
QuadCap Wealth Management's CFO is Cortnie Rodriguez
How do I contact QuadCap Wealth Management?
QuadCap Wealth Management contact info: Phone number: (972) 818-2400 Website: www.quadcapwm.com
What does QuadCap Wealth Management do?

QuadCap Wealth Management offers a comprehensive suite of financial planning services, including investment management, tax planning, estate planning, and retirement planning. The firm adopts a high-touch, interactive approach to ensure clients' financial decisions align with their goals and vision. Their services cater to individuals and families,... particularly those preparing for retirement, corporate executives, and clients experiencing major life events. With over 16 years in business and assets under management exceeding a billion dollars, QuadCap serves clients across 42 states.Read More

What are QuadCap Wealth Management social media links?
QuadCap Wealth Management Linkedin page
Is QuadCap Wealth Management a public company?
QuadCap Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about QuadCap Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.