QuickVest

Finance · California, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

23 Corporate Plaza Dr Ste 150, Newport B...

Revenue

<$5 Million

Industry

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

About QuickVest

Quickvest offers personalized investment advice and planning services tailored for new investors. Utilizing easy-to-use technology, they provide automated investment management, daily monitoring by ProCore Advisors, and a variety of affordable ETF models to match individual risk tolerances. Their low-cost approach allows clients to start investing without minimum deposit requirements, making investment accessible to everyone. Quickvest emphasizes a user-friendly experience with digital account management and direct access to certified financial planners for personalized support.Explore more
QuickVest's Social MediaPopular SearchesQuickvestquickvest.comSIC Code 62,628NAICS Code 52,523Show more

QuickVest Org Chart

PhoneEmail
BW
United States flag for contact location.

Chief Investment Officer

PhoneEmail

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

Is QuickVest 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 QuickVest

Compare insights from companies similar to QuickVest, 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

QuickVest

<$5M
11-50
Private
-
2015
BW
Bryan WardChief Investment Officer
$6M
11-50
Private
-
2009
SW
Steven WatkinsManager, Real Estate
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

QuickVest Tech Stack

A closer look at the technologies used by QuickVest

Top Finance Companies

Frequently Asked Questions Regarding QuickVest

What is QuickVest's official website?
QuickVest's official website is www.quickvest.com
What is QuickVest's Revenue?
QuickVest's revenue is <$5 Million
What is QuickVest's SIC code?
QuickVest's SIC: 62,628
What is QuickVest's NAICS code?
QuickVest's NAICS: 52,523
How many employees does QuickVest have?
QuickVest has 11-50 employees
What industry does QuickVest belong to?
QuickVest is in the industry of: Finance, Securities Trading
What is QuickVest competition?
QuickVest top competitors include: Watkins Investments, Christian Ortez, AIF - LPL Financial, Hedge Fund Center, Spencer United Holdings
What technology does QuickVest use?
Some of the popular technologies that QuickVest uses are: SEDO Parking, Squarespace Online Stores, Adobe Typekit, YouTube
What does QuickVest do?

Quickvest offers personalized investment advice and planning services tailored for new investors. Utilizing easy-to-use technology, they provide automated investment management, daily monitoring by ProCore Advisors, and a variety of affordable ETF models to match individual risk tolerances. Their low-cost approach allows clients to start investing... without minimum deposit requirements, making investment accessible to everyone. Quickvest emphasizes a user-friendly experience with digital account management and direct access to certified financial planners for personalized support.Read More

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

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.