Wealthquest
Highly Engaged Employees

Q: What is Wealthquest's official website?

Wealthquest's official website is www.wqcorp.com

Q: What is Wealthquest's Revenue?

Wealthquest's revenue is <$5 Million

Q: How many employees does Wealthquest have?

Wealthquest has 11-50 employees

Q: What industry does Wealthquest belong to?

Wealthquest is in the industry of: Finance , Securities Trading

Q: What is Wealthquest competition?

Wealthquest top competitors include: Fountainhead Wealth , Radnor Financial Advisors , Poulos Advisors , The Dowling Group

Q: What technology does Wealthquest use?

Some of the popular technologies that Wealthquest uses are: DocuSign, Cloudflare CDN, MailChimp, Embedly

Q: How do I contact Wealthquest?

Wealthquest contact info: Phone number: (513) 530-9700 Website: www.wqcorp.com

Q: What does Wealthquest do?

Wealthquest is a Cincinnati-based wealth management firm that offers integrated planning, investment, and tax services tailored to the financial goals of individuals, families, business owners, and corporate executives. The firm emphasizes a coordinated approach to wealth management, providing all services under one roof for a simple fee. Wealthque... st has been recognized for its workplace culture and growth, being named one of the Best Places to Work and a Top 300 RIA. Their mission is to simplify clients' financial lives through comprehensive and collaborative financial strategies. Read More

Q: What are Wealthquest social media links?

Wealthquest Linkedin page Wealthquest Facebook page

Q: Is Wealthquest a public company?

Wealthquest is private company therefore does not currently have an official ticker symbol

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

50 E Business Way Ste 120, Cincinnati, O...

Phone Number

(513) 530-9700

Website

www.wqcorp.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Wealthquest

Wealthquest is a Cincinnati-based wealth management firm that offers integrated planning, investment, and tax services tailored to the financial goals of individuals, families, business owners, and corporate executives. The firm emphasizes a coordinated approach to wealth management, providing all services under one roof for a simple fee. Wealthquest has been recognized for its workplace culture and growth, being named one of the Best Places to Work and a Top 300 RIA. Their mission is to simplify clients' financial lives through comprehensive and collaborative financial strategies.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Wealthquest Org Chart

Wade Daniel

Chief Executive Officer

Phone

Patrick Hayes

Chief Compliance Officer

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthquest

<$5M

11-50

Private

2006

Wade DanielCEO

RW Wealth

<$5M

1-10

Private

1994

Katie NortonProject Manager

Fountainhead Wealth

<$5M

11-50

Private

<$5M

2005

Aleen GordonFinancial Planning Assistant

Radnor Financial Advisors

<$5M

11-50

Private

1989

Sean FitzPatrickManaging Director

Gerson Wealth Management

<$5M

1-10

Private

2016

N/A

Poulos Advisors

<$5M

1-10

Private

Kyle AbrahamovichPresident

The Dowling Group

<$5M

1-10

Private

1979

Joseph DowlingCEO & Chairman

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Wealthquest Tech Stack

A closer look at the technologies used by Wealthquest

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Frequently Asked Questions Regarding Wealthquest

What is Wealthquest's official website?

Wealthquest's official website is www.wqcorp.com

What is Wealthquest's Revenue?

Wealthquest's revenue is <$5 Million

What is Wealthquest's SIC code?

Wealthquest's SIC: 62,628

What is Wealthquest's NAICS code?

Wealthquest's NAICS: 52,523

How many employees does Wealthquest have?

Wealthquest has 11-50 employees

What industry does Wealthquest belong to?

Wealthquest is in the industry of: Finance, Securities Trading

What is Wealthquest competition?

Wealthquest top competitors include: Fountainhead Wealth, Radnor Financial Advisors, Poulos Advisors, The Dowling Group

What technology does Wealthquest use?

Some of the popular technologies that Wealthquest uses are: DocuSign, Cloudflare CDN, MailChimp, Embedly

How do I contact Wealthquest?

Wealthquest contact info: Phone number: (513) 530-9700 Website: www.wqcorp.com

What does Wealthquest do?

What are Wealthquest social media links?

Wealthquest Linkedin page Wealthquest Facebook page

Is Wealthquest a public company?

Wealthquest is private company therefore does not currently have an official ticker symbol

See more information about Wealthquest

Wealthquest Latest Hires and Their Positions

Wealthquest is expanding and recently hired new employees. Here are the latest additions to the team.

Shelly Spiller

Office Manager

Joined May 21, 2026

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