Quantvex
A startup focused on digital engagement for the wealth management industry.
| Date | Investors | Amount | Round |
|---|---|---|---|
N/A | Seed | ||
| Total Funding | 000k | ||
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Quantvex was established in early 2017 as a technology-focused startup operating within the wealth management sector. The company was co-founded by Shang Chou, who also served as its CEO. Chou's background includes degrees from the Massachusetts Institute of Technology and the UCLA Anderson School of Management, providing a strong foundation in both technology and business strategy.
The firm's journey began within the UCLA Anderson Venture Accelerator, an incubator that supported its early-stage development. Quantvex successfully secured backing from venture capital firms, notably Fika Ventures, as well as other angel investors. This initial funding fueled the development of its core offering. The company is headquartered in Los Angeles, California.
Quantvex developed a digital engagement platform specifically designed for wealth managers. The platform's primary function was to provide financial advisors with an effective and regulatory-compliant tool to better advise, educate, and interact with their clients. Its services were aimed at enhancing the client experience and ensuring compliance in a changing regulatory landscape, such as the post-DOL Fiduciary Rule environment.
The company's trajectory took a significant turn on May 3, 2018, when it was acquired by Hatton Consulting, an independent wealth management firm. This acquisition represented a strategic move by Hatton Consulting to integrate Quantvex's digital platform into its own service offerings, aiming to improve the wealth management experience for its clientele. Following the acquisition, Quantvex became part of Hatton Consulting, marking the conclusion of its journey as a standalone, venture-backed entity.
Keywords: digital engagement platform, wealth management technology, client advisory tools, regulatory compliance software, financial technology, wealthtech, client engagement, investment education, Hatton Consulting acquisition, Shang Chou, Fika Ventures, UCLA Anderson Venture Accelerator, financial advisor tools, digital wealth solutions, client insights platform, fiduciary oversight, investment services technology, private wealth management software