Summary

Quadrant Private Wealth

Founded in 2005

Description

Dedicated to serving each client, Quadrant provides comprehensive and creative investment management solutions to individuals, families and institutions relevant to their unique financial needs, position and goals.

Strengths

  • Quadrant Private Wealth has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Since Quadrant Private Wealth was founded, the company has grown faster than the industry average

Weaknesses

  • Variance of revenue growth is more than the industry average

Annual Revenue

Quadrant Private Wealth's annual revenue

$5747000

Based on Kona Equity data

  • Revenue per employee

    $233269

  • Variance of revenue growth

    1.2

  • Annual revenue growth since founding

    $301316

  • Revenue growth rate from first known quarter to current

    60.7%

Employee Count

26 employees

  • Employee growth rate from first known quarter to current

    45.0%

Executives

Michael Susser

CEO

m**@quadrantprivate.com

Kori Lannon

Founding Partner, Private Wealth Advisor

k**@quadrantprivate.com

Jason Cort

President

j**@quadrantprivate.com

Doug Markewich

Vice President, Family Wealth

d**@quadrantprivate.com

Debbie Doyle

Vice President, Investment Management & Portfolio Manager

d**@quadrantprivate.com

Jamie Abbott

Vice President, Finance

j**@quadrantprivate.com

Brian Cort

Founding Partner

b**@quadrantprivate.com

Monika Ramke

Vice President, Investment Operations

m**@quadrantprivate.com

Frank Lawler

Chief Operating Officer

f**@quadrantprivate.com

Stephanie Komarnisky

Senior Manager, Client Experience & Administration

s**@quadrantprivate.com

Vern Doerksen

Manager, Private Wealth

v**@quadrantprivate.com

Maricel Cantos

Service Team Administrator

m**@quadrantprivate.com

Paul Bruch-Wiens

Manager, Private Wealth

p**@quadrantprivate.com

Maria Buan

Manager, Finance & Administratiom

m**@quadrantprivate.com

G Score - 5

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

720 - One Lombard Pl 
Winnipeg, Manitoba  R3B 0X3

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Yorkville Asset Management

yorkvilleasset.com
  • Founded in 2010
  • Location: Toronto, Ontario
  • Annual Revenue: $4.6M
  • Employees: 20
  • Yorkville Asset Management is an independent investment boutique that provides wealth management, estate and tax planning, portfolio management, and capital markets debt and equity advisory services to high net worth individuals, foundations, instituti...

Quillion Wealth Management

quillionwm.com
  • Founded in 2013
  • Location: Baltimore, MD
  • Annual Revenue: $5.3M
  • Employees: 10

Netwealth Investments United Kingdom

netwealth.com
  • Founded in 2015
  • Location: London, Essex
  • Annual Revenue: $6.0M
  • Employees: 21
  • Netwealth uses cutting-edge technology and an expert team to provide a cost-effective wealth management service. See how we can help manage your investments.

EP Wealth Advisors

epwealth.com
  • Founded in 2004
  • Location: Torrance, CA
  • Annual Revenue: $32.2M
  • Employees: 86
  • EP Wealth Advisors is a fee-only financial advisory firm that provides comprehensive wealth management services. With over 30 years of experience, our regional directors in the Lafayette office have been trusted by Bay Area families. We offer personali...

Newport Private Wealth

newportprivatewealth.ca
  • Founded in 2001
  • Location: Toronto, Ontario
  • Annual Revenue: $21.8M
  • Employees: 14
  • Newport Private Wealth specializes in wealth management, providing investment and financial advice for high net worth clients. Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast...

FundShop

fundshop.com.pk
  • Annual Revenue: $5.6M
  • Employees: 18
  • FundShop is an Investment Advisory and Private Wealth Management Firm, specializing in mutual funds and life insurance. We advise corporations, provident funds, trusts and high net worth clients on the various avenues available for investment, and faci...

Key Information

  • SIC: 62
  • NAICS: 523; 523920
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Quadrant Private Wealth.

See similar companies

Frequently Asked Questions

Where is Quadrant Private Wealth located?

Quadrant Private Wealth's headquarters are located at 720 - One Lombard Pl  Winnipeg, Manitoba  R3B 0X3.


What is Quadrant Private Wealth's official website?

Quadrant Private Wealth's official website is quadrantprivate.com


What is Quadrant Private Wealth's revenue?

Quadrant Private Wealth's annual revenue is $5.7 M.


What is Quadrant Private Wealth's SIC code?

Quadrant Private Wealth's SIC: 62


What is Quadrant Private Wealth's NAICS code?

Quadrant Private Wealth's NAICS: 523; 523920.


How many employees does Quadrant Private Wealth's have?

Quadrant Private Wealth has 26 employees


What industry does Quadrant Private Wealth belong to?

Quadrant Private Wealth is in the industry of Investment banking.

Next step

Visitors review