Partners
QuantRidge partners with CPAs, RIAs, attorneys, and fintech teams who serve serious individual investors. Refer clients to QuantRidge for portfolio analytics and tax tracking—or receive referrals when our users need professional services you provide.
Many households use a CPA for taxes, an attorney for estate work, and manage investments themselves. QuantRidge sits in the middle with organized data—making every professional conversation faster.
We are not competing for AUM. We sell software. That alignment makes partnerships durable.
partners@quantridge.netOffer QuantRidge as portfolio analytics and research software for clients who want depth without full discretionary management. Co-branded onboarding available.
Refer clients who need tax lot tracking, harvesting context, and CPA-ready exports. We handle the software; you handle filing advice.
Clients with complex equity comp, real estate, or legacy goals benefit from organized financial context before document work begins.
A simple three-step flow—no opaque middlemen.
Tell us about your practice, licenses, and client profile. We review fit for referral or co-marketing.
Send clients to QuantRidge for analytics—or receive referrals when users need your professional services.
Unique links or codes attribute signups. Terms apply per partner agreement.
Not a one-direction funnel. Users find vetted professionals; partners find qualified software users.
Referral terms documented upfront—no hidden revenue shares buried in legalese.
QuantRidge is not an RIA. You provide advice under your license; we provide the workspace.
Partners receive a unique referral link or code. When a referred user starts a paid subscription, referral terms apply per our partner agreement.
We are building a vetted partner directory so QuantRidge users can find CPAs, attorneys, and planners—and partners can receive qualified referrals.
No. QuantRidge is software for self-directed investors. Partners who provide advice do so under their own licenses and agreements.
For qualified advisory practices, we support co-branded flows so clients understand the software relationship clearly.
Interested in integration, reseller, or affiliate partnerships? Tell us about your practice and client base.
Contact us