We architect the tools sophisticated RIAs wish existed.
While others sell one-size-fits-all platforms, we craft precision instruments tailored to your exact workflows. Transform weeks of analysis into moments of clarity.
You're caught between impossible choices
Every day, elite RIAs face the same paradox: the tools that could transform your practice either don't exist, cost a fortune, or weren't built for how you actually work.
Enterprise platforms weren't built for you
Bloomberg Terminal, Aladdin, FactSet—powerful tools with institutional price tags and complexity that makes sense for Goldman Sachs, not a $2B RIA.
Retail solutions lack sophistication
Morningstar Direct, YCharts, and Orion offer the basics, but you can't model alternatives, run custom tax scenarios, or build the reports that win mandates.
Building in-house is a fantasy
Hiring developers who understand both technology and portfolio theory? You're looking at $300k+ per year, 6-month ramp time, and constant management overhead.
Consultants speak the wrong language
Traditional IT firms can code anything, but they don't understand tax-loss harvesting, factor exposure, or why your compliance team needs specific audit trails.
Financial expertise meets technical precision
We don't sell software. We become your technical partners, building exactly what you need, integrated with your existing systems, delivered before your next client review.
Precision Engineering
Every tool is architected around your specific workflows. No feature bloat, no unnecessary complexity—just elegant solutions to your exact challenges.
Example: Custom tax-loss harvesting that knows your client's exact state tax situation and integrates directly with your custodian's API.
Velocity Deployment
Our 2-6 week sprints mean you'll see working prototypes while others are still writing requirements documents. Speed without sacrificing quality.
Timeline: Week 1: Discovery. Week 2-3: Live prototype. Week 4-6: Production deployment and training.
Native Intelligence
We speak portfolio optimization, understand compliance requirements, and know why 13 basis points matters. Technical expertise meets financial fluency.
Advantage: No translation layer between your vision and our execution. We understand the difference between alpha and tracking error.
Flatrock Wealth Management
How we built an institutional-grade analytics platform for a $2.5B RIA, transforming their entire investment process
Tools that scale with ambition
From foundational analytics to enterprise-grade systems, choose the sophistication level that matches your firm's trajectory.
Essential tools for forward-thinking RIAs. Quick wins that demonstrate immediate value to your team and clients.
- Tax drag analyzer with state-specific calculations
- Meeting prep automation system
- Client communication dashboard
- Blended expense ratio optimizer
- 2-week implementation
Sophisticated tools that differentiate your practice. The sweet spot of capability and value.
- Market regime analyzer with forward signals
- Multi-scenario stress testing engine
- Tax-aware rebalancing system
- Custom proposal generator
- 4-week implementation
Institutional-caliber systems for firms ready to compete at the highest level.
- Factor-based attribution system
- Alternative investment modeling suite
- Monte Carlo with tax overlay
- White-labeled client portal
- 6-week implementation
First access to market-moving tools
Each month, we release a limited-edition tool addressing the most pressing market dynamics. Only 20 firms get access.
From vision to value in weeks
Our battle-tested process ensures you get exactly what you need, when you need it, without the typical technology project headaches.
Discovery & Architecture
We immerse ourselves in your workflows, understand your constraints, and architect a solution that fits perfectly into your ecosystem.
Rapid Prototyping
See your tool come to life with working prototypes. We iterate based on your feedback, ensuring we're building exactly what you envisioned.
Production Build
Your tool is built to institutional standards—secure, scalable, and seamlessly integrated with your existing systems.
Launch & Evolution
We deploy, train your team, and continue refining. Your tool evolves with your needs, always staying ahead of requirements.
Institutional-Grade Solutions
Explore our suite of bespoke tools designed for sophisticated wealth managers, family offices, and hedge funds
Experience the Difference
Schedule a personalized demo to see how our solutions can transform your practice
Trusted by exceptional firms
Don't take our word for it. Here's what industry leaders say about partnering with QuantVault.
QuantVault delivered in 4 weeks what we couldn't build in 2 years. Their Market Color Analyzer has become essential to our investment committee meetings and client reviews.
Finally, someone who understands that every basis point matters. The tax optimization tools alone saved our clients $2.3M in the first quarter.
We've worked with three consulting firms before QuantVault. They're the only ones who delivered exactly what we needed, on time and on budget.
Ready to build something exceptional?
Let's discuss how custom tools can transform your practice. No sales pitch, just a conversation about possibilities.
Schedule Your Discovery CallThe architect behind the tools
I was making furniture when I decided to go back to school at 30. Not the typical path, but it taught me how to build things that work. As AI evolved alongside my coding skills during school, I started building all types of tools—from automated trading strategies to portfolio analysis systems. I also had internships at JPMorgan CIB Sales and Trading on the USD Rates Volatility and Equity Derivatives desks, and did research at MIT's Research Laboratory of Electronics studying Quantum Tech.
Those experiences, combined with actually building things with my hands, gave me a perspective on the gaps between what the industry promises and what actually works. I focus on building sophisticated tools that unlock alpha, optimize tax efficiency, and streamline operations without the usual complexity and bloat.
Whether it's a bespoke factor attribution system, advanced rebalancing algorithms, or real-time risk monitoring platforms, I architect solutions that give firms a genuine competitive edge. No fluff, no feature creep—just solutions that deliver measurable impact through saving hours, capturing basis points, or revealing insights that drive better decisions.
Philosophy
Build it right the first time. Make it fast. Make it work exactly how you think it should.
Let's explore what's possible
Share your challenges and we'll show you how custom tools can solve them.