QuantRidge is a wealth-planning and financial intelligence software brand serving self-directed investors, pre-retirees, families, and advisory firms. Its platform brings investment accounts and household financial information into one workspace, using read-only connections so users retain custody of their assets. Rather than charging a percentage of assets under management, QuantRidge offers subscription pricing: individual plans start at $175 per month, with introductory founding-member rates, while firms pay a monthly fee plus a per-seat charge.

For individuals, tools include portfolio tracking, drift and concentration alerts, tax-lot analysis, tax-loss harvesting candidates, and wash-sale warnings. The platform also supports retirement projections, Monte Carlo scenarios, withdrawal planning, estate and beneficiary tracking, and a secure document vault. Free calculators are available without an account. For advisors, RIAs, CPAs, and estate attorneys, QuantRidge provides multi-client workspaces, household grouping, cross-client tax and planning insights, role permissions, audit trails, meeting-preparation materials, and co-branded reports. QuantRidge is software only: it does not hold assets, place trades, or provide personalized investment, tax, or legal advice.