# Quant Ridge - **Website:** - **Primary alias:** `getquantridge.com` ## Description 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. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Links - [linkedin](https://linkedin.com/company/quantridgeai) - [twitter](https://twitter.com/quantridge) - [github](https://github.com/itsivanwee) - [instagram](https://instagram.com/quantridgeai) ## Logos & icons - icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idQGQb2coP/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790895893317) ## Imagery - banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idQGQb2coP/w/1500/h/500/idVuCqqA40.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790895893229) --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._