Insights

Acquirer Synergy AthenaInvest Advisors is now integrated into Quartz Partners, suggesting sales opportunities around cross-selling quantitative and behavioral investment strategies to Quartz Partners’ existing advisor network.

Behavioral Edge Quartz Partners gains Athena’s behavioral portfolio management legacy, enabling targeted outreach to advisors seeking behavioral analytics, client-centric positioning, and differentiated SMA solutions.

Tech Stack Leverage With a modern tech footprint (AWS, Google Cloud, HubSpot, KnowBe4, WordPress/Wix), there are openings to propose enhanced client onboarding, data security, and digital marketing services to support scale.

Growth Footprint Recent acquisition activity and SEC-registered status position the firm for expansion in national advisor channels; identify opportunities to partner on co-branded marketing, affinity programs, and regional growth initiatives.

Revenue Profile Revenue tier ($1M–$10M) and small employee base indicate potential for value-add products such as scalable SMAs, low-friction BI tools, and advisory platform integrations to boost margin and retention.

Similar companies to AthenaInvest - Now Part of Quartz Partners!

AthenaInvest - Now Part of Quartz Partners! Tech Stack

AthenaInvest - Now Part of Quartz Partners! uses 8 technology products and services including HubSpot Analytics, Linkedin Insight Tag, Amazon Web Services, and more. Explore AthenaInvest - Now Part of Quartz Partners!'s tech stack below.

AthenaInvest - Now Part of Quartz Partners!'s Email Address Formats

AthenaInvest - Now Part of Quartz Partners! uses at least 5 email formats:
AthenaInvest - Now Part of Quartz Partners! Email FormatsExamplePercentage
First.Last@athenainvest.comJohn.Doe@athenainvest.com
100%
FLast@quartzpartners.comJDoe@quartzpartners.com
50%
First@quartzpartners.comJohn@quartzpartners.com
17%
First.Last@quartzpartners.comJohn.Doe@quartzpartners.com
16%
FirstLast@quartzpartners.comJohnDoe@quartzpartners.com
17%

Frequently Asked Questions

What is AthenaInvest - Now Part of Quartz Partners!'s phone number?

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You can contact AthenaInvest - Now Part of Quartz Partners!'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AthenaInvest - Now Part of Quartz Partners!'s official website and social media links?

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AthenaInvest - Now Part of Quartz Partners!'s official website is quartzpartners.com and has social profiles on LinkedIn.

How much revenue does AthenaInvest - Now Part of Quartz Partners! generate?

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As of October 2026, AthenaInvest - Now Part of Quartz Partners!'s annual revenue is estimated to be $1M - $10M.

What is AthenaInvest - Now Part of Quartz Partners!'s SIC code and NAICS code?

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AthenaInvest - Now Part of Quartz Partners!'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does AthenaInvest - Now Part of Quartz Partners! have currently?

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As of October 2026, AthenaInvest - Now Part of Quartz Partners! has approximately 2 employees across 1 continents, including North America. Key team members include Chief Executive Officer And Director Of Research: D. H. and Principal: T. B. Explore AthenaInvest - Now Part of Quartz Partners!'s employee directory with LeadIQ.

What industry does AthenaInvest - Now Part of Quartz Partners! belong to?

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AthenaInvest - Now Part of Quartz Partners! operates in the Investment Management industry.

What technology does AthenaInvest - Now Part of Quartz Partners! use?

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AthenaInvest - Now Part of Quartz Partners!'s tech stack includes HubSpot Analytics, Linkedin Insight Tag, Amazon Web Services, Wix, WordPress, Wix eCommerce, Google Cloud and KnowBe4.

What is AthenaInvest - Now Part of Quartz Partners!'s email format?

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AthenaInvest - Now Part of Quartz Partners!'s email format typically follows the pattern of First.Last@athenainvest.com. Find more AthenaInvest - Now Part of Quartz Partners! email formats with LeadIQ.

When was AthenaInvest - Now Part of Quartz Partners! founded?

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AthenaInvest - Now Part of Quartz Partners! was founded in 2005.
AthenaInvest - Now Part of Quartz Partners! logo

AthenaInvest - Now Part of Quartz Partners!

Investment ManagementColorado, United States2-10 Employees

AthenaInvest is an investment management firm that focuses on Behavioral Portfolio Management, supported by a patented research process developed over more than 35 years of interaction with leading academics and institutional managers by C. Thomas Howard, PhD, the company's CEO and Chief Investment Officer. The approach analyzes persistent and predictive behavioral factors to inform asset allocation, security selection, and tactical decisions, with the goal of helping advisors build long-term wealth for clients. The company positions itself as an industry leader in this specialized area, anchored in rigorous academic foundations.

Based in Greenwood Village, Colorado, the firm operates with a small team serving financial advisors and their clients in the investment management industry. Over time its research approach has led to partnerships with asset managers to provide active ETF and strategist portfolios built on its behavioral framework. In October 2024, AthenaInvest was recognized as a leading performer in the Creditflux August Rankings.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
2005
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    AthenaInvest - Now Part of Quartz Partners!'s revenue is estimated to be in the range of $1M - $10M

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