Insights

Personalized Financial Planning Quantum Financial Advisors emphasizes personalized service tailored to both individual and business clients, presenting an opportunity to offer advanced financial planning tools or technology solutions that enhance customized advisory capabilities.

Growing Revenue Base With an estimated revenue between 25 and 50 million dollars, the company demonstrates solid financial health, making it a potential target for expanded service offerings such as investment management platforms or regulatory compliance solutions.

Focus on Long-term Success Their commitment to helping clients improve long-term financial outcomes suggests openness to solutions that support sustainable investing, financial education, or client engagement technologies.

SMB Market Position As a smaller firm with 11 to 50 employees, QFA may benefit from scalable SaaS solutions, operational efficiencies, or targeted marketing tools designed specifically for boutique financial advisory firms.

Industry Integration Being in a competitive financial services sector adjacent to major players like Charles Schwab and Fidelity indicates opportunities to provide niche fintech integrations, data analytics, or niche compliance offerings that can help differentiate QFA in the market.

Similar companies to Quantum Financial Advisors

Quantum Financial Advisors Tech Stack

Quantum Financial Advisors uses 8 technology products and services including Squarespace, Webpack, Cart Functionality, and more. Explore Quantum Financial Advisors's tech stack below.

Squarespace
Content Management System
Webpack
Development
Cart Functionality
E-commerce
Stimulus
Javascript Frameworks
Choices
Javascript Libraries
Google Maps
Maps
Priority Hints
Performance
Google Analytics
Web Analytics

Media & News

Quantum Financial Advisors's Email Address Formats

Quantum Financial Advisors uses at least 1 format(s):

Quantum Financial Advisors Email Formats	Example	Percentage
FLast@qfainc.com	JDoe@qfainc.com	50%
FLast@qfainc.com	JDoe@qfainc.com	50%

Frequently Asked Questions

Where is Quantum Financial Advisors's headquarters located?

Quantum Financial Advisors's main headquarters is located at Rockville, Maryland 20850 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Quantum Financial Advisors's phone number?

You can contact Quantum Financial Advisors's main corporate office by phone at

+1-301-296-****

. 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 Quantum Financial Advisors's official website and social media links?

Quantum Financial Advisors's official website is qfainc.com and has social profiles on LinkedIn.

How much revenue does Quantum Financial Advisors generate?

As of February 2026, Quantum Financial Advisors's annual revenue is estimated to be $5M.

What is Quantum Financial Advisors's SIC code NAICS code?

Quantum Financial Advisors's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Quantum Financial Advisors have currently?

As of February 2026, Quantum Financial Advisors has approximately 42 employees across 2 continents, including North AmericaEurope. Key team members include Vp Southeast Operations: J. A. M.President, Cfo & Cio: J. R.Financial Adviser, Director Of Wealth Management With Quantum Financial Advisors, Inc: A. W.. Explore Quantum Financial Advisors's employee directory with LeadIQ.

What industry does Quantum Financial Advisors belong to?

Quantum Financial Advisors operates in the Financial Services industry.

What technology does Quantum Financial Advisors use?

Quantum Financial Advisors's tech stack includes SquarespaceWebpackCart FunctionalityStimulusChoicesGoogle MapsPriority HintsGoogle Analytics.

What is Quantum Financial Advisors's email format?

Quantum Financial Advisors's email format typically follows the pattern of FLast@qfainc.com. Find more Quantum Financial Advisors email formats with LeadIQ.

When was Quantum Financial Advisors founded?

Quantum Financial Advisors was founded in 1996.

Quantum Financial Advisors

Q: What is Quantum Financial Advisors's official website and social media links?

Quantum Financial Advisors's official website is qfainc.com. Quantum Financial Advisors has social profiles on LinkedIn.

Q: How many employees does Quantum Financial Advisors have currently?

Quantum Financial Advisors has approximately 42 employees.

Q: What technology does Quantum Financial Advisors use?

Quantum Financial Advisors's tech stack includes Modernizr, Imperva, Facebook, Google Fonts API, X-Content-Type-Options.

Financial ServicesMaryland, United States11-50 Employees

Quantum Financial Advisors is a comprehensive financial services firm committed to helping you improve your long-term financial success through personalized service and expertise. If you are like most business owners QFA has worked with, you may not have had the time to effectively plan for some of your business and basic financial needs. We can help you grow your business and meet your personal financial goals by establishing a healthy balance between your personal and professional needs. Here, you can enjoy a personal relationship with our investment professionals. We see investing from your perspective, and make recommendations based on your needs.

Phone Number: (301) 296-6203

Personal LinkedIn of Senior Managing Director and President: www.linkedin.com/in/qfainc

Follow us on Twitter:  www.twitter.com/QuantumAdvisor

Like us on Facebook: www.facebook.com/QuantumAdvisor