Insights

Institutional Quality Focus Quartz Partners emphasizes delivering institutional-grade asset management to a broader investor base, highlighting an opportunity to offer scalable solutions or advanced advisory services that enhance their comprehensive portfolio strategies.

Recent Expansion Move The acquisition of Asteria Wealth indicates active growth and market consolidation; targeting their integration efforts or providing complementary services could support their expansion goals.

Technology Utilization The company's use of advanced tech stacks such as Google Cloud and Sentry demonstrates a tech-forward approach, signaling potential for partnerships in data analytics, cybersecurity, or investment automation tools.

Mid-sized Performance With revenues between $10M and $25M and a lean team, Quartz Partners is positioned for personalized, high-touch service models, suggesting an opportunity to offer tailored solutions that improve operational efficiencies.

Market Position & Growth Amid a competitive landscape with large firms like BlackRock and Fidelity, Quartz Partners' agile size and recent growth initiatives suggest opportunities for niche financial technology products, strategic services, or partnership channels to support their market expansion.

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Quartz Partners Investment Management Tech Stack

Quartz Partners Investment Management uses 8 technology products and services including HubSpot Analytics, WordPress, MySQL, and more. Explore Quartz Partners Investment Management's tech stack below.

HubSpot Analytics
Analytics
WordPress
Content Management System
MySQL
Database
Sirvoy
Hotel Management
Google Cloud
Infrastructure As A Service
Sentry
Issue Trackers
RequireJS
Javascript Frameworks
Priority Hints
Performance

Media & News

Quartz Partners, LLC acquires Asteria Wealth.
Quartz Partners Investment Management, a Saratoga Springs based-division of Etico Financial, has acquired Asteria Wealth, a registered investment adviser based in Florida.
Dec 07, 2023 | www.bizjournals.com

Quartz Partners Investment Management's Email Address Formats

Quartz Partners Investment Management uses at least 1 format(s):

Quartz Partners Investment Management Email Formats	Example	Percentage
FLast@quartzpartners.com	JDoe@quartzpartners.com	50%
First@quartzpartners.com	John@quartzpartners.com	17%
First.Last@quartzpartners.com	John.Doe@quartzpartners.com	16%
FirstLast@quartzpartners.com	JohnDoe@quartzpartners.com	17%

Frequently Asked Questions

Where is Quartz Partners Investment Management's headquarters located?

Quartz Partners Investment Management's main headquarters is located at 19 Railroad Place, Saratoga Springs, New York 12866, US. The company has employees across 2 continents, including North AmericaEurope.

What is Quartz Partners Investment Management's phone number?

You can contact Quartz Partners Investment Management's main corporate office by phone at

+1-800-433-****

. 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 Quartz Partners Investment Management's official website and social media links?

Quartz Partners Investment Management's official website is quartzpartners.com and has social profiles on LinkedIn.

What is Quartz Partners Investment Management's NAICS code?

Quartz Partners Investment Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Quartz Partners Investment Management have currently?

As of December 2025, Quartz Partners Investment Management has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Chief Marketing Officer: K. G.Vice President Of Business Development: A. S.Vice President Of Business Development: J. N.. Explore Quartz Partners Investment Management's employee directory with LeadIQ.

What industry does Quartz Partners Investment Management belong to?

Quartz Partners Investment Management operates in the Investment Management industry.

What technology does Quartz Partners Investment Management use?

Quartz Partners Investment Management's tech stack includes HubSpot AnalyticsWordPressMySQLSirvoyGoogle CloudSentryRequireJSPriority Hints.

What is Quartz Partners Investment Management's email format?

Quartz Partners Investment Management's email format typically follows the pattern of FLast@quartzpartners.com. Find more Quartz Partners Investment Management email formats with LeadIQ.

When was Quartz Partners Investment Management founded?

Quartz Partners Investment Management was founded in 2014.

Quartz Partners Investment Management

Investment ManagementUnited States11-50 Employees

Quartz Partners Investment Management is committed to bringing institutional quality asset management to all investors. Our comprehensive suite of portfolio strategies is governed by experience and discipline, using advanced methods to analyze current market conditions and re position investments accordingly. All of our strategies rely on continuous research to seek high total returns during constructive economic environments while maintaining a preservation approach during protracted market downturns. The combination of Quartz Partner’s institutional-quality asset management assures that your portfolio is powered by a knowledgeable team with a shared goal—guiding your portfolio through complex market environments. 

Social Media Disclosure: quartzpartners.com/discosures