Insights

WealthTech Focus Target mid-sized wealth managers like Quest Capital Management with Plan for Life offerings and scalable financial planning solutions that can be integrated into existing advisory workflows.

Growth Readiness Align value proposition to firms with revenue in the $25M–$50M range and 11–50 employees, highlighting scalable technology, practice management, and onboarding support to accelerate growth.

Digital Enablement Offer cloud-based data integration, analytics, and marketing tech enhancements (SEO, GA, Route 53 performance) to improve client acquisition, retention, and regulatory reporting for mid-market advisors.

Competitive Positioning Differentiate via Plan for Life approach, emphasizing personalized, adaptive planning that meets evolving client needs, appealing to independent and regional firms seeking customized strategies.

Strategic Partnerships Propose collaborations with firms of similar scale to expand service footprints, cross-sell planning and investment solutions, and share best practices for client engagement and retention.

Similar companies to Quest Capital Management, Inc.

Quest Capital Management, Inc. Tech Stack

Quest Capital Management, Inc. uses 7 technology products and services including Amazon Web Services, Amazon Route 53, Google Fonts API, and more. Explore Quest Capital Management, Inc.'s tech stack below.

  • Cloud Hosting
  • Amazon Route 53
    Domain Name Services
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers

Quest Capital Management, Inc.'s Email Address Formats

Quest Capital Management, Inc. uses at least 4 email formats:
Quest Capital Management, Inc. Email FormatsExamplePercentage
First.Last@questadvisor.comJohn.Doe@questadvisor.com
77%
FLast@questadvisor.comJDoe@questadvisor.com
17%
First@questadvisor.comJohn@questadvisor.com
3%
Fir.Last@questadvisor.comJoh.Doe@questadvisor.com
3%

Frequently Asked Questions

What is Quest Capital Management, Inc.'s phone number?

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You can contact Quest Capital Management, Inc.'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 Quest Capital Management, Inc.'s official website and social media links?

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Quest Capital Management, Inc.'s official website is questadvisor.com and has social profiles on LinkedIn.

How much revenue does Quest Capital Management, Inc. generate?

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As of July 2026, Quest Capital Management, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Quest Capital Management, Inc.'s SIC code and NAICS code?

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Quest Capital Management, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Quest Capital Management, Inc. have currently?

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As of July 2026, Quest Capital Management, Inc. has approximately 35 employees across 1 continents, including North America. Key team members include Owner: V. M., Vice President: R. R. and Wealth Advisor: C. F. Explore Quest Capital Management, Inc.'s employee directory with LeadIQ.

What industry does Quest Capital Management, Inc. belong to?

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Quest Capital Management, Inc. operates in the Financial Services industry.

What technology does Quest Capital Management, Inc. use?

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Quest Capital Management, Inc.'s tech stack includes Amazon Web Services, Amazon Route 53, Google Fonts API, jQuery, jQuery Migrate, Google Analytics and Apache.

What is Quest Capital Management, Inc.'s email format?

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Quest Capital Management, Inc.'s email format typically follows the pattern of First.Last@questadvisor.com. Find more Quest Capital Management, Inc. email formats with LeadIQ.

When was Quest Capital Management, Inc. founded?

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Quest Capital Management, Inc. was founded in 1987.
Quest Capital Management, Inc. logo

Quest Capital Management, Inc.

Financial ServicesTexas, United States11-50 Employees

Quest Capital Management, Inc. operates in the financial services sector, offering wealth management and comprehensive financial planning. Based in Dallas, Texas, the firm uses a planning-focused approach designed to address clients' evolving financial needs.

Its core framework, Plan for Life, aims to construct a structured financial plan that can adapt as clients' circumstances change. The company serves clients seeking integrated guidance to manage wealth and pursue long-term financial goals. As a smaller firm within the financial services industry, it provides a personalized approach to planning and asset management.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Quest Capital Management, Inc.'s revenue is estimated to be in the range of $25M - $50M

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