What departments does Quest have?

Quest has employees across 2 departments including Finance, Business Development.

What is the largest department at Quest?

The largest department at Quest is Finance with 3 employees.

Where are Quest employees located globally?

Quest has employees across 1 continents and 1 countries including United States Of America.

How has Quest's team size changed over time?

Quest's team has decreased from approximately 22 to 18 employees based on available data.

Quest Employee Directory

Q: Who are Quest's key employees and leadership?

Quest's key employees include: Cfo Advisor: C. W., Cfo Advisor: D. W., Head Of Revenue Growth: R. W., Founder & Chief Financial Strategist: D. G..

Financial ServicesNorth Carolina, United States11-50 Employees

Quest is an independent business advisory firm that assists business owners with strategic planning to increase value and support transitions. Its services focus on identifying drivers of growth and on planning for family estate and income tax considerations to help owners realize liquidity during transition. The firm emphasizes delivering measurable growth through practical solutions tailored to owner goals and business needs, with a emphasis on sustaining value across ownership changes. Located in Davidson, North Carolina, Quest operates in the financial services sector and serves small to mid-sized business owners seeking guidance on liquidity events and long-term planning. The company’s client work centers on enabling opportunity, value realization, and a clear path forward through advisory support rather than providing operational or transactional services directly.

Quest Global Highlights

North America
20

United States Of America
20

Quest's Leadership

C. W.
Cfo Advisor
Mobile Phone
Email
D. W.
Cfo Advisor
Mobile Phone
Email
R. W.
Head Of Revenue Growth
Mobile Phone
Email
D. G.
Founder & Chief Financial Strategist
Mobile Phone
Email
R. N.
Partner
Mobile Phone
Email
W. M. T.
Fractional Controller
Mobile Phone
Email
L. M.
Fractional Controller
Mobile Phone
Email
D. A.
Fractional Controller
Mobile Phone
Email

Quest Employee Metrics

100%

50%

0%

2026

2025

Accounting
Finance
Banking
Business Development
Community & Social Services
Other

Contact profiles from Quest

Name

Title

Contact

Location

Last Update

D. G.
Founder & Chief Financial Strategist
Mobile Phone
Email
Jun 30, 2026
C. W.
Cfo Advisor
Mobile Phone
Email
Jun 26, 2026
R. N.
Partner
Mobile Phone
Email
May 19, 2026
D. W.
Cfo Advisor
Mobile Phone
Email
Jul 09, 2026
R. W.
Head Of Revenue Growth
Mobile Phone
Email
Jun 30, 2026
W. M. T.
Fractional Controller
Mobile Phone
Email
May 19, 2026
L. M.
Fractional Controller
Mobile Phone
Email
May 19, 2026
D. A.
Fractional Controller
Mobile Phone
Email
Jul 17, 2025

Frequently Asked Questions

What is Quest known for?

Quest was founded in 2017 operates in the Financial Services industry. Explore Quest's company overview page for more information.

What is Quest's most common email format?

Quest employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Quest email formats with LeadIQ.

How many employees does Quest have currently?

Quest has approximately 20 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Quest's key employees and leadership?

As of July 2026, Quest's key employees include:

Cfo Advisor: C. W.
Cfo Advisor: D. W.
Head Of Revenue Growth: R. W.
Founder & Chief Financial Strategist: D. G.
Partner: R. N.

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Quest Employee Directory

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