Insights

Integrated Wealth Management Wealthquest offers a unique, coordinated approach by providing investment, tax, and estate planning services under one roof with a single fee, appealing to clients seeking simplified, comprehensive financial management solutions.

Investment Diversification The company actively invests in diverse assets such as Ultrapar Participacoes, Independence Realty Trust, Wells Fargo, and Cisco Systems, indicating a strategic approach to portfolio diversification which can be attractive to clients and financial advisors alike.

Digital Engagement Tools Wealthquest utilizes a range of modern digital tools including Google Analytics, Google Tag Manager, Hotjar, and WP Rocket, demonstrating a commitment to technology-driven customer insights and engagement, presenting an opportunity to upsell advanced digital solutions.

Market Recognition & Growth Being recognized as a top workplace for financial advisors and launching educational initiatives like the Wealthquest Learning Center highlight the company’s emphasis on talent retention and thought leadership, which can be leveraged to attract high-quality clients and strategic partnerships.

Market Expansion Potential With an impressive revenue range of $50 million to $100 million and recent asset investments, Wealthquest is positioned for further growth, presenting opportunities for collaboration with advisors and institutions looking to tap into their innovative wealth management approach.

Wealthquest Tech Stack

Wealthquest uses 8 technology products and services including Hotjar, WP Rocket, C3.js, and more. Explore Wealthquest's tech stack below.

  • Hotjar
    Analytics
  • WP Rocket
    Caching
  • C3.js
    Charting
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • Element UI
    Javascript Frameworks
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Wealthquest's Email Address Formats

Wealthquest uses at least 1 format(s):
Wealthquest Email FormatsExamplePercentage
FLast@wqcorp.comJDoe@wqcorp.com
62%
First@wqcorp.comJohn@wqcorp.com
25%
Last@wqcorp.comDoe@wqcorp.com
11%
First.Last@wqcorp.comJohn.Doe@wqcorp.com
2%

Frequently Asked Questions

What is Wealthquest's phone number?

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You can contact Wealthquest'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 Wealthquest's official website and social media links?

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Wealthquest's official website is wqcorp.com and has social profiles on LinkedIn.

What is Wealthquest's NAICS code?

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Wealthquest's NAICS code is 52 - Finance and Insurance.

How many employees does Wealthquest have currently?

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As of December 2025, Wealthquest has approximately 43 employees across 1 continents, including North America. Key team members include Office Manager: S. S.Senior Client Operations Specialist: J. N.Wealth Coordinator: A. O.. Explore Wealthquest's employee directory with LeadIQ.

What industry does Wealthquest belong to?

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Wealthquest operates in the Financial Services industry.

What technology does Wealthquest use?

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Wealthquest's tech stack includes HotjarWP RocketC3.jsMicrosoft 365Google Fonts APIElement UIGoogle Tag ManagerGoogle Analytics.

What is Wealthquest's email format?

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Wealthquest's email format typically follows the pattern of FLast@wqcorp.com. Find more Wealthquest email formats with LeadIQ.

When was Wealthquest founded?

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Wealthquest was founded in 2006.

Wealthquest

Financial ServicesOhio, United States11-50 Employees

Everybody wants help managing their finances. That's why successful and busy people like you seek experts when facing the new and unexpected. You reach out to people like your attorney, financial planner, and accountant, hoping they can point you in the right direction. 

But the wealth management industry is broken. While each person may counsel you with expertise, every piece of advice leads down a different path. You end up left in the middle trying to coordinate all of the moving parts and making a decision on something you've never experienced before. Sound overwhelming? That's because it is. 

One Team. One Plan. One Simple Fee. 

Discover a new approach to coordinated wealth management where your investments, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee.

For informational purposes only. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. Wealthquest Corporation (“Wealthquest”) is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The ideas expressed do not constitute legal, tax, or investment advice or a recommendation of any particular strategy. Before investment decisions, seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory, and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements are based on assumptions, and results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. Wealthquest is not required to update information presented unless otherwise required by applicable law. For more information, including our Form ADV Part 2A Brochure, visit https://adviserinfo.sec.gov/firm/summary/141473 or contact us at 513-530-9700.

Section iconCompany Overview

Phone number
Website
wqcorp.com
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Wealthquest's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Wealthquest's revenue is estimated to be in the range of $50M$100M

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