Quorus
Westport, US · Founded 2022 · Delaware corporation · 4 known investors
Quorus provides a digital platform for custom, tax-managed portfolio construction, offering separately managed accounts (SMAs) and unified managed accounts (UMAs) with ticker-level customization and automated tax management. It serves asset managers and financial advisors who build actively managed, tax-efficient portfolios for their clients.
Founders & leadership
Board
TS
Thomas SkrobeBoard director
Investors · 4
Connecticut InnovationsNew Haven · $500K – $2M
New Stack VenturesChicago · $500K – $1.5M
WisdomTreereported
Also in the syndicate · 1
Nassau Financial Group
Funding
SEC filings, press & company announcements$11.1M disclosed across 3 rounds · 2023–2026
- $5Mseed fundingMar 2026 · 4 sources
WisdomTree (lead), Connecticut Innovations, Nassau Financial Group
Source ↗
▶$4.6MraisedJun 2025 · 4 investors · Other TechnologyRule 506(b)
▶$4.6MraisedJun 2025 · 4 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Thomas SkrobeDirector
- Scott ShumwayExecutive Officer, Director, Promoter
- John HillExecutive Officer, Director, Promoter
- Offering amount
- $5M
- Amount sold
- $4.6M
- First sale
- Jun 2025
- Incorporated
- Corporation, Delaware, 2022
- Federal exemptions
- 06b
▶$1.5MraisedMar 2023 · 6 investors · Other TechnologyRule 506(b)
▶$1.5MraisedMar 2023 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- John HillExecutive Officer, Director, Promoter
- Scott ShumwayExecutive Officer, Director, Promoter
- Offering amount
- $1.5M
- Amount sold
- $1.5M
- First sale
- Mar 2023
- Incorporated
- Corporation, Delaware, 2022
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 5
by search overlapVanguard6 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
Quorso5 shared keywordsQuorso provides a platform that converts store operations data into actionable insights for central teams managing multi-store retail networks. The platform automates action plans, prioritizes work, and tracks operational performance in real-time across distributed store locations.
Tax Alpha5 shared keywordsA blog or content site publishing articles about investment strategy, including topics such as tax-efficient investing and separating alpha from beta in portfolios.
Gs5 shared keywordsGoldman Sachs is a global investment bank and financial services firm providing services such as M&A advisory, capital markets underwriting, and market insights to corporate and institutional clients. It publishes economic research and serves clients across global banking and markets.
Interactive Strength Acquires Ergatta5 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
Companies competing with Quorus for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Quorus do?
- Quorus provides a digital platform for custom, tax-managed portfolio construction, offering separately managed accounts (SMAs) and unified managed accounts (UMAs) with ticker-level customization and automated tax management. It serves asset managers and financial advisors who build actively managed, tax-efficient portfolios for their clients.
- Who are Quorus's investors?
- Quorus's investors include Connecticut Innovations, New Stack Ventures, WisdomTree.
- How much funding has Quorus raised?
- Quorus has disclosed $11.1M raised across 3 rounds.
- Where is Quorus headquartered?
- Quorus is headquartered in Westport, US.