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Quorus

Westport, US · Founded 2022 · Delaware corporation · 4 known investors

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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.

Enterprise SoftwareFintechSaaS

Founders & leadership

SSScott Shumway
Scott ShumwayCo-Founder, CTO
JHJohn Hill
John HillNamed on SEC filing

Board

TS
Thomas SkrobeBoard director

Investors · 4

New Stack Ventureslisted by New Stack VenturesChicago · $500K – $1.5M

How we know: the VCSheet dataset · Not right? Tell us

WisdomTreereported

How we know: hartfordbusiness.com · Not right? Tell us

Also in the syndicate · 1

Nassau Financial Group

Funding

SEC filings, press & company announcements

$11.1M disclosed across 3 rounds · 2023–2026

▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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Companies working in the same space as Quorus.

In the news

Quorus Raises $5 Million in a Seed Round to Scale Custom, Tax-Managed Portfolio Infrastructure for Active Asset Managersprnewswire.com · Mar 2026

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.