Quorus provides operational infrastructure to manage thousands of separately managed accounts, integrating a differentiated tax overlay methodology alongside portfolio management. The platform combines tax-conscious portfolio implementation with product expertise, oversight and trading of accounts on behalf of asset managers and their clients. Quorus supports asset managers and advisors by abstracting operational complexity and enabling customized, tax-managed separate account offerings without increasing headcount. The company has established relationships with several large asset management partners and a strategic collaboration with WisdomTree to support SMAs and model portfolio trading. Quorus is based in Westport, Conn., and recently raised a $5 million seed round to fund expansion of supported portfolio strategies, deeper functionality for users, broader integrations, and increased go-to-market efforts.

Total raised

$5M

Funding rounds

1

Latest round

Seed

Latest activity

Mar 2026