• What Tax Season Reveals About Portfolio Implementation
  • Quorus Secures $5M Seed Funding Led by WisdomTree
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Quorus

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About Quorus

Quorus is a financial services firm that provides active, tax-managed investment accounts for asset managers and financial advisors. The company combines tax management with automation to deliver better after-tax outcomes for actively managed portfolios, offering bespoke, ticker-level customized solutions and accounts such as SMAs and UMAs. Operating in the United States, with a base in Westport, Connecticut, Quorus serves asset managers and financial advisors across multiple states and emphasizes a digital platform for real-time portfolio modeling and reporting.

Recent News

What Tax Season Reveals About Portfolio Implementation

Recent Deals

Quorus Secures $5M Seed Funding Led by WisdomTree

March 21, 2026

Key Team Members

Melissa Ursi

CEO

Laura Arboleda

CRO

Jeff Tennant

EVP of Delivery

Chris Quimby

Executive Chairman

Key Facts

HQ Location

Westport, United States

Founded

2022

Employees

1 - 10

Status

Private

Website

https://quorus.io