Press

Press & media

Resources for journalists and analysts covering fintech, wealth management software, and AI in personal finance. QuantRidge provides portfolio analytics and planning tools for self-directed investors—not investment advice.

We are happy to provide background on our product positioning, screenshots, executive quotes, and context on how software-first wealth workflows differ from traditional advisory.

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Media kit

Wealth stack for self-directed investors

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At a glance

Product

Wealth management software

Audience

Self-directed individual investors

Pricing

$175/mo individual · $1,000/mo + $450/seat business

HQ

Casper, Wyoming

Company news

Latest announcements from QuantRidge. Scroll for 5 more.

All posts

QuantRidge 2032: The Road to a Fully Autonomous Financial Agent

By 2032 we intend QuantRidge to run your financial life end to end. The autonomy ladder from tracking to acting, a four-phase roadmap, what the agent will actually do — and the commitments we will not trade away to get there.

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QuantRidge Is Live on Product Hunt: Wealth Management Just Got Easier

We are live on Product Hunt. The full story of what QuantRidge does, the flat-fee argument behind it, what it costs, and — just as importantly — what it deliberately will not do.

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Sequence-of-Returns Risk: Why Two Retirees With the Same Returns End Up in Different Places

Same average return, same withdrawal plan, wildly different outcomes. Sequence-of-returns risk explained — plus the four levers that actually defend a retirement against a bad first decade.

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The True Cost of a 1% AUM Fee — and How Much QuantRidge Saves You

A 1% AUM fee can cost a $500K portfolio nearly $1M in lost growth over 30 years. See the real math, the flat-fee alternative, and the retirement + estate planning checklist every investor needs.

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Individual Investors, RIAs & Retirees: Analytics That Actually Fits Your Workflow

Tax-lot precision, research without spreadsheet chaos, and CPA-ready exports—for DIY investors, advisors, and retirees. Start a trial and tell us what to build next.

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QuantRidge launches wealth management services hub

Seven service areas—investment, tax, retirement, legacy, real estate, equity comp, and cash flow—now documented for individual investors with animated product depth pages.

Free financial calculator suite expanded

Nine interactive calculators added for retirement, debt, emergency fund, Roth vs Traditional, home affordability, college savings, equity compensation, and advisor fee comparison.

Individual investor platform at $175/month, founding rate at $150

Subscription includes portfolio analytics, tax tracking, valuation models, and Atlas AI research agents with 14-day trial. Business plan launched for RIAs, CPAs, and advisory firms at $1,000/month + $450/seat.

Story angles we can support

Fintech & wealth tech

Self-directed investing, subscription software vs AUM advisory, and the rise of portfolio analytics for individuals.

Tax & reporting

Lot-level tracking, wash-sale awareness, and what CPA-ready exports mean for DIY investors.

AI in personal finance

How Atlas research agents ground answers in user data—not generic financial chatbots.

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QuantRidge is wealth management software for individual investors. The platform combines portfolio analytics, tax lot tracking, retirement and goal planning, interactive calculators, and AI-assisted research in one subscription. QuantRidge is not a registered investment adviser and does not provide personalized investment advice. Headquartered in Casper, Wyoming. Learn more at quantridge.net.

About QuantRidge