Private Wealth Management. AI-Driven Financial Guidance
The A→Z of Wealth Management. Powered by Quantel AI.
Trusted by the executives of the best companies
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Confidence comes from clarity.
Hear directly from clients and advisors who prioritize explainable, systematic investment strategies.
“The team has elevated my investment experience, making it completely stress-free. Their meticulous updates and transparency at every stage have earned my full trust.”
Vernon S
Senior Marketing Executive
“Quantel has made managing my 401K through Charles Schwab’s PCRA account completely stress-free. With their active management, my retirement savings are growing at a faster pace, even during unpredictable market times.”
Raghav S
Senior Product Manager
“Quantel leverages cutting-edge technology powered by AI-backed algorithms to optimize my investments.Quantel offers a level of sophistication and personalization that truly sets them apart from traditional asset management firms.”
Adi R
Senior Consultant
“I was truly impressed by how Quantel offered hedge fund-like strategies across various asset classes, all tailored to my needs with exceptional transparency and impressive results.”
Sriram R
C-Suite Executive, Fortune 500 Company
“Quantel helped me set realistic goals and developed a personalized investment strategy tailored to my risk tolerance and financial objectives.”
Sanjana S
Marketing Executive, Fortune 500 Company
Vernon S
Senior Marketing Executive • Dubai, UAE
“The team has elevated my investment experience, making it completely stress-free. Their meticulous updates and transparency at every stage have earned my full trust.”
Start with clarity.
Connect accounts, explore insights, or speak with a Quantel advisor — no obligation.
No perfect questions needed — Quantel AI highlights what matters.
Your 24/7 Personal Portfolio Advisor delivering customized insights tailored to your portfolio and investment goals.
Your Strategy , Our Intelligence.
An interactive AI-driven investment tool which tracks S&P 500 stocks in real time and provides intelligent insights based on our proprietary data.
You Set the Goals, Quantel Does the Work.
Tailor-made wealth management strategies, designed to align with your unique financial goals and risk tolerance.
Your Decisions, Quantel’s Expertise
Systematic Guidance and Insights for Better Investment Decisions.
Your Accelerator to family’s future
Integrated Tax, Trust, Estate, and Retirement strategies,crafted to optimize your wealth and secure your family's future.
Built for clarity, not complexity.
Each step contrasts Quantel vs traditional wealth firms — with subtle motion and micro‑demos.
Monitoring & responsiveness
01
Quantel
Always-on monitoring with clear alerts — what changed, why it matters, and what to do next.
Traditional firms
Periodic reviews with limited real-time insight and slower reaction to market shifts
Investment process
02
Quantel
A documented, repeatable framework where models, constraints, and rationale live in one system.
Traditional firms
Advisor – led approaches – variable, less consistent and harder to track.
Taxes & tradeoffs
03
Quantel
Tax impact modeled before action so tradeoffs are explicit, quantified, and explainable.
Traditional firms
Taxes often considered after decisions are made, limiting after-tax optimization.
Transparency & trust
04
Quantel
Every portfolio change comes with a clear, concise explanation you can revisit anytime.
Traditional firms
Lengthy reports with limited clarity on why changes were made
Pricing Structure
One system, three ways to work with Quantel.
FREE
USD $0/month
Free forever
Quantel Advice: $149/call — upgrade to PRO for $99/call
- Up to 3 Quantel AI inquiries per day
- Limited Quantel Insights access
- Restricted in-depth asset reports
- Up to 10 Watchlists
- Watchlist alerts unavailable
- Limited on-screen AI assistance
- Advanced Radar filtering unavailable
- Create and track up to 3 manual portfolios
- Email support
PRO
USD $12.99/month
Billed monthly
Quantel Advice: $99/call — complimentary for Private clients (AUM $250K+)
- Unlimited Quantel AI queries
- Link ALL your external accounts
- Full detailed asset reports
- Real-time watchlist price alerts
- Complete access to Quantel Insights
- AI assistance across all application screens
- Advanced Radar filtering and screening
- Link ALL your external financial accounts
- Create and track up to 10 manual portfolios
- Retirement planning services: $99/call
- Estate planning services: $99/call
- Insurance planning services: $99/call
- Tax planning services: $99/call
- Email/Chat support
PRIVATE
By invitation
AUM $250K+
Fiduciary advisory calls included
- Unlimited Quantel AI access
- Full Quantel Insights included
- Fiduciary advisory calls included
- Unlimited linked accounts
- All platform features unlocked
- Retirement planning services: Complimentary
- Estate planning services: Complimentary
- Insurance planning services: Complimentary
- Tax planning services: Complimentary
- Email/Chat/Phone support
Trust Quantel with full portfolio management — or, if you prefer to stay in control, get personalized recommendations tailored to your account.
Pay-per-use help, when it matters.
Engage a fiduciary for account-aware recommendations — or move to discretionary management when you're ready.
Quantel Advise
Fiduciary consultations, account-aware recommendations, and a written summary you can keep.
$149 / session (Free)
One-off clarity when you need it.
$99 / session (Pro)
Lower pricing when you're investing with Quantel.
$249 / month Advisory Pass
Ongoing access to your fiduciary team.
Advisory and investment management services provided by Quantel, an SEC-registered investment advisor.
In-person or online — your choice.
We're based in New York, but we can connect with you wherever you are.
Download the Quantel app.
Keep clarity in your pocket: quick summaries, meaningful alerts, and easy access to your resources.
Scan the QR code on your phone to download the Quantel app.
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Frequently asked questions
Quick answers to common questions. Can't find what you need? Reach out.
We manage actively designed portfolios across public markets, alternatives, and structured opportunities. Our focus is disciplined growth with risk awareness — not speculative trading.
No. Portfolios may include equities, ETFs, structured notes, and select alternative opportunities such as private investments, depending on suitability and goals.
Traditional managers often rely on static allocation models. We actively manage portfolios with attention to risk, tax efficiency, and market conditions.
Yes. We manage retirement accounts, brokerage accounts, trusts, and other investment structures — coordinating them under one strategy.