We specialize in seamlessly integrating financial services into CPA, EA, and bookkeeping practices, helping tax professionals enhance client value while unlocking new revenue opportunities. At WealthQuant, we partner with CPAs and tax professionals to expand your service offerings, strengthen client relationships, and increase profitability without adding extra workload. Our approach ensures that your clients benefit from advanced tax-saving and financial strategies, while you gain a trusted partner to help implement them. We are committed to helping business owners, high-net-worth individuals, and families maximize their wealth by collaborating closely with their CPAs and attorneys. By working together, we ensure strategic tax planning, retirement optimization, and financial security for your clients while helping you grow your practice effortlessly. Let’s explore how we can work together to elevate your practice. Reach out to learn more about our CPA Advantage Program and how we can help you drive more value and revenue.
| Employees | 3 (2 on RocketReach) |
| Founded | 2024 |
| Address | One Sansome, Suite 3500, San Francisco, California 94105, US |
| Industry | Financial Services |
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WealthQuant Questions
Ginger Chien is the Founder of WealthQuant.
2 people are employed at WealthQuant.
WealthQuant is based in San Francisco, California.
Top WealthQuant Employees
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Ginger Chien
Founder at WealthQuant
San Francisco, CA, US13
