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

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

·~9 min read

Today QuantRidge is live on Product Hunt. Behind that launch is a straightforward argument: the software that manages serious money should not charge you a percentage of that money. This is what we built, who we built it for, what it costs, and the honest list of what it does not do.

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We are live on Product Hunt

QuantRidge is on Product Hunt today. If you have been following along, this is the moment the thing we have been building goes in front of a much wider audience — and the best day to look at it, poke holes in it, and tell us what is missing.

Launch posts are usually a lap of honour. This one is going to be more useful than that: below is the actual argument behind the product, what is inside it, what it costs, and an honest account of what it deliberately does not do. If you are evaluating QuantRidge against a financial advisor or against the pile of tools you currently use, that is the part worth reading.

The problem we built QuantRidge for

Most people managing their own money end up running their financial life across five or six disconnected tools: a brokerage app for positions, a spreadsheet for retirement projections, a second spreadsheet for cost basis, a folder somewhere for the will and the insurance policies, and a news feed for everything else.

Each tool is fine on its own. The damage happens in the gaps between them. A wash sale triggered across two accounts that no single app can see. A beneficiary designation from an employer three jobs ago that quietly overrides the will. An unharvested loss that expires in December. Employer stock that grew into half the portfolio while nobody was measuring. A required minimum distribution that detonates a tax bracket nobody projected.

Those are not exotic failures. They are the ordinary, expensive ones — and they are invisible precisely because no single tool holds the whole picture. QuantRidge exists to be the one record that does.

Why a flat fee instead of 1% of your assets

The traditional way to get help with this is to hand a percentage of your portfolio to an advisor every year — typically around 1% of assets under management. On a $1,000,000 portfolio that is $10,000 a year, charged whether markets rose or fell, and rising automatically as your balance rises.

QuantRidge charges $175 a month — $2,100 a year, flat — and that number does not move when your portfolio grows. Here is the year-one comparison at list pricing:

Portfolio1% AUM fee / yrQuantRidge / yrDifference
$500,000$5,000$2,100$2,900
$1,000,000$10,000$2,100$7,900
$2,000,000$20,000$2,100$17,900

The gap compounds, because money not paid in fees stays invested and keeps earning. We work through that math in detail in the true cost of a 1% AUM fee, and you can run your own numbers in the advisor fee comparison calculator.

One honest caveat, stated plainly: this compares software cost, not services. A good advisor also provides personalized advice, accountability, and a human to call when markets are falling. QuantRidge does not replace that relationship — it replaces the argument that you must pay a percentage of everything you own to get institutional-grade tooling.

What is actually inside: 155 capabilities

QuantRidge ships 155 capabilities across eleven areas. Rather than list them all here, the six pillars that matter most:

Portfolio & performance

Every account in one view, with performance attribution, benchmark-relative returns, allocation drift, factor tilts, concentration alerts, and a rebalancing view that shows the tax consequence before you place the trade.

Tax strategy, year-round

Tax-lot tracking across every linked account, harvestable-loss candidates, wash-sale warnings before the repurchase rather than after, Roth conversion modeling against bracket thresholds, and CPA-ready exports.

Retirement that survives contact with reality

Monte Carlo probability of success, sequence-of-returns stress testing, withdrawal sequencing coordinated with tax brackets, Social Security timing, RMD projection, and the healthcare and long-term-care scenarios most tools leave out.

Estate, legacy & documents

A beneficiary registry that flags the stale designation from three jobs ago, a fiduciary directory, trust and policy inventories, and an encrypted vault for the documents your family will actually need.

AI research agents

Four agents — Analyst, Research, Filing, and Tax & Risk — plus a Research Engine for long-form deep dives, with the reasoning shown and citations back to the filing, never a black box.

Firm-level tools

For RIAs and advisory firms: multi-client workspaces, household grouping, book-wide analytics, cross-client opportunity scanning, roles and permissions, and an audit trail.

The complete, searchable catalog lives on the Ask QuantRidge page, where you can also ask an AI assistant what the platform does and get an answer drawn from our own product documentation — no sales call, no form first.

Who it is for

Self-directed individual investors who manage their own brokerage accounts and want the analytical depth an institution would have, without handing over a percentage of the portfolio to get it.

Retirees and people approaching retirement, where the questions stop being about accumulation and start being about withdrawal sequencing, Social Security timing, RMDs, and whether a bad first decade breaks the plan.

RIAs, financial advisors, and wealth management firms who need the same tooling across an entire book of clients — with household grouping, cross-client opportunity scanning, permissions, and an audit trail. More on that on our RIA and advisor page.

CPAs and estate attorneys who would rather receive an organized export than a shoebox of brokerage PDFs.

What QuantRidge deliberately is not

Launch-day copy tends to imply a product does everything. This is the part we would rather you read before signing up than discover afterwards.

  • Not a Registered Investment Adviser. QuantRidge is software. It does not provide personalized investment advice or tell you what to buy or sell.
  • Not a custodian or broker. Your money stays at your own brokerage. Account connections are read-only — there is no trading authority to misuse.
  • Not a tax preparer. It models tax strategy year-round and produces CPA-ready exports. It does not file your return.
  • Not a law firm. It organizes and models your estate. It does not draft wills or trusts.

Everything the platform produces is informational. For decisions specific to your situation, talk to your own CPA, attorney, or adviser — and read our legal disclosures.

What it costs

Individual is $175 a month with a 14-day free trial and no implementation fee. The first 50 approved accounts — the Founding 50 — lock in $150 a month for as long as they stay subscribed, even if list pricing rises later.

Business is $1,000 a month per firm plus $450 per seat, with a one-time $3,000 implementation covering book import, custodial data, roles, and team training. Founding 50 firms pay $750 plus $350 per seat.

Full details, annual billing, and the FAQ are on the pricing page.

How to support the launch

If any of the above resonates, the single most helpful thing you can do today is leave a comment on our Product Hunt page. Not a generic "congrats" — tell us what is missing, what you would need before switching, or which integration would make the decision for you. We read every one, and requests genuinely shape what we build next.

If you would rather send it privately, there is a request form at the bottom of the Ask QuantRidge page, or you can email us at support@quantridge.net. And if you just want to see whether it holds up against your own numbers, the 14-day trial needs no sales call.

Thanks for reading — and for taking a look today.

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