Hatton Consulting Acquires Majority Stake in Quantvex

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Combination enhances digital engagement capabilities for industry leading wealth management firm

Hatton Consulting has acquired a majority stake in Quantvex, a venture-backed technology startup focused on digital engagement for the wealth management industry. The acquisition was led by the principals of Hatton Consulting, an independent wealth management firm based in Phoenix, AZ and Santa Barbara, CA. The acquisition will enhance Hatton Consulting’s wealth management offerings with the Quantvex digital platform to more effectively serve its clients in a post-DOL Fiduciary Rule environment.

Quantvex was founded in early 2017 and led by CEO and co-founder, Shang Chou, a graduate of the Massachusetts Institute of Technology and the UCLA Anderson School of Management. The company was incubated within the UCLA Anderson Venture Accelerator and backed by leading venture capital firms like Fika Ventures as well as angel investors.

“Hatton Consulting is a beacon of fiduciary oversight in the wealth management realm and we are delighted to partner with a team that shares our commitment to bringing education and transparency to the industry,” said Shang Chou, CEO and co-founder of Quantvex.

"Hatton Consulting is excited to partner with Quantvex and their innovative technology is expected to enhance and improve the wealth management experience for both current and future clients. Quantvex’s technology aligns tremendously well with the principals and practices of Hatton Consulting, as described in The New Fiduciary Standard by Timothy Hatton and The Wealth Management Experience by James Hatton," said Tigran Unciano, a Private Wealth Manager and Partner of Hatton Consulting.

Terms of the transaction were not disclosed.

About Hatton Consulting

Hatton Consulting was founded in 1999 and provides private wealth management, including comprehensive financial planning, investment, trustee and banking services.  We are passionate about creating enduring relationships with a strong commitment to the highest standards of integrity, experience and service. To learn more, visit http://www.hattonconsulting.com.

About Quantvex

Quantvex is a digital engagement and financial planning platform for the wealth management industry. Founded in 2017, our mission is to empower wealth managers with technology to advise, educate, and engage clients. To learn more, visit http://www.quantvex.com

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info@quantvex.com
Quantvex, Inc.
+1 (949) 607-8268
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Tigran Unciano
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