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SunQuest Logo
SunQuest CB Rank
1433540
Heat Score
60
SunQuest is a wealth management firm that offers portfolio, investment management, and advisory services.
Founded
obfuscation
Private North Wales, Pennsylvania, United States sunquestwm.com/
Advice
Financial Services
Wealth Management
Overview

SunQuest
Heat Score
60

Growth Score
pts
in past quarter
Heat Score 60
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About SunQuest

CB Rank
1433540
SunQuest is a wealth management firm that offers portfolio, investment management, and advisory services.
Founded
obfuscation
Private North Wales, Pennsylvania, United States sunquestwm.com/
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name SunQuest Wealth Management, LLC
Operating Status Active
Company Type For Profit
Founders  Paul P. Sun
About the Company
SunQuest is a wealth management firm that offers portfolio, investment management, and advisory services. They provide services to individuals, pension and profit sharing plans, trust, estates, charitable organizations, corporations, and other business entities.
Phone Number +1-484-744-1428
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management Services
Management of client portfolios through asset allocation, investment selection, and continuous monitoring to meet individual financial goals.
Financial Advisory Services
Consultation to determine clients' investment objectives and develop strategies aligned with their financial needs and goals.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$86.3KThis year, SunQuest is projected to spend $86.3K on IT, according to Aberdeen.

Active Website Tech Count

3SunQuest is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, Euro, and  CommonCrawl Top 100m.
Sub-Organizations
Frequently Asked Questions

Where is SunQuest's headquarters? SunQuest is located in North Wales, Pennsylvania, United States.Who are SunQuest's competitors? Alternatives and possible competitors to SunQuest may include Betterment, Morgan Stanley, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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