Quantum Econometrics

Quantum Econometrics

Quantum Econometrics was founded in 2005 and operates from Port Moody, Canada. The firm is not a wealth manager in the conventional sense — it is a software and services provider for financial advisors, RIAs, CFPs, and insurance agents. Its platform delivers personalized website design, a customizable content library, and digital marketing tooling that helps individual practitioners attract and convert prospects online. The firm’s offering spans website design, social media sharing, automated email marketing, calendar scheduling, and web accessibility solutions. It supports a partner ecosystem that includes LPL Financial and serves thousands of advisory practices, primarily in North America. The business model centers on recurring platform subscriptions paired with professional services for initial site build and ongoing optimization. CEO Graham Turner oversees a company that positions itself as an extension of an advisor’s marketing team, with in-house support staff handling compliance, content, and design requests. The firm’s website publishes testimonials from advisors at LPL Financial, Money Karma, Reviresco Wealth Advisory, Courier LLC, and Prairie Wealth Planning Consultants. In recent years, the firm has emphasized personalization as a core differentiator, citing internal research that companies investing in online personalization outsell peers by over 30%. Quantum Econometrics operates at the infrastructure layer of the wealth management industry — its product is the digital plumbing that advisors use to build client-facing brands. That positioning gives the firm broad exposure across the independent advisory channel without managing client assets or taking custody, a structural profile closer to a vertical SaaS company than a traditional financial institution.