Unlock New Access

Partner with us to reach the right advisors.

We believe the best outcomes happen through thoughtful partnership conversations. Provide a few details to begin the process.

We partner with solutions that complement our advisors’ needs, offer compelling value, and support better outcomes for clients.

Tell us about your firm and investment solution. We’ll follow up to learn more and explore alignment.

General Inquiries

inquiries@quincywells.com

Call Our Office

(312) 205-6458

Corporate Office

145 South Wells Street,
Suite 1301, Chicago, IL 60606

Office Hours

Monday to Friday,
8:30 AM to 5:00 PM
We aim to respond to all inquiries within one business day.

How the process works

1

Submit your inquiry.

Complete the form with details about your firm and investment solution.

2

Discovery conversation.

We schedule a conversation to better understand your solution, process, and how we might work together.

3

Initial review.

Our team reviews your materials to assess alignment with our partnership criteria.

4

Next steps.

If there’s a mutual fit, we’ll outline potential next steps and request any additional information needed.

Selective by design.

We consider a limited number of partners each quarter to ensure quality and focus.

Partnership Conversation

Let’s explore the right partnership fit.

If your solution is built to support advisors and clients, we welcome a thoughtful conversation about alignment, relevance, and long-term partnership potential.