Insights

Integration with Altruistindia Kwanti recently integrated with Altruistindia, a modern custodian catering exclusively to RIAs. This partnership opens up new sales opportunities for Kwanti within the RIA community, leveraging Altruistindia's client base.

Tax Portfolio Analysis Feature The introduction of Tax Portfolio Analysis by Kwanti provides a unique selling point for financial advisors. With the ability to identify hidden portfolio expenses and tax liabilities, Kwanti can position itself as a crucial tool for optimizing client portfolios and attracting new business.

Model Tracking Launch Kwanti's recent launch of advanced Model Tracking enhances its appeal to investment managers seeking robust portfolio analytics. This feature enables advisors to efficiently track model performance, making Kwanti a valuable asset for those focused on model management and optimization.

Kwanti Screener Feature The release of Kwanti Screener offers a competitive edge for financial advisors looking to streamline their asset selection process. This feature enables advisors to identify the best-performing assets quickly, presenting Kwanti as a solution that saves time and enhances investment decision-making.

Partnership with WisdomTree By adding WisdomTree to its model marketplace, Kwanti has expanded its offering and sales potential. This partnership brings additional credibility to Kwanti's platform and opens avenues for collaboration with investors interested in WisdomTree's products.

Kwanti Tech Stack

Kwanti uses 8 technology products and services including Cloudflare, Google Font API, React, and more. Explore Kwanti's tech stack below.

  • Cloudflare
    Content Management System
  • Google Font API
    Font Scripts
  • React
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • Ruby
    Programming Languages
  • Envoy
    Web And Application Servers

Media & News

Kwanti's Email Address Formats

Kwanti uses at least 1 format(s):
Kwanti Email FormatsExamplePercentage
First@kwanti.comJohn@kwanti.com
25%
First.Last@kwanti.comJohn.Doe@kwanti.com
25%
First@kwanti.comJohn@kwanti.com
25%
First.Last@kwanti.comJohn.Doe@kwanti.com
25%

Frequently Asked Questions

Where is Kwanti's headquarters located?

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Kwanti's main headquarters is located at 50 California St Suite 1500 San Francisco, California 94111 US. The company has employees across 1 continents, including North America.

What is Kwanti's official website and social media links?

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Kwanti's official website is kwanti.com and has social profiles on LinkedIn.

What is Kwanti's NAICS code?

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Kwanti's NAICS code is 52 - Finance and Insurance.

How many employees does Kwanti have currently?

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As of April 2023, Kwanti has approximately 5 employees across 1 continents, including North America. Key team members include Chief Technology Officer: J. G.Head Of Sales: P. G.Head Of Customer Experience: J. S.. Explore Kwanti's employee directory with LeadIQ.

What industry does Kwanti belong to?

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Kwanti operates in the Financial Services industry.

What technology does Kwanti use?

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Kwanti's tech stack includes CloudflareGoogle Font APIReactjQuery MigrateLightboxMoment.jsRubyEnvoy.

What is Kwanti's email format?

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Kwanti's email format typically follows the pattern of . Find more Kwanti email formats with LeadIQ.

When was Kwanti founded?

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Kwanti was founded in 2008.
Kwanti

Kwanti

Financial ServicesCalifornia, United States2-10 Employees

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals.

Features:
  * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks
  * Custom client proposals and reports with built-in PDF editor
  * Integrations with third party vendors and custodians

Visit Kwanti.com today for a free 30-day trial!

Section iconCompany Overview

Headquarters
50 California St Suite 1500 San Francisco, California 94111 US
Website
kwanti.com
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
2-10

Section iconFunding & Financials

Section iconFunding & Financials

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