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Recent Integrations Kwanti has recently integrated with Altruistindia and partnered with altruist.com, expanding its reach and potential client base in the financial services industry. By aligning with these firms, Kwanti has positioned itself to access new sales opportunities and offer its portfolio analytics solutions to their user networks.

Enhanced Platform Features The launch of Tax Drag Analysis, Tax Portfolio Analysis, advanced Model Tracking, and Kwanti Screener showcases Kwanti's commitment to innovation and providing value-added services to financial advisors and investment managers. These enhancements create compelling sales propositions, enabling Kwanti to attract new clients seeking cutting-edge portfolio analytics tools.

Industry Partnerships Kwanti has partnered with WisdomTree to enhance its model marketplace, demonstrating collaborative efforts to offer a diverse range of investment options. Leveraging partnerships with renowned industry players like WisdomTree can serve as a key sales driver by showcasing Kwanti's credibility and ability to deliver comprehensive solutions for portfolio management.

Technology Stack Integration By utilizing a tech stack including Cloudflare, React, Ruby, and more, Kwanti demonstrates a robust technological infrastructure supporting its portfolio analytics platform. This advanced technology integration not only ensures a seamless user experience but also serves as a unique selling point for tech-savvy clients looking for cutting-edge financial tools.

Focus on Customer Satisfaction With the hiring of Patric to maintain high standards in portfolio analytics and customer satisfaction, Kwanti highlights its dedication to providing exceptional service to its clients. This emphasis on customer satisfaction can significantly contribute to driving sales growth through positive word-of-mouth referrals and client retention.

Similar companies to Kwanti

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.

How much revenue does Kwanti generate?

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As of April 2023, Kwanti's annual revenue reached $750K.

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 Growth Officer: P. G.Head Of Customer Experience: J. S.Founder & Ceo: C. G.. 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

  • $10M

    Kwanti's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Kwanti's revenue is in the range of $10M

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