Insights

Recent Integrations Kwanti has recently integrated with Altruistindia and partnered with altruist.com, expanding its reach and enhancing its services. Leveraging these new integrations can open doors for cross-selling opportunities and attract clients seeking comprehensive portfolio analytics.

New Features Kwanti has launched Tax Portfolio Analysis, advanced Model Tracking, and Kwanti Screener, offering innovative tools that set it apart in the financial services market. Highlighting these new features can showcase Kwanti's commitment to providing cutting-edge solutions to potential clients.

Tech Stack Advantages With a tech stack including Cloudflare, React, and Ruby, Kwanti demonstrates its technological capabilities and readiness to meet the evolving needs of financial advisors and investment managers. Emphasizing the robustness of its tech infrastructure can appeal to tech-savvy clients seeking reliable and efficient portfolio analytics solutions.

Marketplace Expansion Kwanti's addition of WisdomTree to its model marketplace enhances the range of investment options available to clients. Utilizing this expanded marketplace as a selling point can attract clients looking for diverse and tailored investment strategies to optimize their portfolios.

Enhanced Platform Offerings The two new enhancements to Kwanti's platform, including Tax Drag Analysis, enable advisors to provide better insights into hidden portfolio expenses and tax implications. Positioning these enhancements as value-added services can differentiate Kwanti in the competitive landscape and attract clients seeking comprehensive portfolio analysis tools.

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.Chief Technology Officer: J. G.Chief Technology Officer: J. 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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