Insights

Integration with Altruist Kwanti recently integrated with Altruist, a modern custodian platform for RIAs. This presents a sales opportunity to target Altruist's users for portfolio analytics needs.

Enhanced Platform Features With the addition of Tax Drag Analysis, Tax Portfolio Analysis, and Model Tracking, Kwanti's platform enhancements provide a strong sales pitch to financial advisors looking for advanced analytics tools to improve client outcomes.

Launch of Kwanti Screener The release of Kwanti Screener allows advisors to efficiently screen for top-performing assets, showcasing Kwanti as a valuable tool for investment research and decision-making.

Expansion with WisdomTree Kwanti's partnership with WisdomTree in the model marketplace indicates a growth trajectory and opens up opportunities to target users of WisdomTree for portfolio analytics services.

New Hire for Standards The addition of Patric to the team emphasizes Kwanti's commitment to high standards in portfolio analytics. Leveraging this narrative can serve as a unique selling point to attract clients seeking excellence in analytics solutions.

Kwanti Tech Stack

Kwanti uses 8 technology products and services including WordPress, Font Awesome, jQuery Migrate, and more. Explore Kwanti's tech stack below.

  • WordPress
    Content Management System
  • Font Awesome
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • prettyPhoto
    Javascript Libraries
  • Webpack
    Miscellaneous
  • Cloudways
    Platform As A Service
  • 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 WordPressFont AwesomejQuery MigrateLightboxprettyPhotoWebpackCloudwaysEnvoy.

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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