Kwanti Employee Directory

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!

Find Kwanti employees' phone numbers or email addresses

Kwanti Global Highlights

North America
10

United States Of America
10

Kwanti's Leadership

P. G.
Chief Growth Officer
Mobile Phone
Email
J. G.
Chief Technology Officer
Mobile Phone
Email
J. G.
Chief Technology Officer
Mobile Phone
Email
J. S.
Head Of Customer Experience
Mobile Phone
Email
C. G.
Founder & Ceo
Mobile Phone
Email
T. Z.
Software Engineer
Mobile Phone
Email
A. J. J.
Software Engineer
Mobile Phone
Email
A. W.
Student Intern
Mobile Phone
Email

Kwanti Employee Metrics

100%

50%

0%

2024

2023

Engineering
Sales
Other
Education

Contact profiles from Kwanti

Name

Title

Contact Info

Location

Last Update

P. G.
Chief Growth Officer
Mobile Phone
Email
United StatesCalifornia
Oct 17, 2024
C. G.
Founder & Ceo
Mobile Phone
Email
United StatesCalifornia
Oct 17, 2024
J. G.
Chief Technology Officer
Mobile Phone
Email
United StatesCalifornia
Oct 21, 2024
J. G.
Chief Technology Officer
Mobile Phone
Email
Oct 18, 2024
J. S.
Head Of Customer Experience
Mobile Phone
Email
United StatesIllinois
Oct 22, 2024
T. Z.
Software Engineer
Mobile Phone
Email
United StatesCalifornia
Oct 18, 2024
A. J. J.
Software Engineer
Mobile Phone
Email
United StatesCalifornia
Oct 21, 2024
A. W.
Student Intern
Mobile Phone
Email
United StatesCalifornia
Oct 17, 2024

Frequently Asked Questions

What is Kwanti known for?

Kwanti was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 50 California St Suite 1500 San Francisco, California 94111 US. Explore Kwanti's company overview page for more information.

What is Kwanti's most common email format?

Kwanti employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kwanti email formats with LeadIQ.

How many employees does Kwanti have currently?

Kwanti has approximately 5 employees as of April 2023. These team members are located across 1 continents, including North America.

Who are Kwanti's key employees and leadership?

As of April 2023, Kwanti's key employees include:

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

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