Kwanti Employee Directory

Investment ManagementUnited States2-10 Employees

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors. 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 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, risk profiling and reports
  * Automated PDF statement extraction
  * 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
11

United States Of America
11

Kwanti's Leadership

J. G.
Chief Technology Officer
Mobile Phone
Email
W. F.
Software Engineer
Mobile Phone
Email

Kwanti Employee Metrics

100%

50%

2025

2024

Engineering
Sales
Other
Education
Product Management

Contact profiles from Kwanti

Name

Title

Contact Info

Location

Last Update

J. G.
Chief Technology Officer
Mobile Phone
Email
Oct 18, 2024
W. F.
Software Engineer
Mobile Phone
Email
United StatesFlorida
Nov 06, 2025

Frequently Asked Questions

What is Kwanti known for?

Kwanti was founded in 2008 operates in the Investment Management 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 9 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Kwanti's key employees and leadership?

As of October 2025, Kwanti's key employees include:

Chief Technology Officer: J. G.
Software Engineer: W. F.

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