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Kwanti

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!

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Kwanti Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Kwanti's Leadership

Kwanti Employee Metrics

100%
50%
0%
2024
2023
  • Engineering
  • Sales
  • Other

Contact profiles from Kwanti

Name
Title
Contact Info
Location
Last Update

Frequently Asked Questions

What is Kwanti known for?

Minus sign iconPlus sign iconKwanti 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?

Minus sign iconPlus sign iconKwanti 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?

Minus sign iconPlus sign iconKwanti 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?

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

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

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