Insights

Innovative Platform Kwanti offers a comprehensive, easy-to-use portfolio analytics platform tailored for financial advisors, making it an attractive solution for firms seeking to enhance client engagement, prospect conversion, and portfolio management capabilities.

Frequent Enhancements Recent launches of new features and consistent recognition, including winning industry awards, demonstrate Kwanti's commitment to innovation and staying ahead of market demands, which presents opportunities to upsell upgraded capabilities to existing clients.

Strategic Integrations Integration with custodians and platforms like Advyzon indicates Kwanti's capability to seamlessly connect with key advisor systems, making it appealing for firms looking to streamline their workflow through integrated analytics solutions.

Market Recognition Multiple awards and finalist nominations affirm Kwanti’s reputation and credibility within the portfolio analytics space, making it a compelling choice for advisors and firms seeking validated, industry-trusted tools.

Targeted User Base With a relatively small but focused team and a revenue range between 1M and 10M, Kwanti offers a flexible, growth-oriented opportunity for firms that are looking to adopt boutique, specialized analytics platforms tailored for financial advisors.

Kwanti Tech Stack

Kwanti uses 8 technology products and services including Cloudflare, Google Workspace, React, and more. Explore Kwanti's tech stack below.

Cloudflare

Content Management System

Google Workspace

React

Javascript Frameworks

Lightbox

Javascript Libraries

jQuery

Javascript Libraries

jQuery Mobile

Mobile Frameworks

Animate.css

UI Frameworks

Apache

Web Servers

Kwanti Email Formats	Example	Percentage
First@kwanti.com	John@kwanti.com	25%
First.Last@kwanti.com	John.Doe@kwanti.com	25%
First@kwanti.com	John@kwanti.com	25%
First.Last@kwanti.com	John.Doe@kwanti.com	25%

Kwanti Email Formats

Example

Percentage

First@kwanti.com

John@kwanti.com

25%

First.Last@kwanti.com

John.Doe@kwanti.com

25%

First@kwanti.com

John@kwanti.com

25%

First.Last@kwanti.com

John.Doe@kwanti.com

25%

Frequently Asked Questions

Where is Kwanti's headquarters located?

Kwanti's main headquarters is located at 50 California Street Suite 1500 San Francisco, California 94111 United States. The company has employees across 1 continents, including North America.

What is Kwanti's official website and social media links?

Kwanti's official website is kwanti.com and has social profiles on LinkedIn.

What is Kwanti's NAICS code?

Kwanti's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Kwanti have currently?

As of March 2026, Kwanti has approximately 10 employees across 1 continents, including North America. Key team members include Chief Technology Officer: J. G.Software Engineer: W. F.. Explore Kwanti's employee directory with LeadIQ.

What industry does Kwanti belong to?

Kwanti operates in the Investment Management industry.

What technology does Kwanti use?

Kwanti's tech stack includes CloudflareGoogle WorkspaceReactLightboxjQueryjQuery MobileAnimate.cssApache.

What is Kwanti's email format?

Kwanti's email format typically follows the pattern of First@kwanti.com. Find more Kwanti email formats with LeadIQ.

When was Kwanti founded?

Kwanti was founded in 2008.

Kwanti

Q: What is Kwanti's official website and social media links?

Kwanti's official website is kwanti.com. Kwanti has social profiles on LinkedIn.

Q: How many employees does Kwanti have currently?

Kwanti has approximately 10 employees.

Q: What technology does Kwanti use?

Kwanti's tech stack includes Yoast SEO, Google Tag Manager, X-Content-Type-Options, easy pie chart, Nginx.

Q: What is Kwanti's NAICS code?

Kwanti's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United 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!

Insights

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Kwanti Tech Stack

Media & News

Kwanti, Inc. launched features to award-winning portfolio analytics platform on Mar 10th '26.

Kwanti, Inc. attends event ThinkAdvisor 2025 Luminaries Awards.

Kwanti, Inc. recognized as finalist at ThinkAdvisor 2025 Luminaries Awards.

Kwanti, Inc. receives award WealthManagement.com Industry Award for Portfolio Analytics.

Kwanti, Inc. integrates with Advyzon Investment Management LLC..

Kwanti, Inc. recognized as WealthManagement.com Industry Awards finalist for portfolio analytics.

Kwanti, Inc. hired Patric on Nov 14th '23.

Kwanti's Email Address Formats