Kwanti
is a California-based provider of portfolio analytics to construct, analyze and present performance, risk, and asset allocation for financial advisors and managers... Read moreKwanti
is a California-based provider of portfolio analytics to construct, analyze and present performance, risk, and asset allocation for financial advisors and managers... Read more
Est. Annual Revenue
<$1M
Est. Employees
<10
News
Mar 10, 2026
Yahoo
Kwanti: Kwanti Announces New Cash Flow and Watchlist Tools, Teases AI-Powered Features for 2026
Oct 01, 2025
Yahoo
Kwanti: Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year
Jul 22, 2025
Yahoo
Kwanti: Kwanti Unveils Unrivaled Cover Page Customization, Elevating Advisor Branding and Enterprise Identity
Mar 19, 2025
Citybizlist
Kwanti: Kwanti Earns High Customer Satisfaction Ratings in 2025 Advisor Software Survey from T3 Technology Tools for Today and Inside Information
Nov 12, 2024
Citybizlist
Kwanti: Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform
Sep 24, 2024
Citybizlist
Kwanti: Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics
Feb 13, 2024
StreetInsider
Press Release: Kwanti : Kwanti Earns High Customer Satisfaction Ratings in 2024 Advisor Software Survey from T3 Technology Tools for Today and Inside Information
Oct 04, 2023
Citybizlist
Kwanti: Kwanti Announces New Integration with Altruist
Aug 22, 2023
PR Newswire
Press Release: Kwanti : Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking
Apr 11, 2023
Aithority
Kwanti: Kwanti Named Best Investment Data/Analytics Tool in 2023 Advisor Software Survey from T3 Technology Tools for Today and Inside Information