Company Email Format

Kwanti

Investment Management 50 California St 9 employees

Employees: 9
Contacts: 3
Emails: 3
Phones: 2

kwanti.com LinkedIn

Kwanti Overview

Headquarters: 50 California St
Website: kwanti.com
Industry: Investment Management
Employees: 9
Founded: 2008
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Portfolio Analytics Model Management Stress Testing Prospect Conversion Client Acquisition Client Retention Investment Data Portfolio Data Portfolio Analysis Proposals Proposal Generation Data Visualization

About Kwanti

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!

Kwanti Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Kwanti Org Chart

Sample employees and titles

Name	Title	Location	Contact
Christophe Gauthron	Founder & CEO - Kwanti	San Francisco, California, United States	Email Phone
Patric Glassell	Head of Growth @ Kwanti	San Francisco, California, United States	Email Phone
Jean-Charles Giomi		Menlo Park, California, United States	Email
Neeha Kandikattu	Product Engineer @ Kwanti	San Francisco Bay Area, United States	View