Kwanti Revenue

Investment Management • San Francisco, California, United States • 1-10 Employees

Kwanti revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contacts at Kwanti

Jean-Charles Giomi

Chief Technology Officer

Josh Schwaber

Director Of Product Strategy

Company overview

Headquarters	50 California St, Suite 1500, San Francisco, California 94111, US
Phone number	+14153549703
Website	kwanti.com
NAICS	5231
SIC	628
Keywords	Proposals, Client Retention, Data Visualization, Portfolio Analysis, Stress Testing, Client Acquisition, Model Management, Portfolio Analytics, Prospect Conversion, Proposal Generation, Investment Data, Fintech Solution, Portfolio Data
Founded	2008
Employees	1-10
Socials

Kwanti Email Formats

Kwanti uses 2 email formats. The most common is {first name} (e.g., john@kwanti.com), used 60% of the time.

Format	Example	Percentage
{first name}	john@kwanti.com	60%
{first initial}	j@kwanti.com	40%

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!

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Kwanti has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Kwanti has never raised funding before.

Kwanti Tech Stack

Discover the technologies and tools that power Kwanti's digital infrastructure, from frameworks to analytics platforms.

Vimeo

Video players

Swiper

JavaScript libraries

Zendesk

Documentation

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Yoast SEO

SEO

Google Workspace

Frequently asked questions

Kwanti is located in San Francisco, California, US.

You can reach Kwanti at +14153549703.

Kwanti generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Kwanti has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Kwanti was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Kwanti has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Kwanti

Jean-Charles Giomi

Chief Technology Officer

Josh Schwaber

Director Of Product Strategy

4.8

40,000 users