Kwanti

Wealth Management TechPortfolio AnalyticsLow PriorityNot Contacted
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Overview

Portfolio analytics and investment research platform for advisors with fund analysis and model management

Core Product

Portfolio analytics platform

Strategic Fit for DCC

Portfolio analytics could add Bitcoin correlation studies and ETF performance tracking

Integration Potential

Bitcoin fund analysis

Leverage Type:Analytics integration

Financial Profile

Estimated Revenue
$5M-$15M
Valuation Range
$30M-$60M
Revenue Model
SaaS subscription
Profitability
Stable
Recurring Revenue Strength
Recurring SaaS

Risk Assessment

Niche market

Company Information

Headquarters
United States
Founded
2011
Employees
10-30
Geographic Focus
North America
Primary Customers
Financial Advisors

Ownership & Funding

Ownership Type
Private
Last Known Funding
None disclosed

Leadership

CEO
TBD
Research Date
2026-02-24