Our mission: Simplify portfolio analysis to better serve your clients.
Our Story
Since day one it has been our goal to provide superior metrics and visuals that inspire advisors to go deeper in their analysis of investment risk and performance. We believe that when advisors have the tools they need to feel confident in their portfolio decisions, their clients are the ones who ultimately benefit most.
Christophe Gauthron, CFA
Founder & CEO
Christophe built Kwanti on the vision that advisors with access to comprehensive and affordable portfolio analytics could serve their clients better. Prior to Kwanti, Christophe developed mathematical software for the computer and telecommunications industry.
“One of my greatest professional joys is talking with advisors to better understand their needs, and then building solutions for them into our products.”
Jean-Charles Giomi
Chief Technical Officer
Jean-Charles has a 25-year track record of innovation and development at several Silicon valley startups, which he now leverages to help Kwanti develop its platform at a flexible, nimble pace of change.
“I’m passionate about delivering a great user experience to our advisors, because I know how the quality of our software directly impacts the quality of their work.”
Josh Schwaber
Head of Customer Experience
Josh brings invaluable expertise to Kwanti, leveraging his background working at an RIA. His deep understanding of advisor needs is pivotal to Kwanti’s product direction and ensuring Kwanti’s unparalleled customer satisfaction.
“Technical problem-solving has always been something I’ve enjoyed. Helping our advisors succeed by resolving their questions on analytics drives me every day.”
Patric Glassell
Head of Sales
Patric loves working with great products and is passionate about the solutions Kwanti’s platform provides to their clients. Patric managed and scaled sales divisions within SaaS FinTechs for 15 years, has been an investor in Venture Capital, and was a leader at some of the world’s largest financial institutions.
“I am driven to build relationships, understand client needs, and help companies maximize their value.”
William Fu
Software Engineer
William came to Kwanti after starting his software development career in the banking industry. He brings his curiosity, drive, and experience to Kwanti to help build and expand the products.
“My goal in software development is to make everyone’s lives easier and more streamlined, from the users to the developers.”
Arman Joachim Jiro
Software Engineer
Arman Joachim (“AJ” as he’s known to the rest of the team) joined Kwanti after an investment analytics internship. He brings fresh ideas, enthusiasm and dedication to the team.
“I am driven to this work every day because I care about our advisors and have passion for Kwanti.”
Tanya Zhong
Software Engineer
Neeha Kandikattu
Product Engineer
Bernie Braudis
Advisor Relations
Bernard (or “Bernie” as he’s known to the rest of the team) was an early adopter of Kwanti. He soon joined to provide the team with the close perspective of a practicing advisor so the platform would stay true to solving the needs of modern advisory firms.
“Being able to provide insight on the user interface, functionalities, and enhancements that impact the productivity of other advisors like myself is a mission that I’ll never get tired of.”
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