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
Director of Product Strategy
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
Chief Growth Officer
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
Tanya is passionate about creating intuitive user interfaces that cater to users’ needs. Her extensive experience building customer-facing SaaS products across various industries enables her to enhance Kwanti’s products and features effectively.
“As a software engineer, I leverage my problem-solving skills and creativity to develop features that customers love while ensuring that the code is high-quality and maintainable.“
Neeha Kandikattu
Product Engineer
Neeha joined Kwanti as her first full-time role, with knowledge of investing and a backend development internship. She brings a knack for innovative solutions, creativity, and passion for customer experience.
“I strive to equip advisors with seamless financial solutions and exceptional support.“
Matt Wisz II
Product Specialist
Matt is passionate about the intersection of investments and technology. With three years of direct RIA experience, he brings valuable insights into advisor workflows. His experience across financial services and fintech allows him to bridge the gap between data-driven solutions and advisor needs.
“I enjoy problem solving and finding ways to make complex financial insights more accessible, helping advisors make informed decisions with confidence.”
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