Our mission: Simplify the complexity of portfolio analysis to better serve your clients.
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.
Meet the Team
Christophe Gauthron, CFA
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 major computer and mobile phone companies.
“One of my greatest professional joys is talking with advisors to better understand their needs, and then building solutions for them into our product.”
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 much the quality of software can impact quality of work.”
Josh came to Kwanti after getting his start as an advisory firm associate. That experience gave him a deep understanding of advisor needs, which he now uses to contribute to Kwanti’s product direction and growth.
“Technical problem-solving has always been something I’ve enjoyed. Helping our advisors achieve success by solving their analytics questions is something that drives me every day.”
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 input on user experience, functionality, and enhancements that impact the productivity of other advisors like myself is an experience that I’ll never get tired of experiencing.”