In the News

Media activity from 2024-2026

ThinkAdvisor – 3 Steps to True Hyper-Personalization in Wealth Management

January 15, 2026

InvestmentNews – 25 portfolio risk management tools advisors and RIAs should know

November 25, 2025

InvestmentNews – Top portfolio allocation software choices for RIAs

November 25, 2025

InvestmentNews – 10 best portfolio risk software for RIAs

November 25, 2025

InvestmentNews – Kwanti founder Christophe Gauthron Named to 2025 InvestmentNews Hot List

November 11, 2025

Chris Latham – Patric Glassell Discusses Upcoming Industry Conferences

October 23, 2025

The Wealth Advisor – Patric Glassell of Kwanti Interviewed at 2025 Future Proof Festival

October 13, 2025

Yahoo! Finance – Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year

October 1, 2025

ThinkAdvisor – Kwanti Named Finalist in 2025 ThinkAdvisor Luminaries Awards

September 29, 2025

Kitces.com – Kitces Report 2025: The Technology That Independent Financial Advisors Actually Use (And Like)

September 10, 2025

Fiduciary Voices – Technology and AI Roundtable: Transforming Risk Conversations Into Opportunities

September 8, 2025

WealthManagement.com – Navigating the Shifting Sands: M&A, Hyper-Personalization and the Modern Advisor

September 5, 2025

2025 WealthManagemnet.com Industry Awards WInner

WealthManagement.com – Kwanti Named Winner for Portfolio Analytics in 2025 WealthManagement.com Industry Awards

September 4, 2025

RIA Channel – Kwanti’s Patric Glassell On The Job Of A Financial Advisor

August 11, 2025

T3 Technology Tools for Today – T3 Hot & Happening 2025 Podcast: Innovation, Insight, and the Future of Fintech for Financial Advisors

July 28, 2025

Yahoo! Finance – Kwanti Unveils Unrivaled Cover Page Customization, Elevating Advisor Branding and Enterprise Identity

July 22, 2025

InvestmentNews – Kwanti Named Excellence Awardee in 2025 InvestmentNews Awards

June 25, 2025

Chris Latham – Patric Glassell on Customized Reporting for Investors and Advisors

June 11, 2025

SwiftCam Conference Videos – Patric Glassell of Kwanti – SwiftCam at FPA NorCal 2025

June 7, 2025

2025 WealthManagemnet.com Industry Awards

WealthManagement.com – Kwanti Named Finalist in 2025 WealthManagement.com Industry Awards

June 2, 2025

FinTech Global – Kwanti Named to 2025 WealthTech 100 List of World’s Most Innovative WealthTech Companies

June 2, 2025

WealthManagement.com – Unlocking Organic Growth: Experts Share Advisor Strategies from T3

March 31, 2025

Yahoo! Finance – Kwanti Earns High Customer Satisfaction Ratings in 2025 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

March 19, 2025

Citywire – Inside the battle for Morningstar Office user

March 11, 2025

RIA Channel – Kwanti’s Gauthron On An Analytical Platform For Both Advisors And Clients

March 7, 2025

T3 Technology Tools for Today – Kwanti Featured in the 2025 T3/Inside Information Software Survey at 2025 T3 Conference

March 4, 2025

SwiftCam Conference Videos – Matt Wisz of Kwanti speaks with Marie Swift – SwiftCam at the 2025 Advyzon Conference

Februrary 28, 2025

Advisor Perspectives by VettaFi – 2025 Wealthtech Landscape: Clarity & Consolidation for Financial Advisors

January 15, 2025

ThinkAdvisor – From the Red Carpet at the 2024 ThinkAdvisor Luminaries: How Kwanti Continues to Innovate With a Small, Dedicated Team

December 27, 2024

WealthManagement.com – 2025 WealthTech Landscape: A Year of Clarity and Consolidation for Advisors

December 23, 2024

The Fintech Times – WealthTech and Wealth Management in 2025: Key Trends Shaping the Future of Finance

December 22, 2024

SwiftCam Conference Videos – Patric Glassell of Kwanti speaks with Colin Swift – SwiftCam at Schwab IMPACT 2024

December 14, 2024

Rethinking65 – Kwanti Adds Risk-Profiling Tools for Advisors

November 12, 2024

Yahoo! Finance – Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform

November 12, 2024

Financial Planning Magazine – How AI is changing financial advisors’ jobs

September 24, 2024

citybiz – Kwanti Wins 2024 WealthManagement.com Industry Award for Portfolio Analytics

September 24, 2024

ThinkAdvisor – Kwanti Named 2024 ThinkAdvisor Luminaries Finalist

September 12, 2024

Financial Planning Magazine – The cybersecurity questions advisors must ask vendors, according to tech execs

September 10, 2024

Financial Planning Magazine – Tech execs: Don’t adopt advisor AI because of FOMO

September 6, 2024

2024 WealthManagement.com Industry Awards Winner

WealthManagement.com – Kwanti Named Winner for Portfolio Analytics in 2024 WealthManagement.com Industry Awards

September 5, 2024

EVO Wealth Consulting – 3 Good Questions Interview with Kwanti’s Patric Glassell

August 15, 2024

Yahoo! Finance – Betterment for Advisors Bolsters Platform with Kwanti

June 25, 2024

WealthManagement.com – Approaching The Tech Stack From A Tax-Smart Perspective

June 21, 2024

WealthManagement.com – Kwanti Named Finalist in 2024 WealthManagement.com Industry Awards

June 4, 2024

TechFinitive – Patric Glassell, Head of Sales at Kwanti: “Aspiring fintech professionals should embrace risk and uncertainty”

May 31, 2024

Financial Planning Magazine – In AI we trust? The peril and potential of embracing AI in wealth

May 14, 2024

Advisor Perspectives by VettaFi – Leveraging Tech to Customize Model Portfolios

April 22, 2024

XY Planning Network – How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25

April 3, 2024

Wealth Solutions Report – Kwanti CEO Addresses Platform Growth, Advisor Satisfaction And Client Retention

March 5, 2024

Valiant CEO – Behind Kwanti: Christophe Gauthron on Building a Leading Portfolio Analytics Solution

March 4, 2024

WealthManagement.com – How Kwanti is Simplifying Portfolio Analytics

March 4, 2024

SwiftCam Conference Videos – Compilation Podcast Episode from the 2024 T3 Technology Tools for Today Advisor Conference

February 27, 2024

citybiz – Kwanti Earns High Customer Satisfaction Ratings in 2024 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

February 13, 2024

Wealth Solutions Report – Wealthtech Firm Of The Year: Kwanti

January 29, 2024

T3 Technology Tools for Today – Joel Bruckenstein and Bob Veres Reveal Results of the 2024 Financial Advisor Software Survey

January 23, 2024