In the news
Press, podcasts, and
industry recognition
Media activity from 2024 to today — interviews, awards, and coverage of Kwanti and our team.
T3 Hot & Happening Podcast
AI, Automation, and the Future of Advice
May 4, 2026
The Daily Upside
AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
April 23, 2026
Wealth Management
Building a Tech Stack for Deep Financial Planning
April 10, 2026
Wealth Management
Beyond the Hype: Using AI Wisely in Wealth Management (Video)
April 5, 2026
Advisorpedia
Key Insights From the 2026 T3 Conference
April 1, 2026
Bob Veres’ Inside Information
Fintech in Flux
March 31, 2026
Financial Planning Magazine
The T3 2026 announcements that wealth managers should know: Kwanti debuts some upgrades, teases others
March 16, 2026
T3 Technology Tools for Today
Kwanti’s Josh Schwaber on the T3 Social Cam at 2026 T3 Conference
March 11, 2026
Family Wealth Report
Back Office Jobs At Risk; Advisors Safe (For Now): T3 Tech Conference
March 11, 2026
ThinkAdvisor
Kwanti Rolls Out Cash Flow Scenarios Tool
March 10, 2026
T3 Technology Tools for Today
Kwanti Featured in the 2026 T3/Inside Information Software Survey at 2026 T3 Conference
March 10, 2026
Associated Press
Kwanti Announces New Cash Flow and Watchlist Tools, Teases AI-Powered Features for 2026
March 10, 2026
ThinkAdvisor
3 Steps to True Hyper-Personalization in Wealth Management
January 15, 2026
InvestmentNews
Top portfolio allocation software choices for RIAs
November 25, 2025
InvestmentNews
25 portfolio risk management tools advisors and RIAs should know
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
Kitces.com
Kitces Report 2025: The Technology That Independent Financial Advisors Actually Use (And Like)
September 29, 2025
Fiduciary Voices
Technology and AI Roundtable: Transforming Risk Conversations Into Opportunities
September 10, 2025
WealthManagement.com
Navigating the Shifting Sands: M&A, Hyper-Personalization and the Modern Advisor
September 8, 2025
WealthManagement.com
Kwanti Named Winner for Portfolio Analytics in 2025 WealthManagement.com Industry Awards
September 5, 2025
RIA Channel
Kwanti’s Patric Glassell On The Job Of A Financial Advisor
September 4, 2025
T3 Technology Tools for Today
T3 Hot & Happening 2025 Podcast: Innovation, Insight, and the Future of Fintech for Financial Advisors
August 11, 2025
Yahoo! Finance
Kwanti Unveils Unrivaled Cover Page Customization, Elevating Advisor Branding and Enterprise Identity
July 28, 2025
InvestmentNews
Kwanti Named Excellence Awardee in 2025 InvestmentNews Awards
July 22, 2025
Chris Latham
Patric Glassell on Customized Reporting for Investors and Advisors
June 25, 2025
SwiftCam Conference Videos
Patric Glassell of Kwanti – SwiftCam at FPA NorCal 2025
June 11, 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
June 2, 2025
WealthManagement.com
Unlocking True Hyper-Personalization in Wealth Management (Video)
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 24, 2025
Citywire
Inside the battle for Morningstar Office user
March 19, 2025
RIA Channel
Kwanti’s Gauthron On An Analytical Platform For Both Advisors And Clients
March 11, 2025
T3 Technology Tools for Today
Kwanti Featured in the 2025 T3/Inside Information Software Survey at 2025 T3 Conference
March 7, 2025
T3 Technology Tools for Today
Kwanti’s Patric Glassell on the T3 Social Cam at 2025 T3 Conference
March 4, 2025
SwiftCam Conference Videos
Matt Wisz of Kwanti speaks with Marie Swift – SwiftCam at the 2025 Advyzon Conference
March 4, 2025
Advisor Perspectives by VettaFi
2025 Wealthtech Landscape: Clarity & Consolidation for Financial Advisors
February 28, 2025
ThinkAdvisor
From the Red Carpet at the 2024 ThinkAdvisor Luminaries: How Kwanti Continues to Innovate With a Small, Dedicated Team
January 15, 2025
WealthManagement.com
2025 WealthTech Landscape: A Year of Clarity and Consolidation for Advisors
December 27, 2024
The Fintech Times
WealthTech and Wealth Management in 2025: Key Trends Shaping the Future of Finance
December 23, 2024
SwiftCam Conference Videos
Patric Glassell of Kwanti speaks with Colin Swift – SwiftCam at Schwab IMPACT 2024
December 22, 2024
Rethinking65
Kwanti Adds Risk-Profiling Tools for Advisors
December 14, 2024
Financial Planning Magazine
How AI is changing financial advisors’ jobs
November 12, 2024
Yahoo! Finance
Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform
November 12, 2024
ThinkAdvisor
Kwanti Named 2024 ThinkAdvisor Luminaries Finalist
September 24, 2024
citybiz
Kwanti Wins 2024 WealthManagement.com Industry Award for Portfolio Analytics
September 24, 2024
Financial Planning Magazine
The cybersecurity questions advisors must ask vendors, according to tech execs
September 12, 2024
Financial Planning Magazine
Tech execs: Don’t adopt advisor AI because of FOMO
September 10, 2024
WealthManagement.com
Kwanti Named Winner for Portfolio Analytics in 2024 WealthManagement.com Industry Awards
September 6, 2024
EVO Wealth Consulting
3 Good Questions Interview with Kwanti’s Patric Glassell
September 5, 2024
Unknown
Yahoo! Finance –
August 15, 2024
WealthManagement.com
Approaching The Tech Stack From A Tax-Smart Perspective
June 25, 2024
WealthManagement.com
Kwanti Named Finalist in 2024 WealthManagement.com Industry Awards
June 21, 2024
Unknown
TechFinitive –
June 4, 2024
Financial Planning Magazine
In AI we trust? The peril and potential of embracing AI in wealth
May 31, 2024
Advisor Perspectives by VettaFi
Leveraging Tech to Customize Model Portfolios
May 14, 2024
XY Planning Network
How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25
April 22, 2024
Wealth Solutions Report
Kwanti CEO Addresses Platform Growth, Advisor Satisfaction And Client Retention
April 3, 2024
Valiant CEO
Behind Kwanti: Christophe Gauthron on Building a Leading Portfolio Analytics Solution
March 5, 2024
T3 Technology Tools for Today
T3 Hot & Happening: Compilation Podcast Episode from the 2024 T3 Conference
March 4, 2024
Unknown
citybiz –
February 27, 2024
Wealth Solutions Report
Wealthtech Firm Of The Year: Kwanti
February 13, 2024
T3 Technology Tools for Today
Joel Bruckenstein and Bob Veres Reveal Results of the 2024 Financial Advisor Software Survey
January 29, 2024
WealthManagement.com
How Kwanti is Simplifying Portfolio Analytics
March 4, 2001