Compare products
FinMason vs Kwanti
People
Price
Published entry price
$99per month
Financial Analytics
Annual estimate10 people, entry price
$1,188
Flat rate
Offer
No offer right now
No offer right now
Ask the vendor
Add a product here
Financial Analytics
Overview
Focus
Financial Analytics
Wealth Management
Product
Portfolio analytics and investment intelligence platform for advisors, wealth managers, and asset managers.
Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.
Headquarters
Boston, Massachusetts
Oakland, California
Company size
11-50 employees
11-50 employees
Founded
2015
2013
Pricing details
Plan
Published entry price
Published rate
$99 / month
Billable seats
Flat rate
Pricing source
Source updated
Oct 29, 2026
Oct 29, 2026