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RIA Edge Orange County

Early bird prices expiring

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October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA

Kwanti

Profile

Founded after the 2008 financial crisis to give advisors better tools for measuring risk and performance, Kwanti now delivers institutional-caliber portfolio analytics: allocation analysis, risk metrics, stress testing, and proposal generation — trusted daily by thousands of advisory firms. Repeat Winners of the Wealthies Portfolio Analytics award, Kwanti remains WealthTech's best kept secret among independent advisors, RIAs, and enterprise broker-dealers.