Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Sustainability and ESG data platform for investors and wealth managers
Founded 2017201-500 employeesclarity.aiNot yet confirmed by the company
Clarity AI sells sustainability and other non-financial data, analytics and reporting software to asset managers, banks, wealth managers, family offices and companies. Its wealth management offering helps advisers apply client values and regulatory preferences to portfolios and explain the results to clients.
The platform scores companies, funds and governments on ESG risk, climate and nature measures, and controversies. For wealth firms it supports exclusion screens, ESG risk assessment, portfolio carbon footprint and biodiversity alignment, and branded, personalized client reports. It also maps data to European rules such as SFDR, the EU Taxonomy and the sustainability-preference questions under MiFID II. The company says its coverage spans more than 70,000 companies, upward of 430,000 funds and about 400 governments at national and local level, and that each data point can be traced to its source. Delivery options include a web platform, data feeds, an AI agent and, since July 2026, an MCP connection that brings its screening into Claude and ChatGPT.
Clarity AI was founded in 2017. Its timeline lists a 2025 acquisition of ecolytiq alongside an investment from Visa, a 2026 merger with Glass Lewis to combine sustainability, governance and stewardship data, and a partnership with RiskThinking.ai. The company's site lists a workforce of 200 to 500 people.
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
Data & researchPer seat
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
Data & researchCustom quote
Market data, portfolio analytics and client reporting for advisors
Data & researchFree tier, paid plans
Investment research, portfolio analytics and proposal software for advisors
Data & researchPer seat
Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group
Data & researchCustom quote
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