Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
ETF database, selection and analysis platform for professional investors, advisors and issuers
Founded 201611-50 employeesPart of a larger companytrackinsight.comNot yet confirmed by the company
Trackinsight is an ETF data and analytics provider used by professional investors, advisors, institutions and fund issuers to research and select exchange-traded funds. It maintains its own ETF database built with direct input from issuers.
Its services cover ETF screening and selection, analytics for manager and fund selection, and tools for building and optimizing ETF portfolios. The company also runs partner websites with stock exchanges and financial media aimed at professional ETF investors, and markets an enterprise platform for institutional ETF research and compliance work.
Trackinsight was founded in 2016 and reported about 30 staff across Europe and North America at the time of its 2024 deal. In September 2024 Kepler Cheuvreux became its majority shareholder; the Trackinsight brand continues to operate independently and is part of Kepler Cheuvreux's ETF offering. Pricing is not published.
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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