FinovateSpring 2026 / Quanto
Presenter Profile:
How they describe themselves: Quanto is an all-in-one AI operating system for financial advisors and wealth management firms that not only centralizes over 30+ different tools but automates over 1,000+ workflows.
How they describe their product/innovation: Unlike most platforms that only do one thing but not the other and with even the most innovative interfaces only tackling a few of the major tools advisors need, Quanto took a different approach, ensuring financial advisors an end-to-end experience unlike anything else.
Beyond showing you automations during a live meeting, we are going to show you what the interface looks like under the hood of our own RIA – Registered Investment Advisory firm.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Richard Corral (CEO), [email protected], 630-863-8571