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


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