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Kwanti pricing
Short answer: Per Kwanti's pricing page (checked October 21, 2026): From $195/user/mo. All 4 listed plans and options are below.
Kwanti plans and prices
| Plan | Price | Note |
|---|---|---|
| Single | $224/user/month | |
| Multi | $195/user/month | minimum 5 users |
| Enterprise | Tailored | |
| Add-ons | SMA data feed and PDF statement extraction, $75/month each (or $810/year) |
Prices as of October 21, 2026, in USD, as listed on Kwanti's pricing page. Vendors change prices often; confirm before you buy.
- Free option: 14-day free trial; no credit card required.
- Kwanti says annual billing saves 10%+.
What drives your Kwanti bill
- Priced per user (or per advisor/seat), so cost grows with headcount.
- Some plans have a minimum number of users.
- Annual billing or an annual term applies to some or all plans.
- Some features are paid add-ons rather than included.
- There is a free plan or trial, so you can test before paying.
Example: At the listed rate, 3 people on Single would cost $672/month ($8,064/year), before taxes, add-ons, setup fees or discounts.
Before you buy
- Statement extraction is an add-on.
- Multi plan needs at least 5 users.
- Spot-check extracted positions before presenting.
Kwanti pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Kwanti | From $195/user/mo | 14-day free trial; no credit card required. | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
| Orion | Contact vendor | None listed | Pricing details |
| Addepar | Contact vendor | None listed | Pricing details |
| Altruist | See vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Kwanti review · Kwanti alternatives · Best portfolio analytics and proposals tools
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FAQ
How much does Kwanti cost?
Single: $224/user/month; Multi: $195/user/month; Enterprise: Tailored; Add-ons: SMA data feed and PDF statement extraction, $75/month each (or $810/year). Prices as of October 21, 2026.
Does Kwanti have a free plan or trial?
14-day free trial; no credit card required.
What should I ask Kwanti about pricing?
Statement extraction is an add-on. Multi plan needs at least 5 users. Spot-check extracted positions before presenting.