echoloc

Quantinno Capital Management Tech Stack

Tax-optimized portfolio management platform for wealth advisors and family offices

Investment Management New York, NY 51–200 employees Founded 2018 Privately Held

Quantinno runs a serverless, event-driven backend (Python + AWS Lambda + EventBridge + DynamoDB) purpose-built for tax-efficient wealth management. The stack shape—heavy on transactional infrastructure (SQS, API Gateway, Redshift) paired with data processing (Pandas, PyArrow, Polars)—reflects both real-time trading operations and post-trade analytics. Active projects around shadow accounting, reconciliation, and NAV reporting signal a firm scaling operations beyond core portfolio management into the reporting and compliance layer that wealth advisors and family offices demand.

Tech Stack 24 technologies

Core StackPython AWS DynamoDB Redshift AWS Lambda Terraform CloudFormation Pandas Linux Salesforce Apex NumPy ElastiCache AWS SQS EventBridge Amplify API Gateway PyArrow Polars PowerPoint Excel Bloomberg Git CI/CD

What Quantinno Capital Management Is Building

Challenges

  • Client base expansion
  • Scaling backend services
  • Improving cloud infrastructure
  • Ensuring high availability
  • Process inefficiencies
  • Shadow accounting process improvements
  • Reconciliation and nav reporting
  • Reducing account deficiencies impacting trading
  • Preventing trading disruptions
  • Integrating salesforce with cloud infrastructure

Active Projects

  • Development of new products
  • Market research
  • Outbound marketing initiatives
  • Data pipelines and infrastructure
  • Serverless event-driven systems
  • Account systems and platform apis
  • Process improvement and automation initiatives
  • Trade review and preparation
  • Shadow accounting process improvements
  • Updating hfr database monthly

Hiring Activity

Minimal9 roles · 1 in 30d

Department

Engineering
3
Finance
3
Operations
1
Ops
1

Seniority

Mid
3
Senior
3
Junior
1
VP
1
Company intelligence

Find more companies like Quantinno Capital Management by tech stack, pain points and active projects

Get started free

About Quantinno Capital Management

Quantinno Capital Management delivers tax-optimized managed account solutions for wealth advisors and family offices. Founded in 2018, the firm focuses on reducing tax drag through strategies like tax loss harvesting while maintaining consistent investment returns. The product platform handles account servicing, portfolio overlay, and trade execution across multiple asset classes including equities and real estate. Quantinno operates from New York with a lean 51–200-person team split between engineering, finance, and operations—typical of a mid-stage fintech managing client capital at scale.

HeadquartersNew York, NY
Company Size51–200 employees
Founded2018
Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Quantinno Capital Management use?

Python, AWS (Lambda, DynamoDB, SQS, EventBridge, Redshift), Terraform, Salesforce, Bloomberg, and data libraries including Pandas, PyArrow, and Polars. Infrastructure is serverless and event-driven.

Where is Quantinno Capital Management headquartered?

New York, NY. The company was founded in 2018 and is privately held with 51–200 employees.

Similar Companies in Investment Management

Other companies in the same industry, closest in size