Tax-optimized portfolio management platform for wealth advisors and family offices
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.
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.
Python, AWS (Lambda, DynamoDB, SQS, EventBridge, Redshift), Terraform, Salesforce, Bloomberg, and data libraries including Pandas, PyArrow, and Polars. Infrastructure is serverless and event-driven.
New York, NY. The company was founded in 2018 and is privately held with 51–200 employees.
Other companies in the same industry, closest in size