Insights

Niche Retirement Tech Kinetik focuses on 401k/403b/TSP wealth growth using Modern Portfolio Theory and behavioral economics, presenting an opportunity to cross-sell advanced asset management and behavioral analytics services to similar plan participants.

Personalized Portfolio The firm emphasizes personalized wealth strategies based on plan core funds, suggesting potential for partnerships or integrations with plan sponsors and recordkeepers seeking tailored investment solutions.

Nobel Economics Leveraging Nobel prize winning methodologies and behavioral economics could position Kinetik as a premium, research-driven wealth solution, appealing to advisory platforms looking to elevate their client outcomes.

Tech Stack Leverage Utilizes cloud and web technologies (AWS, S3, HTTP/3, OpenResty, Webflow) indicating scalability and potential for white-labeling, API integrations, or enhanced security offerings through partnerships with fintech and financial services ecosystems.

Growth Signals Operating with a small team in a high-growth space similar to peers like FutureAdvisor and blooom suggests opportunities for channel partnerships, co-marketing with larger advisory networks, and service expansions as they scale.

Kinetik Finance, Inc. Tech Stack

Kinetik Finance, Inc. uses 8 technology products and services including Varnish, Amazon Web Services, Amazon S3, and more. Explore Kinetik Finance, Inc.'s tech stack below.

Varnish

Caching

Amazon Web Services

Cloud Hosting

Amazon S3

Content Delivery Network

Google Workspace

Webflow

Page Builders

HTTP/3

Web & Portal Technology

GoDaddy

Web Hosting

OpenResty

Web Servers

Kinetik Finance, Inc. Email Formats	Example	Percentage
First.Last@kinetikwealth.com	John.Doe@kinetikwealth.com	100%

Kinetik Finance, Inc. Email Formats

Example

Percentage

First.Last@kinetikwealth.com

John.Doe@kinetikwealth.com

100%

Frequently Asked Questions

What is Kinetik Finance, Inc.'s phone number?

You can contact Kinetik Finance, Inc.'s main corporate office by phone at

+1-503-332-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kinetik Finance, Inc.'s official website and social media links?

Kinetik Finance, Inc.'s official website is kinetikwealth.com and has social profiles on LinkedIn.

What is Kinetik Finance, Inc.'s NAICS code?

Kinetik Finance, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Kinetik Finance, Inc. have currently?

As of October 2026, Kinetik Finance, Inc. has approximately 2 employees across . Explore Kinetik Finance, Inc.'s employee directory with LeadIQ.

What industry does Kinetik Finance, Inc. belong to?

Kinetik Finance, Inc. operates in the Financial Services industry.

What technology does Kinetik Finance, Inc. use?

Kinetik Finance, Inc.'s tech stack includes Varnish, Amazon Web Services, Amazon S3, Google Workspace, Webflow, HTTP/3, GoDaddy and OpenResty.

What is Kinetik Finance, Inc.'s email format?

Kinetik Finance, Inc.'s email format typically follows the pattern of First.Last@kinetikwealth.com. Find more Kinetik Finance, Inc. email formats with LeadIQ.

When was Kinetik Finance, Inc. founded?

Kinetik Finance, Inc. was founded in 2017.

Kinetik Finance, Inc.

Q: How many employees does Kinetik Finance, Inc. have currently?

Kinetik Finance, Inc. has approximately 2 employees.

Q: What technology does Kinetik Finance, Inc. use?

Kinetik Finance, Inc.'s tech stack includes Cloudflare, Google Fonts API, Cloudflare Bot Management, Open Graph, jQuery.

Q: What is Kinetik Finance, Inc.'s NAICS code?

Kinetik Finance, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesIllinois, United States2-10 Employees

Kinetik Finance, Inc. operates in the financial services sector with a focus on retirement wealth growth through employer-backed savings plans such as 401(k), 403(b), and TSP accounts. The company positions itself as a modern approach to portfolio management, combining principles from Modern Portfolio Theory with behavioral economics to tailor strategies to an individual’s risk tolerance and retirement goals. By building and maintaining portfolios anchored in a plan’s core funds, Kinetik seeks to maximize returns while incorporating behavioral factors to support consistent long-term wealth accumulation for its clients.

Based in Chicago, Illinois, Kinetik caters to individuals seeking structured, plan-based wealth management. The firm emphasizes a personalized construction process and supports retirement planning through its identified Success Factors, which are designed to align investment behavior with long-term objectives. The company appears to operate with a relatively small team, focusing on delivering a specialized service within the financial services landscape.

Insights

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