Kinnect

Name

Kinnect

Legal name

The Kinnect Company

Website

http://kinnect.us

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Kinnect is a consumer software platform that provides families with a zero-knowledge, AI-assisted vault for organizing financial, legal, and personal information, serving individual households, high-net-worth families, and financial advisors.

Ownership category

akta.pro rank

Product category

Family Information Management Software

NAICS

Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)

SIC

Finance Services (6199)

akta.pro primary industry

Recovery & Inheritance Solutions (social recovery services, dead-man switches, key escrow) (FSAPACAK)

akta.pro secondary industries

Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO), Collateral, Lien & Asset Valuation Platforms (Auto, Equipment, Real Estate) (FSAGAHAG)

Keywords

• Family information management
• Personal data vault
• Estate planning software
• Document management platform
• Encrypted family vault

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Annual Subscription Licenses: Family licenses and Pro licenses are billed on an annual basis for 12-month subscription terms. Users receive a 30-day initial period before the annual license fee is charged. Once charged, the purchase is non-cancelable and non-refundable except as required by applicable law.
2. AI Token Allocations: Certain licenses include monthly AI token allocations for document processing and AI features. Unused tokens do not roll over to the next month. If usage exceeds the allocation, additional 5,000,000-token blocks are automatically purchased and charged to the payment method.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Kinnect operates a secure, AI-augmented family information vault that lets households consolidate financial accounts, legal documents, insurance policies, estate paperwork, passwords, contacts, and assets into per-ownership vaults. Users upload files or forward emails to a unique Kinnect address; AI classifies them, extracts data, and surfaces summaries against over 1,000 pre-built templates. A Pro License enables financial advisors and other professionals to onboard clients, while live data integrations with MX, Plaid, Zillow, Addepar, and Yahoo Finance keep valuations and balances current.

Product overview

Kinnect is a unified family information management platform that organizes financial, legal, and personal life details into secure, collaborative vaults. The platform combines a core vault system with AI-powered document management, over 1,000 data templates, and financial data integrations. The platform offers Family License and Pro License subscription tiers, with the Pro tier designed for financial advisors, attorneys, and accountants to use with their clients. Key features include collaborative vaulting with independent architecture, Premium Encryption Keys for zero-knowledge data protection, automated checklists and reminders, and comprehensive financial reporting and visualization tools.

Differentiator

Problem solved

Functional benefit

Products and services

• Kinnect Vault The central organizing unit of the Kinnect platform where users store and manage their family's financial, legal, and personal information. Templates live in vaults, vaults live in user accounts, and each independent ownership structure can have its own vault supporting individual, joint, and entity-owned items.
• Pro License Annual subscription product designed for financial advisors, accountants, attorneys, and benefits administrators who use Kinnect with their clients. Includes premium features and the ability to invite clients to the platform and receive Use Information about client engagement (login frequency, sections completed) without accessing secure data.

Quantifiable outcome

• Over 1,000 data templates provided for comprehensive family information organization
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability4 records

Feature7 records

Partnerships

Seven partnerships are on record, tiered core and supporting.

• MXcoreTechnology or IntegrationMX provides financial data aggregation services, enabling Kinnect to retrieve account names, balances, transaction history, and financial institution metadata. Kinnect uses MX for live data feeds from financial institutions. Banking credentials are handled exclusively by MX—Kinnect never receives, stores, or has visibility into user credentials.
• PlaidcoreTechnology or IntegrationPlaid provides financial data aggregation services similar to MX, enabling secure connection to financial institutions. Plaid handles credential management exclusively—Kinnect does not access or store user banking credentials.
• ZillowsupportingTechnology or IntegrationZillow provides property valuation data that Kinnect uses to populate real estate templates and keep property valuations current for users.
• AddeparsupportingTechnology or IntegrationAddepar provides financial data aggregation for investment accounts, holdings, and positions that Kinnect integrates to help users track investment portfolios.
• Yahoo FinancesupportingTechnology or IntegrationYahoo Finance provides market price data for securities, cryptocurrency, and commodities that Kinnect uses to keep investment valuations and market data current.
• Vehicle Valuation APIssupportingTechnology or IntegrationThird-party vehicle valuation services integrated to provide automobile value data for users tracking vehicle assets within their Kinnect vault.
• AWS (Amazon Web Services)coreTechnology or IntegrationKinnect's physical infrastructure is hosted and managed within Amazon's secure Tier 4 data centers. AWS provides the underlying cloud infrastructure including data center security, physical protection, power, climate control, and network infrastructure. AWS data centers are certified for ISO 27001, SOC 1/SOC 2, PCI Level 1, and FISMA Moderate.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Everplans: Digital estate planning platform that helps families organize and securely share critical life documents. Directly comparable to Kinnect in target customer (families preparing for death/incapacity), core use case (centralized information vault), and security positioning.
• 1Password: Family password and secrets manager with shared vaults, end-to-end encryption, and a subscription model targeting households. Overlaps with Kinnect on encrypted family vaulting, password storage, and zero-knowledge security architecture, and is expanding into broader digital safety.
• Trust & Will: Online estate planning service offering wills, trusts, and related documents for consumers and financial advisors. Directly comparable to Kinnect's estate planning use case and B2B2C advisor channel, though focused on document generation rather than ongoing information management.
• Bitwarden: Open-source password and secrets manager with family and business plans and zero-knowledge encryption. Competes with Kinnect's password and secure-vault functionality and serves the same family-segments value proposition.
• Vanilla: Estate planning software purpose-built for financial advisors to manage and monitor client estate plans. Directly comparable to Kinnect's Pro/advisor channel and the estate-planning data aggregation workflow.
• Wealth.com: Wealth management platform for advisors that aggregates client financial data, including accounts, property, and insurance. Comparable to Kinnect's integration with Plaid, MX, Zillow, and Addepar and its advisor-facing distribution model.
• LastPass: Family password manager with shared vaults, end-to-end encryption, and subscription tiers. Comparable to Kinnect on the password/security stack and family subscription model, with broader market awareness.

Broad incumbents

• Quicken: Long-standing personal finance management platform with subscription tiers covering budgeting, investments, and property. Broadly comparable to Kinnect's financial data aggregation and family reporting use case, though without zero-knowledge document storage.
• Empower (Personal Capital): Wealth management platform with free financial aggregation tools and paid advisory services. Comparable to Kinnect on financial account aggregation, property/vehicle tracking, and ownership visualizations, targeting HNW households.

Emerging players

• Claira: AI-powered family financial management app that helps households organize money and benefits together. Comparable to Kinnect on AI-driven family financial clarity and a multi-user household model, with a narrower focus on financial rather than full life information.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Kinnectus-105122867986354
• LinkedInlinkedin.com/company/the-kinnect-company

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kinnect