Turn Complexity Into Clarity
Kinnect is a personal financial and legal organization platform for families. It centralizes documents, financial accounts, legal entities, insurance policies, assets, private investments, and personal data into a single organized system with visual reporting and collaborative access controls.
Product
Kinnect
Use cases
Document Management · Corporate & Transactional
Headquarters
United States
Last updated
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The platform uses AI to auto-categorize uploaded documents, extract key data points, and generate summaries. Over 1,000 pre-built data templates cover estate documents, financial accounts, passwords, contacts, and more. A vault-based architecture lets users manage individually owned, jointly held, or entity-owned items separately. Live data feeds update financial accounts, property values, equities, cryptocurrency, and other assets automatically. Sharing settings let users control who accesses their data and when — including future access for family members. Checklists and reminders flag expiring documents or items needing review.
What it does
AI auto-organizes uploads, extracts data, and summarizes documents.
Over 1,000 templates covering financial, legal, and personal items.
Vault architecture separates individually, jointly, or entity-owned items.
Controls who accesses data and when it becomes available.
Alerts for expiring documents, renewals, and life-change reviews.
Live feeds for financial accounts, property, equities, crypto, and more.
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Trust & compliance
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Named enterprise customers
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Product interface
Kinnect Interface
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