Your CRM creates work.
Ours does it for you.

Kinetic is the AI CRM built for financial advisors.

The problem

Most advisors hit a ceiling somewhere between 80 and 120 clients. Beyond that point, the administrative overhead—meeting notes, follow-up emails, task tracking, custodian paperwork—grows faster than revenue.

The constraint isn't demand. It's operational capacity.

We've talked to advisors at every stage. Some are selling their practices because they're tired of fighting the admin burden. Others can't grow without adding overhead they can't justify. The pattern is consistent: talented advisors spending hours on work that doesn't require their expertise, while the nagging feeling that something is slipping through the cracks never quite goes away.

Your CRM should help with this. Most don't.

They're archives of work you've already done—heavy on data entry, light on actual help. What you need is the power of process without the pain. Here's what that looks like in Kinetic.

How Kinetic works

Kinetic is an AI CRM built around three things: your clients, your workflows, and your tasks.

Your clients

Every conversation, every decision, every preference—captured in one place. Not scattered across a notetaker, a task manager, email, and a spreadsheet. When you or anyone on your team pulls up a client, you see the full picture.

Your workflows

The processes your firm already runs—account openings, annual reviews, onboarding—built into the system. You set them up once, with AI assistance, based on how you actually work. When a situation triggers a workflow, Kinetic adapts it to the client and assigns tasks to the right people.

Your tasks

Every to-do is tied to the client and the context it came from. Prioritized by what matters. When something is overdue or at risk of slipping, it surfaces—you don't have to remember.

This is the foundation. Here's what it looks like in practice.

What this looks like

Friday, 4:30 PM

You finish a call with a client whose mother passed away. They need to roll over an inherited IRA.

Kinetic captured the conversation.

It takes the transcript and asks you clarifying questions about the meeting—what you heard, what they need, what concerns you. Then it links everything together: your notes, the conversation context, and the tasks that flow from them. The workflow makes sure your judgment is built in from the start.

It recognizes the situation and pulls your firm's inherited IRA workflow—the one you built based on how your team works, your custodian's requirements, your process.

But it's not generic. It's adapted:

  • •Beneficiary documentation → assigned to ops
  • •Custodian forms → assigned to you for review
  • •Distribution planning discussion → flagged for next meeting
  • •The client prefers text updates → noted on all follow-up tasks

You review the task list, adjust one deadline, approve. Ninety seconds. Done.

Monday, 8:15 AM

You had a good weekend. You open Kinetic, already thinking about following up on Friday's inherited IRA case.

But your homepage shows something else first: a custodian form from last Tuesday that's been pending for six days. It needs a nudge. There's a draft follow-up ready for your review.

Kinetic surfaces what's slipping.

Maybe you would have remembered eventually. Now you don't have to.

Two weeks later

You're on vacation. The client calls your office with a question about the account opening.

Your ops person pulls up the client in Kinetic. They see everything: the original conversation, where the workflow stands, what's pending and why. They answer the question without texting you.

Kinetic synthesizes data about the client—history, documents, tasks—and it's always there when your team needs it.

Let's Talk

I'm Eric. I ran operations at my family's independent advisory firm and watched talented advisors lose hours to work that should have been automatic. I've also spent years leading engineering teams scaling software to millions of users.

Kinetic is early. I'm looking for advisors who:

  • •Feel the admin burden personally and want to fix it
  • •Are willing to try new tools and give honest feedback
  • •Want to shape a product instead of just using one

If that's you, join the waitlist. You'll hear from me directly—not a sales team, not a drip campaign. A conversation about what you need and whether we're building it.

A note on where we are

We're validating the concept and building with early users. The product will be rough in places. Your input directly shapes what gets built next.

If you want a polished, proven system, wait. If you want leverage over the admin work that's eating your time—and you're willing to help us get there—I'd like to hear from you.