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Kickfinity Studios

Co-Creating Solution and Incubating Ventures

products & platforms

Completed Solutions
into Ventures

Asset & Wealth Management

AltsDirect

Alternative Investment Distribution Platform

  • Making alternatives easier to offer, similar to a stock or mutual fund
  • Single custody, one brokerage account, efficient capital calls, and one experience
  • Alts marketplace, along with Digital Subscription, Settlement, and Custody
  • White Labelable front end that integrates with Custodian, BD, or RIA Portals
  • Integrations with DTCC AIP and with other marketplaces
  • Alts’ issue administrative review with 250+ checklist, effective and efficient
Asset Management / Distribution

Alternative Funding Solutions

We facilitate corporations to issue Demand Notes and automate the issuance, purchase, and redemption process. The technology platform will be offered as an extension of the corporation’s website, providing a turnkey, digital solution.

  • Corporations to issue Demand Notes and automate the issuance, purchase, and redemption process. Providing a turnkey, white label-able digital solution
  • Create a marketplace of Demand Notes to be connected to networks of Broker-Dealers, Registered Investment Advisors (RIAs), and other digital networks for increased distribution. 
Assset Management / Wealth Management

Tokenization of Securities and RWA

Digital Asset Platform that seamlessly bridges traditional finance with distributed finance, enabling efficient, secure, and transparent transactions of tokenized assets, including Money Market Funds (MMFs), Exchange-Traded Funds (ETFs), and stablecoins, ultimately shaping the future of cash and money markets.

  • Solve Dual Ledger Inefficiency and Fragmented Reconciliation
  • No more Delayed Corporate Actions and Yield Distribution Inefficiencies
  • Solve the TradFi-DeFi Integration Barriers with Inadequate Custody Solutions
Clearing / Custody / Wealth Management

Global Securities Processing

Plug n Play Digital Engines powering the Wealth Management Industry and capable of making you ready for self-clearing or legacy modernization

  • Mutual Fund Self-Clearing Engine (Omnibus and DTCC FundServ)
  • Offshore Funds (EuroClear FundPlace and AllFunds)
  • Instant Funds Transfer between Bank and Brokerage
  • Next Gen BPM with Rules Engine and Agentic AI
  • Annuity and Options Processing
Asset Management

Where Trust Meets Innovation

A comprehensive SaaS platform that automates fund admin operations, board meeting preparation, compliance monitoring, document management, and regulatory reporting.
 
  • Unlike traditional board portals, we built for 1940 Act compliance with an AI-first architecture.
  • Enable boards to transform from reactive oversight to proactive strategic guidance.
  • AI Agents / Co-Pilot for Board Members and Partners
  • Exception Monitoring, Data Reporting & Analytics
  • Automated Testing and Tool Integration
Custodians, Wealth Management & FinTechs

Integration Intelligence

The AI Plugin for Wealth Management Integration. Unifying custodians, wealth techs, BDs, and RIA workflows into one intelligent, agentic, autonomous ecosystem

  • Making integration among Custodians, BD/RIA, WealthTech, and Fintech firms easy
  • Multi-layer framework for integration with Data Domain Analytics, Integration plan explorer with endpoints, and actually build you an MCP server that is deployable!
Wealth Management & Fintechs

Digital technologies to make scale your business

We provide functional elements for your wealth management capabilities. These are easy to use and plug into your current offering. 

  • Multi-custody client onboarding, all the way up to digital asset transfers
  • YieldOrbit, cash management for small businesses, and HNW individuals
  • Digital 401 (k) rollover to an augmented advisor
  • Digital CoWorkers, transforming Financial Operations with AI Agents, (Broker Dealer Compliance, Alts Due Diligence, Periodic AML Review)
  • Podify, advisors can turn their unique client insights into a high-touch podcast
  • Watch Duty, a continuous observability for the operation team’s checkout process
Data & Analytics

FinSenze

The key to financial intelligence is simple but powerful, easy-to-deploy, bite-sized data intelligence and business optimizers

  • Mutual Fund Business Modeling and Success Optimizer
  • Financial Operations Workforce Analytics
  • Wealth Market Analytics and Competitive Intelligence 
  • Client Intelligence for Advisors
  • Fund Analytics
Health & Wellness

PearlData.Health

Discovering New Frontiers in Digital Health

  • HealthCare Data Intelligence Platform
  • Gen AI-based analytics with public and non-public data 
  • Analytics and healthcare intelligence to bring out actionable opportunities and create new paths to commercial success
  • Provide timely, accurate, and insightful information on the Medicare and Medicaid programs.
  • International Healthcare Insights
Health & Wellness

Ayurvedic Infused Wines from Napa Valley

Innovating the Wine Industry

  • Innovating the wine industry by introducing health-functional wines.
  • Infusing traditional grapes with simple Ayurvedic herbs and fruits for the health-conscious and next-generation consumers.
  • Organic, in traditional bottles and also in easy-to-drink cans.
  • We believe that yoga, meditation, deep breathing, and a little wine can all help bring balance and calm to life’s ups and downs
Our Project

Our Creative Project

The stylish and organized interior represents the way to feel happy and complete. Design and comfort are primarily important for the success of a person’s life.

Interior Design

Exterior Design

Architecture

Custom Interior

Interior Consulting

Offline Store