KICKSTAND WEALTH ADVISORS

Kickstand generates clients primarily through its content platform Becky, a personal-finance brand targeting high-earning professionals and tech workers. This direct-to-consumer educational funnel feeds advisory prospects into the Kickstand wealth-management business, creating an integrated acquisition model.

Kickstand negotiates feeder access into institutional funds across private equity, venture capital, and private credit. The firm aggregates individual-client capital to meet minimum commitment thresholds, enabling allocations that would typically be unavailable to investors below the $10 million tier.

Jason Wenk, the founder and CEO, leads investment strategy and manager selection. The firm uses external managers for portfolio implementation and outsources custody and technology to Altruist, a platform Wenk previously advised.

No. Kickstand operates as an RIA selecting third-party strategies rather than manufacturing its own funds. The firm constructs client portfolios through a combination of direct indexing, model portfolios, and curated allocations to external alternative managers.

Kickstand does not offer the full suite of estate planning, tax preparation, and lifestyle-concierge services typical of multi-family offices. Its model is narrower: technology-enabled investment management and manager access, scaled through content-driven client acquisition rather than referrals or institutional mandates.