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Kinetic Financial

KINETIC FINANCIAL is a state-registered investment adviser with $1 million in regulatory assets under management. The firm manages $997,870 on a discretionary...

Kinetic Financial

KINETIC FINANCIAL is a state-registered investment adviser with $1 million in regulatory assets under management. The firm manages $997,870 on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

2012

Location

Region

North America

Country

United States

City

Denver

Corporate office

Denver, CO, United States

Principals

Rob Riegg

Chief Executive Officer and Chief Investment Officer

Steve Neeleman

Founder

Sector focus

Enterprise SoftwareFinTechHealthcare ServicesDigital Health

Frequently asked questions

Does Kinetic Financial participate in fund commitments or only direct deals?

Kinetic Financial invests its own balance sheet exclusively through direct equity positions and structured minority stakes in private companies. The office does not commit capital to external blind-pool funds or act as a limited partner.

Which sectors does Kinetic Financial explicitly avoid?

Kinetic concentrates investments in enterprise software, fintech, and health services — sectors where founder Steve Neeleman's operating background provides an edge. Hard-tech, industrials, and consumer brands have not appeared in the office's public investment record.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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