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Kete gives RIAs and wealth management firms a living view of every household, built from existing client documents, with every insight traced to its source.
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#12234A
Blue Zodiac
18, 35, 74
222, 61, 18
76, 53, 0, 71
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130, 147, 164
210, 16, 58
21, 10, 0, 36
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210, 50, 98
2, 1, 0, 1
Kete provides household intelligence software for registered investment advisers and wealth management firms. Its platform brings together information from client policies, trusts, tax returns, deeds, CRM records, and document repositories to create a connected, evolving view of each household. Covering eight life domains, Kete can work with more than 450 document types and helps firms see beyond investment portfolios to clients’ families, businesses, properties, goals, and life events.
The platform classifies new and changed documents, tracks missing or expiring records, and surfaces insights across domains. Each household receives a Kete Score indicating how complete and current its information is. Advisors can review key dates and opportunities, search documents, ask questions in plain English, and generate summary reports. Kete also supports firm owners, operations, compliance, and M&A teams, including firms consolidating information across multiple systems.
Kete emphasizes traceable, rule-based insights, with each finding linked to its source. Security features include a separate environment for each firm, encryption, and full activity logging. Pricing is per household, rather than by user seat.
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The Kete name, logos and brand assets are trademarks of Kete and its affiliates. Brandfetch isn't affiliated with or endorsed by Kete. Their use is subject to Kete's brand guidelines.
