WealthKernel
WealthKernel is a fintech company that offers investment services, including client onboarding, portfolio management, and trading solutions. They provide financial technology to wealth managers and established businesses.
- User onboarding
- Account funding
- Asset transfers
- Custody services
- Portfolio management
- Transaction reporting
- Trading via Orders API
- Investing account wrappers
Locations
Competitors
Patronus Partners is a leading boutique wealth management firm with offices in London and Berkshire.
Britannia Financial Group is a leading global financial group that combines local expertise with global solutions to offer a full range of investment banking, securities, brokerage, asset and wealth management products and services to its clients.
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services.
Mitto Markets is a trading name of Kapwealth Limited, providing investment services and facilitating transactions on behalf of clients.
Company Details
WealthKernel is operated by Wealthkernel Limited and is a Active company incorporated on 15 July 2015 with the registered office located in London, Greater London. Wealthkernel Limited was registered 10 years ago.
Status
Active
Size
Small
Directors
8
Age
10 years old
Employees
35
Turnover
£565K
Total Assets
£6.7M
Cash in Bank
£6.07M
Total Liabilities
-£227K
Teams
31
12
8
6
3
3
4
Executive Assistant To Chief Executive Officer • Joined Mar 2024
Executive Director (SMF3) • Joined Feb 2025
Chief Operating Officer • Joined Mar 2022
Sales Lead • Joined May 2021
Chief Compliance Officer And MLRO • Joined Jul 2024
Lead Software Engineer
Software Team Lead • Joined Apr 2024
Product Manager • Joined Feb 2023
Compliance Manager • Joined Feb 2024
Compliance Manager • Joined Mar 2024
Chief Operating Officer • Joined Mar 2022
Sales Lead • Joined May 2021
Chief Compliance Officer And MLRO • Joined Jul 2024
Compliance Manager • Joined Feb 2024
Compliance Manager • Joined Mar 2024
Head Of Pensions • Joined Jul 2022
Head Of It • Joined Jul 2022
Head Of Compliance • Joined May 2023
Head Of Wealth • Joined Mar 2024
Head Of It • Joined Mar 2024
Head Of It • Joined Jul 2022
Head Of It • Joined Mar 2024
Senior Software Developer • Joined May 2021
Software Engineer • Joined Oct 2021
Software Engineer • Joined Feb 2022
Senior Software Engineer • Joined May 2019
Senior Software Engineer • Joined Mar 2023
CTO • Joined Feb 2022
Executive Assistant To Chief Executive Officer • Joined Mar 2024
Chief Operating Officer • Joined Mar 2022
Chief Compliance Officer And MLRO • Joined Jul 2024
Head Of It • Joined Jul 2022
Head Of It • Joined Mar 2024
Chair Of The Board • Joined Apr 2023
Support Analyst • Joined Apr 2021
Advisor • Joined Sep 2017
Compliance Support • Joined Jun 2022
Product Manager • Joined Feb 2023
Head Of Wealth • Joined Mar 2024
Public Relations And Communications Manager • Joined Sep 2023
Lead Software Engineer
Software Team Lead • Joined Apr 2024
Business Development Representative • Joined Jul 2024
Seed Investor • Joined Feb 2017
View 31 members