WealthKernel
PrivateLast Round
Series A
Extension
Jan 24, 2024
Total Funding Raised
$20.51M
Momentum Score
25 /100
Company Overview
WealthKernel is a financial technology company that provides investment and wealth management infrastructure through an API. The B2B platform offers services like client onboarding, brokerage, trading, fractional shares, custody, and portfolio management. This enables fintechs, wealth managers, and other businesses to embed investment services into their own products without building the underlying infrastructure. The company is regulated by the Financial Conduct Authority (FCA) in the UK and the Comisión Nacional del Mercado de Valores (CNMV) in Spain.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Platform-as-a-Service, RegTech
Business Model
B2B2C
Customer Profile
Usage-Based SaaS, Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
WealthKernel Comps
Public and private peers based on sector, stage, and business model.
WealthKernel Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A Extension | Jan 24, 2024 | ||||
| Series A Extension | Jan 17, 2022 | ||||
| Series A | Jan 21, 2020 |
Key People
Founding team and executive leadership
WealthKernel Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| BiG Start Ventures | Series A Extension |
| ETFS Capital | Series A Extension, Series A |
| Digital Horizon | Series A Extension |
| XTX Ventures | Series A Extension |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 6, 2026
Partnered with Seapoint for business account automation.
- Oct 1, 2025
Operates a Spanish subsidiary regulated by the CNMV.
WealthKernel Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about WealthKernel's valuation, stock price, and market status.
