WealthKernel Overview
- Year Founded
-
2015
- Status
-
Acquired/Merged
- Employees
-
33
- Latest Deal Type
-
M&A
WealthKernel General Information
Description
Operator of a wealth management platform intended to offer compliance and distribution as a service. The company's platform includes investment management and infrastructure support tools that help build adviser support, ranging from risk profiling to portfolio management, enabling institutions to distribute investment products digitally, develop their wealth management services, and expand beyond the traditional net worth market.
Contact Information
Website
www.wealthkernel.com(Operating Subsidiary)
Corporate Office
- 41 Luke Street
- London EC2A 4DP
- England, United Kingdom
Corporate Office
- 41 Luke Street
- London EC2A 4DP
- England, United Kingdom
WealthKernel Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 9. Merger/Acquisition | 06-Mar-2026 | Completed | Generating Revenue | |||
| 8. Later Stage VC (Series A) | 24-Jan-2024 | Completed | Generating Revenue | |||
| 7. Accelerator/Incubator | 01-Sep-2023 | Completed | Generating Revenue | |||
| 6. Later Stage VC (Series A) | 21-Jan-2020 | Completed | Generating Revenue | |||
| 5. Accelerator/Incubator | 01-Jan-2019 | Completed | Startup | |||
| 4. Early Stage VC | 31-Dec-2018 | Completed | Startup | |||
| 3. Early Stage VC | 21-Apr-2017 | Completed | Startup | |||
| 2. Seed Round | 21-Oct-2016 | $506K | $544K | Completed | Startup | |
| 1. Accelerator/Incubator | 06-Oct-2015 | $38.3K | $38.3K | Completed | Startup |
WealthKernel Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| C Ordinary | ||||||||
| A Ordinary | ||||||||
| A Ordinary | ||||||||
| A Ordinary | ||||||||
| A Ordinary | ||||||||
| A Ordinary | ||||||||
| A Ordinary | ||||||||
| A Ordinary | ||||||||
| A Ordinary | 1,051,841 | $0.001272 | $0.17 | $0.17 | $0.17 | 4.5% | ||
| A Ordinary | 1,579,991 | $0.001272 | $0.21 | $0.21 | $0.21 | 6.76% |
WealthKernel Comparisons
Industry
Financing
Details
WealthKernel Competitors (50)
One of WealthKernel’s 50 competitors is AdvisorEngine, a Private Equity-Backed company based in Raleigh, NC.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| AdvisorEngine | Private Equity-Backed | Raleigh, NC | ||||
| Altruist | Venture Capital-Backed | Culver City, CA | ||||
| Macroaxis | Corporation | San Francisco, CA | ||||
| YCharts | Private Equity-Backed | Chicago, IL | ||||
| Multifonds | Private Equity-Backed | Strassen, Luxembourg |
WealthKernel Signals
WealthKernel Former Investors (11)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| 2050 Capital | Venture Capital | Minority | ||
| ETFS Capital | Venture Capital | Minority | ||
| FinTech Innovation Lab | Accelerator/Incubator | Minority | ||
| Google Accelerator | Accelerator/Incubator | Minority | ||
| Hambleden Capital | Family Office | Minority |
WealthKernel FAQs
-
When was WealthKernel founded?
WealthKernel was founded in 2015.
-
Where is WealthKernel headquartered?
WealthKernel is headquartered in London, United Kingdom.
-
What is the size of WealthKernel?
WealthKernel has 33 total employees.
-
What industry is WealthKernel in?
WealthKernel’s primary industry is Other Financial Services.
-
Is WealthKernel a private or public company?
WealthKernel is a Private company.
-
What is WealthKernel’s current revenue?
The current revenue for WealthKernel is .
-
How much funding has WealthKernel raised over time?
WealthKernel has raised $22.1M.
-
Who are WealthKernel’s investors?
2050 Capital, ETFS Capital, FinTech Innovation Lab, Google Accelerator, and Hambleden Capital are 5 of 11 investors who have invested in WealthKernel.
-
Who are WealthKernel’s competitors?
AdvisorEngine, Altruist, Macroaxis, YCharts, and Multifonds are some of the 50 competitors of WealthKernel.
-
When was WealthKernel acquired?
WealthKernel was acquired on 06-Mar-2026.
-
Who acquired WealthKernel?
WealthKernel was acquired by Alpaca.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process