WealthKernel Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 33

Employees

  • 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

Formerly Known As
WealthKernal
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Corporate Office
  • 41 Luke Street
  • London EC2A 4DP
  • England, United Kingdom
Primary Industry
Other Financial Services
Other Industries
Financial Software
Parent Company
Vertical(s)
Corporate Office
  • 41 Luke Street
  • London EC2A 4DP
  • England, United Kingdom

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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
To view WealthKernel’s complete valuation and funding history, request access »

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%
To view WealthKernel’s complete cap table history, request access »

WealthKernel Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a wealth management platform intended to offer compliance and distribution as a service. The company's platf
Other Financial Services
London, United Kingdom
33 As of 2026

Raleigh, NC
 

Culver City, CA
 
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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
You’re viewing 5 of 50 competitors. Get the full list »

WealthKernel Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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
You’re viewing 5 of 11 investors. Get the full list »

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.

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