WealthKernel

London, United Kingdom Founded: 2015 • Age: 11 yrs Acquired By Alpaca Securities
Wealth management as a service for embedded investments

About WealthKernel

WealthKernel is a Technology company based in London (United Kingdom) founded in 2015, and was acquired by Alpaca Securities in July 2025. Wealth management as a service for embedded investments. WealthKernel has raised $20.47 million across 4 funding rounds from investors including Seedcamp, Alpaca Securities and ETFS Capital. The company has 35 employees. Its website wealthkernel.com draws about 11 thousand monthly visits. WealthKernel offers products and services including User Onboarding, Trading Service, Portfolio Management, Account Funding, and Custody Service. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Aggregation APIs. Its legal entity is WEALTHKERNEL LIMITED. Its competitors include Velexa and IXily.

Company details

WealthKernel was founded in 2015 in London, United Kingdom, within the fintech sector. A managed account digital platform is provided to advisors, enabling automated investment advice for clients. Compliance with RDR procedures is ensured through these services. Operations focus on embedded investments, supporting wealth management integration across financial applications in the UK market.

  • Headquarters London, United Kingdom
  • Employees 35
  • Stage Acquired
  • Sectors
    Technology
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website wealthkernel.com
  • Social LinkedIn X Facebook
  • Acquired by Alpaca Securities (Jul 2025)
  • Legal Name Wealthkernel Limited
  • Date of Incorporation 15 Jul, 2015
  • Jurisdiction LONDON, UNITED KINGDOM
Key Metrics
  • Annual Revenue
    $703.25 K (USD)
    -40
    as on Dec 31, 2023
  • Net Profit
    -$4.61 M (USD)
    -4
    as on Dec 31, 2023
  • EBITDA
    -$4.93 M (USD)
    -3
    as on Dec 31, 2023
  • Total Equity Funding
    $20.47M (USD)

    in 4 rounds

  • Latest Funding Round
    $7.62M (USD), Series A

    Jan 2024

  • Investors
    Seedcamp

    & 6 more

  • Employee Count
    35
  • Acquired by

Products & Services of WealthKernel

WealthKernel offers a comprehensive portfolio of products and services, including User Onboarding, Trading Service, Portfolio Management, Account Funding, and Custody Service.

User Onboarding
Onboarding Service

Digitally onboard clients for investment accounts.

Trading Service
Trading Platform

Facilitate trading of securities via API.

Portfolio Management
Management Tool

Manage and rebalance client investment portfolios.

Account Funding
Payment Service

Support methods for funding investment accounts.

Custody Service
Security Service

Safeguard client assets and money securely.

Funding Insights of WealthKernel

WealthKernel has successfully raised a total of $20.47M across 4 strategic funding rounds. The most recent funding activity was a Series A round of $7.62 million completed in January 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $20.47M
  • Total Rounds 4
  • Last Round Series A β€” $7.62M
  • Investors Count 6

All 4 funding rounds of WealthKernel with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jan 2024$7.62MSeries A–ETFS Capital
Jan 2022$7MSeries A–ETFS Capital, XTX Ventures
–
Jan 2020$5.85MSeries A–ETFS Capital
Sep 2015Seed––
Valuation history

7 investors in total: 7 institutional.

Investors in WealthKernel

WealthKernel has secured backing from 7 investors, including venture fund investors. Prominent investors backing the company include Seedcamp, Alpaca Securities and ETFS Capital.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
A venture capital firm focused on European fintech investments.
2018etfscapital.comLondon, United Kingdom
xtxventures.tcc.mode
Venture capital firm focused on fintech, edtech, and SaaS sectors
digitalhorizon.comLondon, United Kingdom
Start Ventures is focused on early-stage fintech investments.
startventures.vcLisbon, Portugal
Early-stage venture capital investments in deep tech are provided.
2050cap.comLondon, United Kingdom
Venture capital fund investing in tech startups
2007seedcamp.comLondon, United Kingdom
Commission-free stock trading platform with algorithmic tools is operated.
2015alpaca.marketsSan Mateo, United States
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Investor details for WealthKernel

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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Verified entity values are shown only after access is granted.

People of WealthKernel

12 people are tracked at WealthKernel (9 in leadership, 3 in team); the tracked headcount is 35.

NameRoleGroup
CJ Barton
Chief Operating OfficerLeadership
Chris Barton
COOLeadership
Karan Shanmugarajah
CEOLeadership
Yannick B.
Head of ComplianceLeadership
Julia Scott
Head of Investments and Client RelationshipsLeadership
Marta Grau Peña
Head of LegalLeadership
Mariano Alonso González
HR Business Partner & Recruitment LeadLeadership
Lee Barefoot
Head of PensionsLeadership
Chris Wright
CTOLeadership
Robert Goan
Sales LeadTeam
Megha B.
Public Relations And Communications ManagerTeam
Macu Gené-Garrigós
Compliance & HRTeam
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Complete people profiles for WealthKernel

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

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  • Team structure
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Verified entity values are shown only after access is granted.

Timeline of WealthKernel

4 dated milestones of WealthKernel across 10 years, from founding to its latest funding, stage changes and deals.

  1. Founded WealthKernel is founded.
  2. Funding First funding round.
  3. Funding Latest funding round, Series A, of $7.6M.
  4. Exit Acquired by Alpaca Securities.

Competitors of WealthKernel

WealthKernel has 2 listed competitors in our database. They include Velexa and IXily.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
velexa.com2022London, United Kingdom10
Provides customizable API-based investing technology for financial institutions worldwide.
ixily.io2018London, United Kingdom3
Online wealth management software is provided for financial managers.
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Detailed competitors of WealthKernel

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

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Verified entity values are shown only after access is granted.

Web traffic of WealthKernel

The website of WealthKernel (wealthkernel.com) receives about 10.5K visits a month.

  • Monthly visits
    10.5K

    ▲ 44.9% vs previous month

Similar websites

Websites whose visitors overlap most with WealthKernel. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
investingreviews.co.uk
100%
680.7K#2,438,343View details
hl.co.uk
84%
6.9M#7,103View details
setu.co
81%
573.8K#76,182View details

Top companies in Investment & Financial Technology

2 companies that operate in the same segment as WealthKernel (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Online data source platform for information, analytics, and solutions for governments and financial markets
1959London, England, United KingdomUSD 1.41 B
AI-based platform for automated personal spend management is provided.
2016London, England, United KingdomUSD 75.78 M
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Related news about Wealthkernel

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Complete news archive for WealthKernel

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Frequently Asked Questions about WealthKernel

WealthKernel was founded in 2015.

WealthKernel is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

WealthKernel is a funded company, having raised a total of $20.47M across 4 funding rounds to date.

WealthKernel has 35 employees.

Annual revenue of WealthKernel is $703.25K as on Dec 31, 2023.

WealthKernel was founded in 2015 in London, United Kingdom, within the fintech sector. A managed account digital platform is provided to advisors, enabling automated investment advice for clients. Compliance with RDR procedures is ensured through these services. Operations focus on embedded investments, supporting wealth management integration across financial applications in the UK market.

WealthKernel's top competitors include IXily and Velexa.

WealthKernel offers User Onboarding, Trading Service, Portfolio Management, Account Funding, and Custody Service.

WealthKernel has 7 investors. Key investors include Seedcamp, Alpaca Securities, ETFS Capital, XTX Ventures, and Digital Horizon.

WealthKernel operates through Wealthkernel Limited.

Yes. WealthKernel was acquired by Alpaca Securities in July 2025.

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