Wealth Managers

With WealthKernel, Wealth Managers can harness the power of our infrastructure and technology to launch their own white-labelled Model B investment platform or proposition.

If your investment infrastructure is a barrier to your ambitions, your AUM is fragmented across multiple platforms, or your customer needs are evolving beyond your current capabilities - get in touch with us and start the journey to owning your AUM.

At WealthKernel, you are the platform.

Contact usOur aPI

Technology

Choose the technology setup that works best for your business.

Connect to your existing portal
Use the WealthKernel API
Custody

WealthKernel Limited is a MIFIDPRU 730k investment firm & Custodian, authorised and regulated by the FCA. A key component of our Model B proposition is full CASS outsourcing. All Client Money is held in Client Money accounts at Tier 1 UK banks.

Account Types

As an HMRC-approved ISA Manager and FCA-Authorised SIPP Administrator, WealthKernel enables firms to offer flexible investment options to their customers via a range of product wrappers.

WealthKernel can support all of the following account types in the UK.

Individual Savings Account (ISA)
General Investment Account (GIA)
Junior ISA (JISA)
Drawdown & Accumulation SIPP
Trading

WealthKernel can support a broad range of investments, including Funds, ETFs & Direct Equities. We can also offer all of our supported instruments in fractions.

Trading can be aggregated or executed in real-time to suit your business model and investment proposition.

A diagram showing how we settle our orders in GBP
Frequently asked questions
Can I migrate my users from one platform to WealthKernel?
How long does it take to re-platform to WealthKernel?
Discover how we can help
Contact usOur aPI
You are looking to automate parts of the investment journey for your users by allowing them to invest in a range of securities or models 
Use Cases
SafeguardingFractional TradingRobo AdvisorMoney Market Funds
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WealthKernel Limited is authorised and regulated by the Financial Conduct Authority, no. 723719, registered in England and Wales, no. 09686970, with a registered office at 41 Luke St, London, UK, EC2A 4DP. All assets held under custody are protected by The Financial Services Compensation Scheme (FSCS) up to a value of £85,000.

WealthKernel is an ISO 27001:2013 certified company.

Ranked as one of the Top 100 WealthTech companies globally

Member of Technation's Fintech 3.0

WealthTech of the Year 2022 at the Fintech Awards London