Where experience meets innovation
WealthKernel combines nearly 100 years of experience across technology, financial services and product design. This experience has been acquired across some of the world's largest and most prestigious financial institutions, technology companies and a major broadcaster. We believe the diversity of professional backgrounds is essential to challenging our industry's many established practices. Below are a few numbers outlining our staffs' industry experience prior to joining WealthKernel.
25,000
The number of clients managed
by our operations team
$2,000,000,000
The amount of client assets managed
by our portfolio managers