We provide flexible, cost-effective, and industry-leading robo advisor infrastructure, enabling fintechs and wealth managers to bring innovative passive investing products and services to market.
Our modular API platform provides every building block required to build a scalable robo-advisor, from user onboarding, account management, portfolio management, custody, and more.
Just pick the modules you need, and embed investing functionality, all over API.
Our platform makes the investing part easy, enabling businesses to embed investing products alongside existing products, giving you the agility that you need to build and scale.
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WealthKernel's flexible APIs can help your businesses cost-effectively build a Robo Advisor. Our APIs help you shorten the route to market, and you won't have to start from scratch! Your business can avoid the cost of launching a new infrastructure and focus on increasing efficiency and building a more scalable and profitable business.
Our APIs also help automate trade submissions, reporting and allocations and simplify tracking order status, positions and account balances.
Vertically integrated investing services, all available over API
Onboard your users with ease, with tailored onboarding flow rules, questions to cover risk and suitability, and automatic KYC and AML checks.
Comprehensive trading built on cutting-edge tech. Trade thousands of fractional securities across markets in multiple currencies.
We’re a fully licensed custodian for client money and assets in the UK. Cash and securities are held at tier 1 banking and sub-custodian partners.
Access a range of UK tax wrappers and accounts tailored to fit your customers needs including ISAs, GIAs, SIPPs, and JISAs.
We support BACS, CHAPS, direct debits, open banking, instant matching deposits, recurring payments, and standing orders.
Seamlessly manage models, programmatically rebalance, track performance data, manage fee accrual, model drift, and more.
Wahed is a New York-based Sharia robo-advisor (the world’s first!) that operates in 130 countries worldwide. Wahed initially used our white label service, as it built out its wealth offering using our APIs.
Read the storyNosso, the JISA investment service, is on a mission to “turbocharge” the financial future of the children of its users. Built by parents, for parents, Nosso uses our APIs to power its investment offering for families.
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Wealth8 is an investing platform aimed primarily at the Black and Multi-ethnic community, providing its users with a vibrant investing community and offering underserved audiences access to affordable investment products.
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