WealthKernel's industry-leading custody service enables Fintechs and wealth managers to custody the assets of users and clients in line with regulatory guidelines, in an affordable and scalable way.
Our affordable custody service ensures the safety of financial assets held by our clients' customers and allows them to deliver best-in-class services and remain agile in a fast-changing landscape.
By using our custody API, companies can outsource a fundamental and vital part of their business to a trusted custodian bank, one that supports many innovative Fintechs and wealth managers, providing them with affordable, scalable, and secure custody.
Client’s assets are held separately in WealthKernel Nominee Accounts in line with regulations and guidelines. Cash and securities are held at tier 1 banking and sub-custodian partners such as Lloyds Bank, Natwest Bank and Winterflood Securities.
We handle reconciliation, settlement, dividends, corporate actions processing and transfers, and offer advanced payment solutions and options to make funding client portfolios easier.
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.