WealthKernel oversees a dedicated wealth management platform, with a notable focus on compliance and distribution services. Their platform seamlessly melds investment management tools and infrastructure support, simplifying the creation of comprehensive advisory services that encompass everything from assessing risks to managing portfolios. This equips institutions to digitally deliver investment products, create customized wealth management solutions, and broaden their influence beyond the conventional high net worth market.
$7M • 2022 • Series A
Their platform seamlessly integrates investment tools and infrastructure, streamlining advisory services from risk assessment to portfolio management.
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