Tagged: wealthkernel

July 12, 2025 @ 8:23 am By Omar Faridi  |  

Alpaca, a self-clearing broker-dealer and brokerage infrastructure API, announced its intended acquisition of WealthKernel, a wealthtech firm specializing in digital investment infrastructure and tax-advantaged products. This strategic acquisition will bring WealthKernel’s UK and EU licensed brokerage infrastructure to Alpaca, “supporting their global expansion to achieve… Read More

March 21, 2025 @ 4:17 pm By Omar Faridi  |  

WealthKernel, a digital investing infrastructure provider, announces a new partnership with Round Treasury, a banking and treasury platform that aims to simplify and help businesses manage their treasury and cash. Managing cash flow remains a challenge for founders, as traditional banking solutions are typically “not… Read More

June 14, 2024 @ 8:55 am By Omar Faridi  |  

WealthKernel, a digital investing infrastructure provider, announces a new partnership with Fint Invest, a digital wealth-building and educational platform catering to the next generation of investors. Fint, a digital solution powered by IronMarket Wealth, aims to “help young investors by offering them modern portfolios aligned… Read More

May 28, 2024 @ 3:18 pm By Omar Faridi  |  

WealthKernel, a provider of digital investing infrastructure, announced the appointment of James Dingwall as its new Strategic Regulatory Adviser. With a specialized focus on the Appointed Representative framework, Dingwall is expected to be  “a key role in helping WealthKernel navigate the complex regulatory landscape.” Dingwall… Read More

May 26, 2024 @ 3:54 pm By Omar Faridi  |  

ClearBank recently explained how it is supporting WealthKernel to enhance the scalability of its service and underpin its clients’ ability to streamline the investment process. Founded in 2015, WealthKernel is a provider of investment infrastructure for companies looking to offer investment services, whether as stand-alone… Read More

December 22, 2023 @ 3:07 pm By Omar Faridi  |  

WealthKernel, a wealthtech provider of digital investment solutions, announces the launch of US equities trading for new and existing clients. This strategic move positions WealthKernel among “the select group of API-first companies to offer institutional-grade UK and US equities trading at highly competitive prices.” Wealthyhood,… Read More

August 22, 2023 @ 6:41 am By Omar Faridi  |  

The new CFO joins WealthKernel to steer the company’s strategic vision. WealthKernel, a provider of digital investment infrastructure, recently confirmed the appointment of Aqsa Tariq as its new Chief Financial Officer. Having held key positions at FNZ Group, Goldman Sachs International, and EY LLP, Aqsa… Read More

April 16, 2023 @ 10:22 pm By Omar Faridi  |  

WealthKernel, a provider of digital investment infrastructure, announces the appointment of capital markets veteran Brian Schwieger as its new Chair of the Board. Brian was previously working as “the Global Head of Equities and ETF trading at the London Stock Exchange (LSE), bringing decades of… Read More

February 11, 2022 @ 8:44 am By Omar Faridi  |  

WealthKernel, a provider of digital investment services and infrastructure, has introduced Instant Matching Deposits that are being powered by ClearBank, the Cloud-enabled clearing bank. Instant Matching Deposits enables investors “to instantly fund their accounts and begin trading without waiting days for payments to clear, and… Read More

September 29, 2021 @ 8:28 am By Omar Faridi  |  

WealthKernel, the Wealthtech platform of digital investment solutions, reveals that it has teamed up with Topia, a UK-headquartered app provider that aims to empower Millennials who want to reach financial freedom and retire early. Through the partnership, Topia will be using WealthKernel’s investing API and… Read More

August 9, 2021 @ 1:49 pm By Omar Faridi  |  

WealthKernel, a Wealthtech solution provider for digital investment services, reveals that the US halal (Islamic) and ethical-focused investment company, Wahed, has now migrated its investment offering to WealthKernel’s “trusted” APIs. Wahed had teamed up with WealthKernel back in 2017 in order to use its white-label… Read More