Fundment is a UK-based company offering advanced digital investment technology integrated with discretionary fund management. It provides financial advisers with an automated platform to manage clients' portfolios effectively, delivering goal-based asset allocation and reducing regulatory burdens.
WealthKernel
Series A in 2024
WealthKernel is a London-based platform that provides a go-to API for automated financial services, enabling UK and EU mass affluent clients to access financial advice through human guidance or a user-friendly digital interface. The company offers a wealth management platform that supplies investment management and infrastructure support tools to assist advisers with risk profiling and portfolio management, helping institutions distribute investment products digitally, develop wealth management services, and reach beyond traditional market segments. Positioned as a scalable infrastructure for savings, investments and pensions, WealthKernel functions as a centralized platform that firms plug into rather than build in-house. Founded in 2015, WealthKernel focuses on compliance and distribution as a service, delivering adviser support and digital distribution capabilities to the financial services sector.
Alphathena
Seed Round in 2024
Alphathena is a technology company that specializes in artificial intelligence software aimed at improving investment management. The company offers an AI-driven platform that empowers investors to build, customize, and share investment portfolios based on various market indices. Its product suite includes solutions for ETF-based direct indexing, personalized direct indexing, and tax loss harvesting as a service, along with Crypto and Digital Asset Indexes. By providing analytical insights on securities and access to extensive financial and economic datasets, Alphathena enables users to identify alpha opportunities with greater accuracy and reliability compared to traditional manual or passive investment strategies.
21.co
Venture Round in 2022
21.co is a cryptocurrency company providing access to crypto through simple and easy-to-use products. 21.co is the parent company of 21Shares, the world’s largest issuer of cryptocurrency exchange-traded products (ETPs) – which is powered by Onyx, a proprietary technology platform used to issue and operate cryptocurrency ETPs for 21Shares and third parties – in addition to Amun, a token provider focused on making the Defi world more accessible. The company was founded in 2018 by Hany Rashwan and Ophelia Snyder. 21.co is registered in Zug, Switzerland with offices in Zurich and New York.
WealthKernel
Series A in 2022
WealthKernel is a London-based platform that provides a go-to API for automated financial services, enabling UK and EU mass affluent clients to access financial advice through human guidance or a user-friendly digital interface. The company offers a wealth management platform that supplies investment management and infrastructure support tools to assist advisers with risk profiling and portfolio management, helping institutions distribute investment products digitally, develop wealth management services, and reach beyond traditional market segments. Positioned as a scalable infrastructure for savings, investments and pensions, WealthKernel functions as a centralized platform that firms plug into rather than build in-house. Founded in 2015, WealthKernel focuses on compliance and distribution as a service, delivering adviser support and digital distribution capabilities to the financial services sector.
Fundment
Venture Round in 2020
Fundment is a UK-based company offering advanced digital investment technology integrated with discretionary fund management. It provides financial advisers with an automated platform to manage clients' portfolios effectively, delivering goal-based asset allocation and reducing regulatory burdens.
WealthKernel
Series A in 2020
WealthKernel is a London-based platform that provides a go-to API for automated financial services, enabling UK and EU mass affluent clients to access financial advice through human guidance or a user-friendly digital interface. The company offers a wealth management platform that supplies investment management and infrastructure support tools to assist advisers with risk profiling and portfolio management, helping institutions distribute investment products digitally, develop wealth management services, and reach beyond traditional market segments. Positioned as a scalable infrastructure for savings, investments and pensions, WealthKernel functions as a centralized platform that firms plug into rather than build in-house. Founded in 2015, WealthKernel focuses on compliance and distribution as a service, delivering adviser support and digital distribution capabilities to the financial services sector.
ETF Stream
Venture Round in 2020
ETF Stream Ltd is an online media company based in Tonbridge, United Kingdom, specializing in news and analysis related to the exchange-traded fund (ETF) industry. Established in 2017, the company serves as a key resource for investors and financial advisors by providing educational content, guides, and expert analysis on passive investment strategies. Its platform features coverage of industry developments, personnel changes, and growth trends, enabling stakeholders in Europe and the Asia/Australasia regions to remain informed about the latest market dynamics. Additionally, ETF Stream organizes events and promotional activities to foster engagement and knowledge sharing among ETF industry participants.
ETFLogic
Seed Round in 2019
LOGICLY is a cloud-hosted, web-based platform that automates, simplifies, and streamlines portfolio management with a custom-indexing hybrid approach that uses ETFs and single stocks to diversify exposures. Investors, financial advisors, and portfolio managers get institutional-caliber ETF and fund screening tools, investment policy alerts, rebalancing notifications, and trade ideas to improve cost, performance, risk, and potential tax liability.
AltFi News
Venture Round in 2019
AltFi News is a London-based media company established in 2013 that focuses on providing comprehensive coverage of the alternative finance sector. It delivers market news, insights, and analysis on various topics, including lending, banking, and investing, along with specific areas such as crowdfunding, peer-to-peer finance, and digital wealth management. The platform serves the finance and fintech community by reflecting the rapidly evolving landscape of alternative finance through its detailed reporting and expert commentary. AltFi News also organizes industry conferences and seminars globally, fostering collaboration and knowledge-sharing within the sector. The editorial team, led by experienced journalist David Stevenson, leverages a wealth of knowledge in finance and media to inform readers about the latest developments and trends in alternative finance.