WealthKernel and Bambu Form Partnership to Launch Bambu GO

Published 5 months ago

WealthKernel, a provider of digital investment services, has announced a new collaboration with Bambu, a digital wealth technology provider. The partnership heralds the start of Bambu GO, a ready-to-use Robo-advisor technology designed specifically for financial institutions.

A New Era in Robo-Advisor Technology

Bambu GO is a no-code, customizable Robo-advisor technology that will empower financial institutions such as Independent Financial Advisors (IFAs), Wealth Managers, and Asset Managers to launch solutions that are tailor-made for their brand, portfolios, and investment objectives.

Integrating seamlessly with WealthKernel’s onboarding, Know Your Customer (KYC), account types, custody, and investing infrastructure, Bambu GO represents a comprehensive solution for Robo-advisor technology. This partnership allows clients of both WealthKernel and Bambu to leverage the expertise and technology of the two companies to construct a Robo-advisor that is customized to their branding and needs.

Democratizing Wealth Management

Robo-advisors play a vital role in democratizing wealth management, benefiting both investors and financial institutions. Solutions like Bambu GO automate routine investing tasks such as suitability, account opening, depositing, and choosing investments, significantly reducing build time and costs. The launch of Bambu GO positions businesses to better serve their clients and attract a digitally savvy customer base.

Karan Shanmugarajah, CEO of WealthKernel, stated that the partnership reinforces their commitment to empower financial institutions and provide the foundation for a more innovative wealth management industry.

Ned Philips, Founder & CEO of Bambu, emphasized that every financial advisor needs to serve their clients with Digital Wealth. He added that the collaboration between Bambu and WealthKernel simplifies the complexities of Digital Wealth, making it economically viable for financial advisors to serve all sectors of the market digitally.