WealthKernel and Round Treasury to Transform Banking and Treasury Management for Firms

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 user-friendly and often require multiple accounts, manual transfers, and provide low interest rates.”

Over half of UK finance professionals say manual treasury work “keeps them from mission-critical tasks, and with economic uncertainty in 2025, having real control of their cash is more important than ever.”

Round aims to change this by automating treasury and banking, “making money market funds accessible, sweeping funds across 30+ banks for better rates and protection, and removing all the manual work – enabling founders to focus on growth, not banking.”

With WealthKernel’s Appointed Representative service, Round was “able to bring its solution to the market.”

Additionally, Round also reportedly uses WealthKernel’s custody, brokerage and GIA to bring “highly liquid money market funds to its clients and offer competitive yields at low risk.”

The partnership aims to further empower Round to provide “an automated treasury platform that integrates connected banking and a simple and compliant way to manage startup finances.”

Pac O’Shea, CEO and Co-Founder of Round Treasury, says:

“Startups shouldn’t have to choose between trust and usability when managing their cash. With WealthKernel’s infrastructure, we’re making it seamless for founders to access institutional-grade money market funds.”

Karan Shanmugarajah, CEO of WealthKernel, says:

“With the challenges SMBs and startups face in the current economic climate, it is essential for businesses to have the right tools for managing treasury and finances. With the help of our API-first tech stack, we are helping Round enable companies to manage liquidity and cash flow more effectively. ”

As covered last year, WealthKernel, a digital investing infrastructure provider, announced a 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 to their areas of interest, such as climate change, disruptive technology, and e-sports.”

The combination of Fint’s onboarding and WealthKernel’s infrastructure “means Fint can offer its unique, discretionary-managed portfolios to a new audience while lowering the traditional barriers to entry.”

 



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Disclosure Quest

Reg A - Form 1-A Filings Beta

Beta. Initial Form 1-A only. Target raise is the stated Amount to be Raised, totaled. Compared with the same dates one year earlier.

YTD: Jan 1, 2026 - Oct 20, 2026 vs Jan 1, 2025 - Oct 20, 2025

Share this graph
Number of Filings130Prior 124 +4.8%
Target Raise, Total$3.37BPrior $3.52B -4.2%
This YTDYear priorChange
Filings 130 124 +4.8%
Target raise $3.37B $3.52B -4.2%

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Source: DisclosureQuest. Initial Form 1-A only.

Created by Crowded Media Group

This display counts initial Form 1-A filings only. It does not represent subsequent filings, including Form 1-A/A amendments or Form 1-A POS post-qualification updates filed by the issuer. Amounts are the stated Amount to be Raised on the initial filing, not capital raised and not amounts revised in later filings.

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