What Kenzi Wealth does

Kenzi Wealth Fondsmæglerselskab A/S is a Copenhagen-based, Danish-FSA-regulated fintech that sells AI-powered asset management infrastructure to financial institutions on an API-first, white-label basis. The platform is composed of three components: the Kenzi Platform (a cloud-native asset management layer), the Kenzi AI Agent (an autonomous system for capital allocation, rebalancing, risk analysis, and financial planning), and the Kenzi REST API (an integration layer for custodians, CRMs, and platforms). The architecture claims capacity to analyze up to 5,000 securities per operation from a universe of 60,000, rebalance 1,000,000+ portfolios, and support six asset classes and 150 currencies, with a stated ~90% cost reduction versus traditional portfolio construction and risk management.

The company serves three primary customer segments: banks and investment banks, professional wealth managers and advisors, and institutional and individual asset owners. Its go-to-market is a sales-assisted B2B enterprise motion with a 'Request Demo' CTA, supplemented by an embedded/OEM channel through which partners embed Kenzi inside their own platforms. The flagship commercial deployment is with EFG Hermes, a leading MENA investment bank that acquired a minority stake in the company in May 2024 and went live with the integrated platform in November 2025.

Kenzi generates revenue through platform licensing fees and API/usage-based access under enterprise subscription agreements, although specific pricing tiers and contract values are not publicly disclosed. The company is privately held, employs 1-10 people, and was founded in 2021 by entrepreneurs with backgrounds at firms including Saxo, Bloomberg, Danske Bank, JPMorgan, and ADIA.

Name

Kenzi Wealth

Legal name

Kenzi Wealth Fondsmæglerselskab A/S

Website

https://kenziwealth.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Kenzi Wealth is a Danish-FSA-regulated fintech that provides API-based, AI-powered asset management infrastructure to banks, wealth managers, and asset owners, with its flagship deployment live at EFG Hermes since November 2025.

Ownership category

akta.pro rank

Product category

Wealth Management Technology

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Portfolio Management Systems (PMS), Rebalancing & Analytics (Crypto) (FSADAHAE)

Keywords

• AI asset management
• Portfolio rebalancing software
• Wealth management infrastructure
• Embedded investment platform
• Multi-asset risk estimation

Headquarters

HQ city

Hellerup

HQ country

Denmark

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. B2B Platform Licensing: Kenzi Wealth licenses its AI-powered asset management infrastructure to financial institutions (banks, wealth managers, asset owners) as a white-label or embedded solution. Revenue is derived from platform licensing fees, likely subscription-based with usage components.
2. API/Usage-Based Access: Modular API-first architecture where partners and clients access portfolio management, rebalancing, risk analysis, and capital allocation capabilities via API, potentially with usage-based pricing tied to portfolio volume or transaction count.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Kenzi Wealth provides an AI-powered asset management infrastructure platform licensed to financial institutions. The offering combines an autonomous AI agent, a REST API, and a cloud-native platform that enable banks, wealth managers, advisors, and asset owners to construct portfolios from 60,000 securities, perform real-time multi-asset risk estimation, and rebalance 1,000,000+ portfolios across 6 asset classes and 150 currencies. Distribution is API-first and supports white-label and embedded integrations.

Product overview

Kenzi Wealth offers a next-generation AI-powered asset management platform comprising three core components: the Kenzi Platform (the main infrastructure layer for asset management), the Kenzi AI Agent (autonomous AI system for portfolio management), and the Kenzi API (REST-based integration layer). The platform enables asset owners, advisors, and banks to analyze up to 60,000 securities, perform forward-looking portfolio risk assessment, rebalance 1,000,000+ portfolios across 6 asset classes and 150 currencies, and generate personalized financial plans—all powered by AI with reported ~90% cost savings compared to traditional portfolio construction.

Differentiator

Problem solved

Functional benefit

Products and services

• Kenzi Platform The core AI-powered asset management infrastructure platform that enables financial institutions to deliver personalized portfolios at scale. Features real-time multi-asset risk management, cloud-native compliant infrastructure, a modular architecture handling millions of portfolios, and agnostic integration with legacy and modern systems.
• Kenzi AI Agent An AI-powered agent for asset management that performs automated capital allocation, portfolio rebalancing, risk analysis, and portfolio generation, powered by advanced statistical and factor-based models.
• Kenzi API A REST API providing programmatic access to Kenzi's asset management capabilities, enabling integration with custodian systems, CRM platforms, and custom applications via AI agent, UI, or API connections.

Quantifiable outcome

• 90% cost savings on portfolio construction and risk management
• +3 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature6 records

Partnerships

Five partnerships are on record, tiered minor.

• SAXOminorOthersSaxo appears as part of the 'Built by entrepreneurs from tech and wealth management who have done it before' section, indicating team members have experience at Saxo.
• BloombergminorOthersBloomberg appears as part of the 'Built by entrepreneurs from tech and wealth management who have done it before' section, indicating team members have experience at Bloomberg.
• Danske BankminorOthersDanske Bank appears as part of the 'Built by entrepreneurs from tech and wealth management who have done it before' section, indicating team members have experience at Danske Bank.
• JPMorganminorOthersJPMorgan appears as part of the 'Built by entrepreneurs from tech and wealth management who have done it before' section, indicating team members have experience at JPMorgan.
• ADIAminorOthersAbu Dhabi Investment Authority (ADIA) appears as part of the 'Built by entrepreneurs from tech and wealth management who have done it before' section, indicating team members have experience at ADIA.

Scale indicators6 records

Recent moves4 records

Expansion highlights5 records

Emerging players

• TIFIN: AI-driven wealth and asset management technology platform targeting financial institutions and advisors with personalization and portfolio solutions. Comparable emerging AI wealth platform with similar institutional go-to-market motion.
• Marstone: Digital wealth platform enabling financial institutions to offer personalized investing and advice experiences via white-label and embedded technology. Emerging peer with overlap in white-label digital wealth for banks and advisors, though smaller and US-focused.
• AdvisorEngine: Wealth management technology platform for RIAs and broker-dealers offering portfolio management, rebalancing, and advisor workstation functionality. Comparable emerging platform with similar target customer base in advisors and wealth managers.

Broad incumbents

• SS&C Technologies (Advent / Eze): Diversified financial software vendor serving asset managers, hedge funds, and wealth managers with portfolio management, trading, and risk systems (Advent, Eze). Comparable incumbent offering overlapping PMS and risk capabilities to institutions.
• Envestnet: Large, established US wealth management platform offering portfolio management, advisor technology, and data analytics to a broad set of financial institutions. Comparable as an incumbent with overlapping portfolio management capabilities though serving a much broader market.

Direct peers

• Orion Advisor Solutions: Advisor-focused wealth technology platform offering portfolio management, rebalancing, CRM, and risk tools to RIAs and broker-dealers. Direct comparable as advisor tech / TAMP-style infrastructure serving wealth managers and advisors.
• Advisor360°: Integrated platform for wealth management firms providing portfolio management, reporting, and advisor workstation tools. Direct comparable as B2B wealth management infrastructure sold to financial institutions and advisors.
• Addepar: US-based wealth technology platform providing portfolio management, analytics, and reporting for advisors, family offices, and institutions. Direct comparable as a B2B infrastructure layer serving similar customers (wealth managers, advisors, asset owners) with multi-asset portfolio management.
• Avaloq: Swiss provider of digital banking and wealth management infrastructure for private banks and asset managers. Direct comparable as a B2B wealth management technology stack that banks and wealth managers integrate into their platforms.
• InvestCloud: Global wealth, asset management, and insurance digital platform that enables financial institutions to deliver personalized advice and portfolio management. Direct comparable as embedded/white-label wealth infrastructure for large financial institutions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/kenzi-wealth

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kenzi Wealth