We're building the world's most human financial company.
- Michael Katchen, CEO
What we do
We started by providing smart, simple investing, without the high fees and account minimums associated with traditional investment management. We invest your money in a globally diversified portfolio of low-cost index funds, and our cutting-edge technology helps you earn the best possible return, while optimizing your tax bill. This means we do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting — services that were only available to the ultra rich until now or that most people found too time-consuming and tedious to do on their own.
Our expert financial advisors are always available when you need them. They can help plan your financial milestones and answer questions you might have about potential risks or what sort of investment accounts you should have.
Investing is just one part of your financial picture. So, we've introduced more ways to reach your goals and manage your money. High interest savings. Commission-free trading. And features — like automatically investing your spare change — that make it easier to save for your future. That's because we believe that everyone should have access to the tools they need to make smart financial choices.
Who we are
Wealthsimple is backed by a team of world-class financial experts and the best technology talent. Our talented team of software engineers, designers, and data scientists have previously worked at such companies as Amazon, Google, and Apple.
Our Investment Advisory Committee are recognized thought leaders in the investment community. They play an advisory role in Wealthsimple's investment management process and serve as a sounding board for Wealthsimple's management team.
Board of Directors
Investment Advisory Committee
In the press
Wealthsimple expands into everyday banking with new cash account
Wealthsimple Inc. is growing its services again with the launch of a new cash account.
Where finance meets technology
Wealthsimple CEO Michael Katchen combined his love of investing with his Silicon Valley background to shape digital investing in Canada
Hip robo-adviser Wealthsimple’s audacious plan to take on the big banks
Michael Katchen launched Canada’s largest digital financial adviser, with enviable cachet among millennials and $5-billion in assets. But that’s chump change to banks. So what does he do next?
Wealthsimple expands into tax software with SimpleTax acquisition
The company announced it has acquired Vancouver-based SimpleTax, an online tax-return preparation and filing service.
Wealthsimple Trade challenges Canada’s online broker establishment with free trades for stocks and ETFs
Wealthsimple Trade isn’t just cheap - it’s also an innovator in delivering its service through mobile.
Wealthsimple raises $75 million and says it’s closer on path toward an IPO
The round was led by the digital investment arm of Germany’s Allianz, with additional backing coming from early investor Power Financial.
Wealthsimple named a Most Innovative Company by Fast Company
For selling financial probity with great content.
Wealthsimple unveils premium advice service
Wealthsimple Generation will give clients online access to advisors, financial reporting, tax strategies and personalized portfolios, as well as perks including airline lounge access and a discounted health plan.
Wealthsimple Knows How Millennials Want To Invest
Wealthsimple offers an easy-to-manage interface, cool, fashion forward branding and social media savviness.
The secret behind Wealthsimple's rapid rise
Wealthsimple's CEO Michael Katchen discusses reasons behind the company's rapid rise to success.
How Wealthsimple’s chief investment officer is preparing investors for a sudden turn in the markets
Wealthsimple's CIO Dave Nugent discusses the company's approach to tempering investors' expectations in good times and bad.
Toronto-based Wealthsimple Launches Shariah-Compliant Portfolio
Toronto-based automated investment provider Wealthsimple introduced a Shariah-compliant portfolio targeting U.S. and Canadian investors in a move to expand its product offerings.
Investing with a Millenial-Friendly Approach
Michael Katchen has been interested in investing for years on his own behalf. But after selling a startup and helping colleagues stick-handle their portfolios, he had a new idea.
Robo Advisers' Latest Foray: Socially Responsible Investing
As the millenial investor comes of age, two youthful trends are converging: socially responsible investing and robo-advisory services.
Inside Wealthsimple's new office, with a cozy library, sushi boats and free popsicles
Homey touches, including a library stocked with novels, windows lined with succulents and a freezer full of complimentary popsicles, make the nine-to-five grind as pleasurable as possible.
Wealthsimple wins second Webby Award
For the second consecutive year, Wealthsimple's site was named Best Financial Services/Banking website by a jury of Internet experts.
Wealthsimple Is Aiming for U.S. Millenial Investors With Creativity And No BS
The Canadian fintech firm is launching in the U.S. with a Super Bowl ad, and two former Widen+Kennedy ad guys behind its brand strategy.
For inquiries, please contact firstname.lastname@example.org
Awards & recognition