"We're on a mission to bring smarter financial services to everybody, regardless of age or net worth."- Michael Katchen, CEO
We provide world-class, long-term investment management without the high fees and account minimums associated with traditional investment managers. We invest your money in a globally diversified portfolio of low-cost index funds modeled after the same Nobel Prize-winning research used by the world’s savviest investors.
Our cutting-edge technology helps you earn the best possible return on your money. This means we do things like automatic rebalancing, and dividend reinvesting—services that most people couldn’t afford until now or found too time-consuming and tedious to do on their own.
Our investment advisers 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.
Wealthsimple is backed by a team of world-class financial experts and Silicon Valley's best technology talent. We've raised $165 million in capital from the Power Financial Group, a leading financial holding company with $1.4 trillion in assets under administration. 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.
The investment service for young professionals, which officially launched in September 2014, aims to make investing simple and straightforward.
With more than 30,000 clients and $750 million in assets under management, Toronto-based investment platform Wealthsimple continues to grow both in its home market and in the U.S.
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 in an increasingly crowded robo-adviser market.
As the millennial investor comes of age, two youthful trends are converging: socially responsible investing and robo-advisory services.
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.
For the second consecutive year, Wealthsimple’s site was named Best Financial Services/Banking website by a jury of Internet experts.
Michael Katchen might be young, but he’s taking on Canada’s advisory firms with Wealthsimple, a millennial-friendly investing approach backed by some surprisingly big guns.
Wealthsimple and other robo-advisers say a growing number of traditional advisers are keen to lower their cost of doing business and pass on savings to their clients.
It’ll enable financial advisors to use Wealthsimple’s investment tools for things like identity verification and assessing financial suitability, which could take a big weight off their shoulders.
Wealthsimple has aimed to design a portfolio using ETFs that prioritize low carbon emissions, advance cleantech innovation, and promote sustainable growth in emerging markets while at the same time offering diversification and low fees.
Wealthsimple’s reduced fees are a big selling point.
currently held with Wealthsimple companies