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
The 5 best pieces of money advice from this 29-year-old who manages hundreds of millions of dollars for millennials
The investment service for young professionals, which officially launched in September 2014, aims to make investing simple and straightforward.
Robo-advisor Wealthsimple raises another $37 million from Power Financial
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 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.
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.
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.
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 launchign in the U.S. with a Super Bowl ad, and two former Widen+Kennedy ad guys behind its brand strategy.
Toronto-based Wealthsimple launches in U.S. today
One of Canada's leading robo-advisers, Wealthsimple boasts 20,000 clients with $750M in assets.
The 28-year-old CEO Terrorizing Bay Street
Michael Katchen might be young, but he's taking on Canada's advisory firms with Wealthsimple, a millenial-friendly investing approach backed by some surprisingly big guns.
Wealthsimple: The Standout Canadian Fintech Startup
Anthony Lacavera sits down with one firm that's distinguishing itself from the rest of the pack: Wealthsimple.
Wealthsimple offers robo services for advisors
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 introduces Portfolio Review service
Individuals are able to upload their statements to Wealthsimple for review, and an advisor with the firm will look to see how the person's financies can be improved.
How robo-advisers are changing the way financial planning gets done
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.
Wealthsimple aims to turn financial services industry on its head with low-cost approach to investing
Wealthsimple's reduced fees are a big selling point.
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Awards & recognition