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.
Our offices
Toronto
860 Richmond St West, 3rd Floor
Toronto, ON M6J 1C9
New York
20 Jay Street, Suite 928
Brooklyn, NY 11201
London
9th Floor, 160 Victoria Street
London, SW1E 5LB
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.
Leadership Team
Michael Katchen
Chief Executive Officer
Brett Huneycutt
Chief Operating Officer
Leen Li, CPA, CMA
Chief Financial Officer
Rudy Adler
Chief Product Officer
Marina Harris
Chief People Officer
Robyn Ross
VP Operations & CEO, ShareOwner
J-F Courville, CFA
CEO, Wealthsimple for Advisors
Avrum Laurie
VP Product
Toby Triebel
CEO, Europe
Board of Directors
Paul Desmarais, III
Senior VP of Power Financial
Som Seif
Founder & CEO of Purpose Investments
Bertrand Badré
Former CFO of the World Bank
Jeff Carney
CEO of IGM Financial
Rhonda Goldberg
Executive VP, General Counsel for IGM Financial Inc.
Adam Felesky
President and Managing Partner of Portag3
Michael Katchen
Co-founder & CEO of Wealthsimple
Brett Huneycutt
Co-founder & COO of Wealthsimple
Investment Advisory Committee
Alain Bergeron
SVP Asset Allocation & Alternatives at Mackenzie
Deborah Fuhr
Managing Partner & Co-founder of ETFGI LLP
Rhonda Goldberg
Executive VP, General Counsel for IGM Financial Inc.
Adam Felesky
President and Managing Partner of Portag3
Damien Bisserier
Partner, ARIS
In the press
July 2017
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.
May 2017
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.
August 2017
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.
June 2017
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.
July 2017
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.
March 2017
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.
April 2017
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.
January 2017
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.
January 2017
Toronto-based Wealthsimple launches in U.S. today
One of Canada's leading robo-advisers, Wealthsimple boasts 20,000 clients with $750M in assets.
October 2016
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.
May 2016
Wealthsimple: The Standout Canadian Fintech Startup
Anthony Lacavera sits down with one firm that's distinguishing itself from the rest of the pack: Wealthsimple.
May 2016
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.
May 2016
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.
February 2016
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.
April 2015
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.
For inquiries, please contact press@wealthsimple.com
Awards & recognition
175,000+
Wealthsimple users worldwide
Best Financial Services Website
Top 100 Global Financial Technology Companies
Michael Katchen, 2016
$200 million
Investment from the Power Financial Group and Allianz X
