“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, while also lowering your tax bill. This means we do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting—services that most people couldn’t afford until now or found too time-consuming and tedious to do on their own.
Our financial 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 $30M in capital from Power Financial Corp., one of the world's most trusted financial institutions who manage over $780B in global assets. Our talented team of talented software engineers, designers, and data scientists have previously worked at such companies as Amazon, Google, and Apple.
Our investment team is led by industry experts like Eric Kirzner, the veteran investment finance professor and the John H. Watson Chair in Value Investing at Rotman. Kirzner was one of the first to write about and design North America’s first ETF, the Toronto 35 Index Participation Fund.
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.
The 20th Annual Webby Awards named Wealthsimple its Best Financial Services/Banking website.
“That lets us really up the game in innovation,” Katchen said. “The immediate thing clients will start to notice is how fast it is to open an account.”
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.
H2 Ventures and KPMG Fintech, today announced the 2016 FinTech 100, meant to put the spotlight on the world’s leading FinTech companies.
Wealthsimple made waves this week with the announcement that it had secured a $30 million Series A investment from a financial giant Power Financial Corp.
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 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.
The company rolled out a redesigned platform, featuring an overhauled dashboard for users that manage multiple accounts and features that help users better quantify how their financial planning can help them reach their goals.
Online portfolio manager Wealthsimple is kicking off a new marketing campaign during this weekend's Super Bowl broadcast.
Wealthsimple’s reduced fees are a big selling point.
Currently managed by Wealthsimple Financial Corp.