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Common Wealth

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Robo-advisory platform enhancing retirement planning for Canadian wealth managers.

Overview

Common Wealth is a fintech company that offers robo-advisory services aimed at wealth managers, with an emphasis on automated investment advice and portfolio management. The company provides a digital retirement platform that includes various products such as RRSP and TFSA accounts, which are intended to assist Canadians in personalized retirement planning. Common Wealth integrates with existing wealth management systems to support wealth managers in delivering tailored advice more efficiently. The platform seeks to address the issue of limited access to secure retirement programs, with the goal of reducing financial anxiety for Canadians. Additionally, Common Wealth features a low-fee structure, automatic investing options, and group plans for employers, which may be beneficial for individuals and organizations looking to enhance retirement outcomes.

Key facts

Founded
2015
Headquarters
Toronto, Canada

Business model

Contact

Open roles

9 roles
  • Account Manager

    Toronto, Ontario, Canada · On-site · Volunteer

  • Account Executive (ON)

    Toronto, Ontario, Canada · On-site · Volunteer

  • Financial Planner

    Toronto, Ontario, Canada · On-site · Volunteer

+ 6 more open roles on Signal

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About Common Wealth

What does Common Wealth do?

Common Wealth is a fintech company that offers robo-advisory services aimed at wealth managers, with an emphasis on automated investment advice and portfolio management.

Where is Common Wealth headquartered?

Common Wealth is headquartered in Toronto, Canada.

When was Common Wealth founded?

Common Wealth was founded in 2015.

Which sector is Common Wealth in?

Common Wealth operates in Wealth Technology, part of Financial Technology.

Who are Common Wealth's competitors?

Companies similar to Common Wealth include RetireEasy, iVezt, and 11Fifty.

Is Common Wealth hiring?

Yes. Common Wealth has 9 open roles listed on Vanberra Signal.