Wealthsimple
Curated by SignalRobo-advisory platform enhancing investment accessibility for wealth managers.
About
Wealthsimple is a fintech company that offers robo-advisory services aimed at wealth managers. The platform employs algorithms to provide automated investment advice and manage portfolios, taking into account client risk tolerance and financial goals. Wealthsimple's services include trading in stocks and ETFs, as well as offering registered retirement savings plans, tax-free savings accounts, and high-interest cash accounts. The platform is designed for individual investors and wealth managers, aiming to improve investment accessibility through low fees and tailored advice. Wealthsimple integrates with existing systems to assist wealth managers in making data-driven decisions, while also focusing on socially responsible investing and effective asset allocation for long-term growth.
Key facts
- Founded
- 2014
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
- Banking and Financial Services
- Crypto
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
184 rolesAssociate, Options Clearing
Canada · On-site · Volunteer
Staff Software Developer, Production Engineering
Canada · On-site · Volunteer
Senior Security Incident Response Developer
Canada · On-site · Volunteer
