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Wealthsimple Account Brief
Wealthsimple is a game-changing financial advisor that makes investing easy, transparent, and low-cost. You get a sophisticated portfolio managed for you, and unlimited support from a dedicated financial advisor. Simple and transparent, Wealthsimple's intuitive platform makes your investments simple and easy to understand. We take the guesswork out of investing, and ensure that you are on the right financial track.
Wealthsimple Recent News MentionsSee 3 more news mentions
businessinsider.com Nov. 7, 2019
Why I Didn't Worry When My Wealthsimple Investments Lost Money
About a month after opening a Wealthsimple SEP IRA, she noticed her investments had lost 1.2% of their value. But she didn't mind.
ncfacanada.org Sep. 24, 2019
Wealthsimple Acquires Tax Software Company Simpletax
CNW Wealthsimple Release | Sep 24, 2019 Two of Canada’s leading FinTech companies join forces to continue providing smart, simple financial tools for Canadians TORONTO, Sept. 24, 2019 /CNW/ &…
pehub.com Sep. 24, 2019
Wealthsimple Acquires Simpletax - PE Hub
Toronto-based Wealthsimple, an online investing service and trading app, has acquired SimpleTax, a Canadian web-based tax preparation service. No financial terms were disclosed. Wealthsimple's backers include Allianz X, the investment arm of Allianz Group and Power Financial. SimpleTax was founded in 2012.
betakit.com Sep. 24, 2019
Wealthsimple Ventures Into The Tax Space With Simpletax Acquisition
Toronto-based Wealthsimple has acquired SimpleTax, a web-based tax preparation application.
thestar.com Sep. 24, 2019
Wealthsimple Expands Into Tax Software Space With Acquisition Of Canadian Firm
TORONTO - Wealthsimple says it has acquired a Canadian tax software company, marking the financial technology company's first move outside of saving and investing.
businessinsider.com Sep. 7, 2019
Wealthsimple Isn't The Cheapest Robo-Adviser You Can Get, But If You Want Your Money In Halal Or Social-Impact Investing It Could Be For You
Wealthsimple is a robo-adviser that offers innovative investment options, including socially responsible investing and Halal investing portfolios .
Executives and decision-makers at Wealthsimple
Nudge.ai’s relationship intelligence platform can help you find the right executive to reach out to at Wealthsimple, such as Leen Li, Chief Financial Officer, or Michael Katchen, Founder and Chief Executive Officer. Then get in touch and start a conversation.
Leen Li Chief Financial Officer
Michael Katchen Founder And Chief Executive Officer
Brett Huneycutt Co-Founder & COO
Giampiero De Pasquale Staff Accountant
Rudy Adler Co-Founder And Cpo & CMO
Sharman Ordoyne Director Of Production
Robyn Ross VP Operations & CEO, Canadian Shareowner Investments
Rachael Factor Communications Director
Dave Nugent CIO & CCO
Jonathan Needham Senior Director, Distribution
See 4 more decision makers
Connectors at Wealthsimple
Executives can be difficult to reach, but every company has connectors who bring together people and ideas. At Wealthsimple, people like Leen Li, and Michael Katchen are likely connectors.
See who in your network has relationships at Wealthsimple With Nudge.ai you can uncover which contacts at a company your network is most strongly connected to. If you find a strong relationship, ask for an introduction!
Topics frequently mentioned alongside Wealthsimple
When Wealthsimple is mentioned in the news, Nudge.ai often sees topics like Toronto, and Marketing. If your conversation focuses on these topics, you’ll probably get Wealthsimple’s attention.
Companies frequently mentioned alongside Wealthsimple
When Wealthsimple is mentioned in the news, companies such as Oneeleven, Wattpad, and Mastercard are often also mentioned. These companies can serve as customer examples.
Wealthsimple employees mentioned in the news
Employees who are often in the news are usually open to starting conversations or exploring ideas. Nudge.ai's sales AI saw Leen Li, Michael Katchen, and Dave Nugent from Wealthsimple recently mentioned in the news.
blog.brainstation.io Mar. 14, 2019
Diversity In Leadership | Building A Culture For Women To Succeed
Six industry leaders give advice on promoting diversity in the tech industry and how to build a culture for women to succeed.
Leen Li Head Of Finance
betakit.com Oct. 1, 2019
F|T: The Fintech Times - "All In" On Kin
Welcome to the FinTech Times, a weekly newsletter covering the biggest FinTech news from around the globe.
Michael Katchen Co-Founder & CEO
findependenceday.com Apr. 1, 2019
Findependence Day – A Financial Novel By Jonathan Chevreau
The latest MoneySense ETF All-stars has just been published for 2019. Click on the highlighted text in the headline to access the full article: Best ETFs in Canada for 2019(you don’t need to subscr…
Dave Nugent CIO/CCO
itbusiness.ca Apr. 5, 2019
Developers 30 Under 30 Winners Highlights The Future Of Tech In Canada
The next generation of Canadian developers has arrived, and they are being recognized in the third annual Developer 30 under 30 list.
Evan Cloutier Software Engineer
millennialmoney.com Nov. 7, 2019
Wealthsimple Review 2019 | Plans + Features + Pros & Cons
Wealthsimple is an online investment management firm based in Canada. They were established in 2014 and have since grown to manage over $5 billion (CAD) of investments. This investment firm acts as something of a hybrid between a robo-advisor and an actively managed fund. The
Wealthsimple Black Chief Experience Officer
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Who in your network can introduce you to Wealthsimple? Nudge.ai finds the best pathway to reach contacts at this company.See your relationships