While many older Canadians still bank almost exclusively in-person at brick-and-mortar institutions, a majority of the nation’s younger investors are managing their financial assets using entirely digital processes supported by financial firms that often don’t even attempt to offer physical branches. [Read more…] about Wealthsimple Appeals to Tomorrow’s Investors with Modern Fintech Platform
Wealthsimple
Wealthsimple CEO Unveils Ambitious Five-Year Target for Growth
Technology has carved a great divide in Canada.
While many older Canadians still bank almost exclusively in-person at brick-and-mortar institutions, a majority of the nation’s younger investors are managing their financial assets using entirely digital processes supported by financial firms that often don’t even attempt to offer physical branches. [Read more…] about Wealthsimple CEO Unveils Ambitious Five-Year Target for Growth
Wealthsimple Expands Alternative Investing Program with Private Equity
Wealthsimple this week unveiled its third alternative investing option for retail investors as the Toronto-based fintech firm continues to expand its suite of services. [Read more…] about Wealthsimple Expands Alternative Investing Program with Private Equity
Interac Expands Access for Financial Institutions, Welcomes Wealthsimple as New e-Transfer Participant
Interac announced today that it has broadened access to additional types of financial institutions for participation in the Interac e-Transfer® service. [Read more…] about Interac Expands Access for Financial Institutions, Welcomes Wealthsimple as New e-Transfer Participant
Conquest, CapIntel Collaborate for AI Fintech Integration
A Manitoba-born technology platform modernizing financial planning with customized advice this week announced a partnership with CapIntel, a financial technology platform that improves day-to-day workflow efficiency and fund analysis for wealth professionals. [Read more…] about Conquest, CapIntel Collaborate for AI Fintech Integration
Wealthsimple Adds Stock Lending to Growing Suite of Financial Features
After entering the crypto scene last year, Toronto’s Wealthsimple this year added even more ways for Canadians to save and invest, including private credit opportunities for retail investors and enhanced cash holding features. [Read more…] about Wealthsimple Adds Stock Lending to Growing Suite of Financial Features
Wealthsimple Enhances Cash Features Amid Stagnant Stock Market
Stocks are stagnant, many still down from their 2022 highs. Cryptocurrencies have been down and up—but more down than up.
Consequently trading platforms are looking for other ways to add and engage customers. [Read more…] about Wealthsimple Enhances Cash Features Amid Stagnant Stock Market
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Winnipeg’s Conquest Planning today announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more than $18 billion in assets for over 3 million Canadians. [Read more…] about Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Wealthsimple Launches Private Credit Opportunity for Retail Investors
Wealthsimple is continuing to increase access to alternative assets for retail investors with its latest offering. [Read more…] about Wealthsimple Launches Private Credit Opportunity for Retail Investors
BMO Partners With Georgian to Launch New Tech Investing Fund For Clients
Raise your hand if you’ve ever thought, if only I’d gotten in on the ground floor of Airbnb, Instagram, or any of the scads of breakthrough tech startups.
Now lower your hand and give yourself a break, because even if you’d had a pile of cash to invest, you still probably wouldn’t have had any way to get in before those companies went public. [Read more…] about BMO Partners With Georgian to Launch New Tech Investing Fund For Clients