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Wealthica

Fintech Company
Montreal Quebec H3B 5C9

5143123229

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Connecting all your financial dots.

    Contact Information

  • Company Name
  • Wealthica
  • Online Social Profiles
  • Phone Number
  • 5143123229
  • Location
  • Montreal, QC H3B 5C9
    Canada

    Company Details

  • Year Established
  • 2015

More About Wealthica

Wealthica is a fintech startup that launched its operations in April 2016. The company is based in Montreal, Canada and aims at consolidating investments from different providers on a cloud-based platform. Wealthica works by connecting to your financial institutions and then allowing you to see all your investments in a single dashboard. Additionally, Wealthica will give you a straightforward analysis of all your investments. The company uses information such as your portfolio management fees and self-customized events to evaluate the impact they may have on your portfolio performance and net worth. Wealthica’s API platform is designed to serve investors, developers as well as advisors.

The Concept behind Wealthica

Wealthica was established with the aim of challenging the status quo of portfolio advisors and financial institutions. The founders were concerned that people would not get a true picture of their investment portfolios as financial institutions and portfolio advisors place a lot of emphasis on charging fees as opposed to service delivery. 

The founders, Martin, Eric, and Simon have a great wealth of knowledge and experience. Prior to founding Wealthica, they had been building websites for more than 20 years. one of their greatest achievement as a team was iWeb, an internet infrastructure company that they build and grew for over 15 years before selling it off. It is this knowledge and experience that they are leveraging on to bring technology to the financial services industry. Even with all this knowledge in technology, they discovered that they would spend a lot of time in understanding and consolidating their investment information. This made them believe that ordinary people were having even harder time; that is why the aim of their company is to provide simple but consolidated investment reports to consumers. 

Investors’ Edition

Wealthica employs financial technology to help you in consolidating all your investments and transaction records enabling you to track your cash flows and get a dynamic impact analysis based on your financial events and management fees. Wealthica enables you to consolidate all your transaction records and export them to excel spreadsheets. Consequently, you have an unbiased view of your wealth.

Advisors’ Edition

The platform also has an advisors’ edition which is tailored to help financial advisors to serve their clients more efficiently by allowing them to analyse and manage clients’ portfolio in one place. The platform is of great use to financial advisors as it makes their work easier, faster and more accurate. The result is increased satisfaction among their clients. Using Wealthica as an advisor will definitely increase your competitiveness, making you stand out among your peers.

Developers’ Edition

On the Wealthica platform, there is also a developers’ edition specifically designed for developers. If you are a developer, you will be able to access real-time financial data. as a result, you can make appropriate investment decisions. The platform is designed with the interest of your financial security especially in this age of cyber-crimes. Wealthica is thus a very secure but a simple way to access your financial data.

Consumer Benefits in Brief  

  • Simple and straightforward dashboard that makes it easy for you to see and consolidate your tax free savings account, retirement savings plan, questrade online stock portfolio as well as other liquid investments.

  • Tailored fintech solutions depending on whether you are a developer, investor or an advisor.

  • A user friendly dashboard offering transaction reports, daily reports and performance evaluation

  • Interactive analysis enabling you to view your investment performance and net worth based on your self-added data and events.

  • Syncronisation of financial data through a partnership with financial institutions.

One of the interesting features of Wealthica is that it allows you to make customs note as a way of keeping track of important days and events that affect your portfolio performance and net worth. 

As of April 2017, Wealthica can automatically sync with over 25 financial institutions in Canada. This number is set to increase as the platform seeks to serve more consumers.

You can sign up for free by simply filling in your name and email address and you will get all your financial concerns addressed.



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Montreal Quebec H3B 5C9

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