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Company: Wealthsimple Inc.

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Jean-François Courveille

B2B service could become the driver of Wealthsimple’s business

  • July 27, 2018 July 25, 2018
  • 00:20
Hand choosing employee group of businessmen new job appointment notice

Veteran wealth-management executive named CEO

Savings money jar full of coins concept for saving or investment for a house, retirement or education

The digital wealth management firm has partnered with EQ Bank

Silhouttes of Two Business People Having a Handshake

Power Financial has invested $165 million in capital in the robo-advisor since 2015

  • By: IE Staff
  • February 21, 2018 February 21, 2018
  • 10:34

BMO SmartFolio has reduced its account minimum to $1,000

The company launched in the U.S. at the end of January

The new Halal investing portfolio screens for business and financial activity to ensure stocks are compliant with Islamic investing practices

  • By: Leah Golob
  • August 23, 2017 December 19, 2017
  • 12:40
Mandeville, Smart Money introduce WealthPort service

Advisors who use Wealthsimple’s B2B platform have access to Shaunessy’s institutional portfolio

Wealthsimple, Trulioo, FinanceIt, Wave Accounting and Street Contxt were among the 250 top firms, according to new research

The robo-advisor says an invitation-only trial version of its service will be tested this summer in the U.K.