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Keyword: Robo-advisors

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Wealthsimple raising $750 million in latest financing deal, valuation hits $5 billion

The new capital comes from leading venture funds and celebrities including Drake and Michael J. Fox

man using mobile phone

BMO’s adviceDirect launches premium service

New advice channel caters to high net-worth clients

  • By: IE Staff
  • March 9, 2021 March 9, 2021
  • 11:25
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Wealthsimple sells U.S. biz to Betterment

All accounts will be transferred by June 2021

  • By: IE Staff
  • March 4, 2021 March 4, 2021
  • 14:29
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Tea and Chris Nicola to depart CI Direct Investing

Couple founded robo-advisor WealthBar in 2014

Wealthsimple raises $114 million in financing round

Canadian fintech reaches "unicorn" status with a valuation of $1.4 billion

  • By: IE Staff
  • October 14, 2020 October 14, 2020
  • 09:51

What crisis? Robos survive the market sell-off

Robo assets under administration increased this year, and B2B demand is growing

  • By: Fiona Collie
  • September 21, 2020 September 17, 2020
  • 00:13

Nest Wealth Pro offers Forstrong portfolios

Forstrong manages global ETF portfolios

  • By: IE Staff
  • July 20, 2020 July 20, 2020
  • 10:49
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Wealthsimple to launch crypto trading platform

Users of Wealthsimple Crypto will be able to trade Bitcoin and Ethereum

  • By: IE Staff
  • July 14, 2020 July 14, 2020
  • 11:28

Nest Wealth and National Bank expand partnership

The fintech and bank have announced a multi-million dollar investment and commercial deal

Casual person using tablet to analyse financial dashboard

Great-West acquisition gets thumbs up from Moody’s

Stronger digital capability an asset post-pandemic, rating agency says