WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with ...
Purpose Advisor Solutions, an affiliate of Toronto-based Purpose Financial, has acquired Wealthsimple for Advisors. No financial terms were disclosed. W4A is a provider of tech-enabled solutions to ...
Toronto-based fintech Wealthsimple has launched a new promotion that offers both a cash bonus and a chance to win a $3 ...
TORONTO--(BUSINESS WIRE)--Today, Epilogue, Canada’s first lawyer-founded online estate planning platform, is proud to announce its partnership with Wealthsimple, the company behind one of Canada’s ...
Wealthsimple's newest tools are aimed at giving retail investors access to strategies once reserved for institutions ...
Power Financial, the Canadian parent of Putnam Investments and Great-West Financial, has invested an additional $37 million in Wealthsimple, a Toronto-based robo-adviser that is expanding in the U.S.
Toronto, Ontario--(Newsfile Corp. - December 9, 2024) - Jeff Gowen, Chief Financial Officer, Wealthsimple Technologies Inc. ("Wealthsimple" or the "Company"), joined Lara Donaldson, President and ...
With more than 30,000 clients and $750 million in assets under management, Toronto-based investment platform Wealthsimple continues to grow both in its home market and in the U.S. To bolster that ...
The Halal Investing portfolio is a modern, accessible, low-cost investing option for Muslims in the U.S. NEW YORK, Aug. 23, 2017 /PRNewswire/ - Wealthsimple has launched a Halal Investing portfolio to ...
Toronto FinTech firm impresses hometown crowd with new products at first Wealthsimple Presents. Toronto-based Wealthsimple has announced a slew of new offerings, including its first credit card, an ...
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