Exciting news! 🎉 On December 11 at 12PM ET, we’re hosting our first-ever live product event. Join us online for an in-depth look at the Wealthsimple Cash account, all the features you should be using, what’s coming next, and a very special announcement. Click the link to RSVP: https://lnkd.in/g8wrXFwE
Wealthsimple
Financial Services
Toronto, Ontario 151,018 followers
All of your investing, made simple.
About us
All of your investing, made simple. wsim.co/legal
- Website
-
http://www.wealthsimple.com
External link for Wealthsimple
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2014
- Specialties
- wealth manager, financial advisor, investment manager, portfolio manager, and investment adivsor
Locations
-
Primary
80 Spadina Ave
4th Floor
Toronto, Ontario M5V 2J4, CA
-
160 Victoria Street
London, England, GB
-
20 Jay St
Brooklyn, New York 11201, US
Employees at Wealthsimple
-
David Yuan
David Yuan is an Influencer -
Amy Bohutinsky
Board Director, Investor & operator
-
Diederik van Liere
CTO at Wealthsimple
-
Paul Teshima
Chief Commercial Officer and UDP Managed Investing @ Wealthsimple | 3M Clients, $50B+ in assets, Report on Business Best Executive Award 2023
Updates
-
We believe more people should have access to the power of alternative investments — and now they do. While most alt funds have historically been reserved for institutional investors, ours are now available for all qualifying clients with at least $50,000 in investable assets — even if those assets aren’t held with us. Alt investments can superpower your portfolio and increase potential for returns. Since launching in January 2024, our private equity fund has returned over 30%. Our private credit fund has returned 16.2% since its launch in June 2023. https://lnkd.in/g-_NuQ8R
-
Are you confused by bonds? (It's okay. The answer is usually yes.) Even if you're not, you may want to check out the next live session at noon with our Chief Investment Officer. He'll be covering how bonds and other fixed income work — and how to use them in a portfolio. plus: plenty of time for questions. Sign up here: https://lnkd.in/gzhXmmUM
-
With millions of Canadians trusting us to handle their financial needs, “being reliable” is simply table stakes. Director of Engineering, Chris Inch shares how Wealthsimple combines technology, proactive processes, and a relentless focus on continuous improvement to ensure our services remain reliable, resilient, and robust. https://lnkd.in/gYRdSHV8
-
Looking to earn some income on your stocks? Covered calls let you do just that. They offer some income today in exchange for some of your future stock gains. Learn more about covered calls: https://lnkd.in/g4ET9Wac
-
Welcome Jeff Gowen -- Wealthsimple's new chief financial officer. With a long track record of success at companies like Stripe and Goldman Sachs, Jeff will help lead the company into our next phase of growth.
Wealthsimple names Stripe veteran Jeff Gowen as CFO
newsroom.wealthsimple.com
-
“We think the future of our industry is making products that work together so the value of doing something with Wealthsimple gets better as you trust us with more business.” Hear more on this week’s episode of The Startup CEO Show ft. our CEO and co-founder, Michael Katchen.
From $50B to $1 Trillion: Wealthsimple's Vision
podcasts.apple.com
-
Tap or type? 💻 📱 Take your pick when you move your money to Wealthsimple. Plus, you’ll become Premium (if you aren’t already) and get all the perks that come with it. The coolest new tech or not — it was always a smart move. T&Cs apply. https://lnkd.in/gg2jwRF2
-
It’s happening — a smarter way to trade on margin. Get interest rates as low as prime -0.5%, zero hidden fees (of course!), and an intuitive margin health tracker so you’re always on top of what’s actually going on with your money. Just remember, margin carries risk and isn't for everybody. Do your research, and if it aligns with your goals, get excited, and get on the waitlist to apply: https://lnkd.in/gtCmsvzH
-
Our new suite of rewards: building wealth takes time, enjoy the wait. Earn a new reward for every $100,000 you have with us, starting at $200,000, up to 3 rewards. wealthsimple.com/benefits