Finance

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Held away assets represent the capital your clients control outside your institution. These accounts sit at competing banks, brokerages, private investment firms, and alternative platforms. They remain invisible to your internal systems, yet they define your real opportunity for growth. Assets […]

First published: 13 April 2023 @ 4:29 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More Hey Wealthica users! What we fixed… We’ve been busy fixing bugs and making updates to make your investment journey smoother than

First published: 24 March 2022 @ 2:33 amClient: Journey to $100B : Wealthica Written By: The Big Writer Published At: Read More The Wealthica data acquisition team is working hard to resolve connectivity issues with select institutions. The affected institutions include RBC Direct Investing, National Bank (Online Banking, Independent Network, MyPortfolio+, Direct Brokerage, Financial, Private

First published: 12 April 2023 @ 2:36 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More Wealthica, the leading Financial Data Platform in Canada, now tracks over $25 billion dollars worth of assets, including stocks and bonds,

First published: 24 February 2022 @ 5:28 amClient: Journey to $100B : Wealthica Written By: The Big Writer Published At: Read More Wealthica’ the leading Financial Data Platform in Canada and Simon Boulet, have been named as FinTech Leader of the Year by Finance et Investissement, the preeminent source of information in Quebec for professionals

First published: 2 December 2023 @ 3:28 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More With the recent announcement of Mint’s closure, you are likely seeking a reliable method to backup your Mint Export data and safeguard your valuable financial data. The process of importing your Mint export data

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More We wanted to let you know that our current status page provider is shutting down on March 31. As a result, we’re migrating our status page to a new platform. You can find our new status page at:https://status.wealthica.com To continue receiving

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Canadian fintech companies face a structural challenge that limits adoption and slows product growth. Investment data lives in dozens of brokerages, banks, and private platforms. Clients hold RRSPs in one institution, TFSAs in another, non registered accounts elsewhere, and private equity