BUILT FOR THE CANADIAN INVESTOR

See all your investments in one place, automatically updated each day.

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We simplify your financial life by connecting with your financial institutions to save your balances, holdings and transactions history

No Advertising, Transparent Privacy and Bank-Level Security

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It was becoming difficult to track assets balances across multiple institutions manually. Wealthica provides a better picture of my investments with less work.

Alex M.

I was using Personal Capital but had to manually changes asset and share price. So it was not a good option. I’m glad I found the Canadian alternative.

Andrew C.

Been using your product for half a day and it’s awesome and useful. I’ve been waiting a long time for this. Before, I was just tracking on Excel.

Scott M.

Keep track of all your investment accounts. — Bruce Sellery @brucesellery, Moolala

Track all your investment accounts in one place. — Rob Carrick @rcarrick, The Globe&Mail

The 13 best money management apps of 2020 — Enoch Omololu @savvycanadians

A new way to look at your investment portfolio and instantly know where you stand

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Secure your financial life

In addition to being read-only, Wealthica offers a Two-Factor Authentication and uses bank-level security to consolidate all your investment portfolios in a single dashboard.

LEARN MORE ABOUT SECURE
CONSOLIDATION

Accurately assess fees

Investment fees quickly add up. Management fee, transaction fee, custodian fee. Wealthica allows you to analyze and track how fees will affect your portfolio performance over time.

Your family’s one page report card

Delight family members with a family online dashboard. Create groups and track what events impacted the family’s net worth or investment performance by adding notes and reminders.

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FOR THE FAMILY OFFICE

Consolidate all your transactions

No need to browse through multiple accounts to get access to your transactions history. Wealthica gives you a consolidated view of your accounts and notifies you when there are new transactions.

LEARN MORE ABOUT TRACKING
YOUR NET WORTH

Share with your trusted advisor

Put your advisers to work by having them focus on the whole picture. Compare your advisor's performance with robo-investing or your self-managed account.

LEARN HOW TO EMPOWER
YOUR ADVISOR

Robots vs Advisors

Give robo-advisors a try and compare them with other financial institutions or financial advisor without losing track of your whole investment portfolio strategy.

LEARN HOW TO SEAMLESSLY TRY
ROBO-ADVISORS

It’s unique in Canada!

WE SUPPORT 100+ CANADIAN FINANCIAL INSTITUTIONS

    How others use Wealthica

    “I use Wealthica to manage 10 accounts from 4 institutions. It brings tremendous value for me to have an holistic view of ALL my investments. I am able to view important transactions like purchases, sales, dividends, and most importantly - fees. Tracking my net worth of $100K+ isn't something I take lightly, that's why I trust Wealthica and confidently use their service several times per week.”

    ― DIY Investor ($100K+)

    “Thanks to Wealthica, I can have a view on the whole family's net worth including my trust, my holding and individual family members. In addition to aggregating the assets I have at financial institutions, I can add my private investments, real estate and other assets. It's a tool every family office should have.”

    ― High net worth family ($5M+)

    “I use Scotiabank and Questrade for most of my investing and have always wanted to have a combined view of all my assets. Historical value of my portfolio and my net worth is the most important feature for me. I love the new transaction notification, it allows me to quickly reinvest dividends paid”

    ― Self-employed entrepreneur ($25K+)

    “As a retiree I want to make sure I'm not withdrawing too much (or too fast) from my investments. I'm also a bit concerned about market volatility and swings. Wealthica allows me to take a quick glance at the big picture of my savings, look at how much I withdrawn from my employer pension plan, with my advisors and from my brokerage, all in a single dashboard.”

    ― Recently Retired ($1M+)

    “I've had a saving account with Tangerine for quite some time and just recently opened a TFSA with robo-advisor Wealthsimple. I wanted a tool to see both account at the same place. Wealthica does the job as advertised.”

    New investor ($5K+)
    Daniel M.

    Daniel M.

    Your software is both well made and well presented. Whoever is in charge of graphics is doing a good job. Also thank you for adding support for Lending Loop.

    Jason V.

    Jason V.

    I love this app. Wish I had found it earlier but will tell all my friends. Thank you!

    Elayamani K.

    Elayamani K.

    Wealthica is one of the best tools I came across for consolidating my investments and tracking portfolio. The best thing about Wealthica is the power of add-ons!

    Anthony H.

    Anthony H.

    Wealthica was recommended to me as a better way to view my Questrade account information and it’s living up to my expecations!

    Scott M.

    Scott M.

    I’ve only been using your product and I think it’s incredible, amazing and useful! I’ve been waiting a long time for something like Wealthica to hit the Canadian landscape.

    Brad L.

    Brad L.

    I just signed up for the service yesterday, and imported my Wealthsimple, Wealthsimple Trade, and Sun Life Financial accounts. So far so good, I love it.

    Try our App!

    Sign up on the web or within our iOS or Android app.

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    Join the thousands of people using Wealthica, today!

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    Wealthica powers Hardbacon, also offered as a benefit to Desjardins Online Brokerage users.

    Equisoft/analyze for advisors offers financial institutions and advisors integrations with Wealthica.

    Wealthscope provides powerful investment portfolio analytics as an add-on within Wealthica.