From Poor to Riches
How we Handle Investing and Setback
We Share Everything on our Journey to $10B
Add-ons and Google Sheets Export! Opening Wealthica to 3rd Party Developers
Today marks an important milestone for Wealthica, and in my opinion one of those "game changing moments" in the Canadian Open banking revolution. Wealthica is opening its platform to third-party developers, allowing anyone to make use of the data the...
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A Conversation with Software Developer and Wealthica Supporter Nicolas Delattre
I had an opportunity to sit down with Nicolas Delattre, a Montreal-based software developer and Wealthica supporter who released an unofficial mobile app using the Wealthica API (the application was authorized by the Wealthica team). He is the fi...
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Wealthica Celebrates its 3rd Anniversary!
Three years ago we embarked on this crazy journey to allow investors to take back control of their investment data. In early 2015, I sat down for a coffee with Eric Chouinard, one of my mentors, and now co-founder in Wealthica. I wasn't sure...
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Wealthica CEO to Speak at CFA Montréal’s “Fintech Series – The Future of Advice” Event
Simon Boulet, Wealthica's CEO, will be a speaker at the "Fintech Series - The Future of Advice" event on May 23 in downtown Montreal. Organized by CFA Montréal, the event will offer an overview of the rapidly changing financial advisory landscape du...
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Wealthica’s Partner Hardbacon Launches iOS App
On February 8, Wealthica’s partner Montreal-based startup Hardbacon launched its iPhone app, aiming to democratize investing among younger population groups. The application is compatible with a number of online brokers including BMO InvestorLine a...
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Interview With Bill and Chris Bruner, Founders of Stockchase
I had the opportunity to sit down with Bill and Chris Bruner, a father and son duo that founded the successful DIY investors community Stockchase. Recently, Wealthica acquired Stockchase, with the intention of continuing their ground-breaking work. ...
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$1B Aggregated Investments and Counting!
It’s official: Wealthica has surpassed 1 billion dollars in aggregated investments and assets. The team is delighted to have met such milestone by year end. Last month coincided with a period of robust growth as 300+ new members were added. So... h...
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Wealthica + Stockchase : A New Way to Discover your Next Favourite Stocks
It’s official: Wealthica has acquired Stockchase, an established online community for DIY investors. There is a wealth of information collected on the site from investment experts; many years of comments have been captured and are easily accessible...
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Google Finance Axes Portfolio Feature, Wealthica to the Rescue
Google recently announced some changes to Google Finance and its Portfolio features. The full communication from Google can be found here. They announced that from November, the portfolio tracking feature will be discontinued. If you use Google Fi...
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Are robo-advisors risky?
Moneysense's Jason Heath writing about risk and robo-advisors... Robo-advisors are not safe. Nor are they risky. A robo-advisor is simply a type of investment company. Like mutual fund companies. And sometimes people irrationally think mutual fun...
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