From Poor to Riches
How we Handle Investing and Setback
We Share Everything on our Journey to $10B
Wealthica Team Members on their 2018 Milestones
It's nearly the end of the year and it's time to reflect on our successes as well as challenges. Instead of writing a typical year end recap, I asked several Wealthica team members and partners about their own experience in the last 12 months. Sim...
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Wealthica Interviews ShareAlpha at the 2018 Canada Fintech Forum (Video)
On October 30 at the Canada Fintech Forum conference, I met with both Simon Boulet (CEO and co-founder of Wealthica) and Patrick Kuczynski, CFA (COO and co-founder of ShareAlpha, a platform for DIY investors). Last month, Patrick and his team launche...
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Wealthica at the 2018 Canada Fintech Forum (Video Interview)
The Canada Fintech Forum in Montreal is the biggest event of its kind in the country. Of course, the Wealthica team was there at the 2018 edition which took place on October 30 and 31. Simon Boulet, our CEO and co-founder gave a rare video interview ...
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Interview with Patrick Kuczynski, Co-Founder and COO of ShareAlpha
I sat down with Patrick Kuczynski, co-founder and Chief Operations Officer (COO) of ShareAlpha, a Montreal-based stock market investing tool that helps DIY investors find new investment ideas in seconds that match their investing style (I previously ...
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Financial aggregation: What’s in it for established banks? (A conversation with Simon Boulet)
I recently caught up with Simon Boulet, CEO and co-founder of Wealthica. This is a follow up to an interview Nuadox (a publication I manage) has published last March. We discussed the meaning of “Open Data”, recent changes in the Canadian Open Ba...
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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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