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Wealthica's Journey to $100BWe share everything on our journey to $100B aggregated net worth.

Billy Kawasaki

Billy is Wealthica's Chief Operating Officer. He oversees the product plan and operations in general. If something looks wrong on your Wealthica account, get in touch with Billy.

139 articles published

Wealthica Updates

Product Features

Wealthica Update (Oct. 7, 2022): EPQ, NBF, FTQ, HSBC Investdirect and dozens of fixes

What's new on Wealthica this week? We added support for 2fa on EPQ (Épargne Placement Québec) 🔐 We fixed authentication problems with NBF We fixed issues with FTQ Flexifonds We fixed transactions & positions crashes on HSBC Investdirect We fixed a delayed new login location email issue (emails could lag a…

October 7, 20220Comments

ByBilly Kawasaki

Wealthica’s Latest: Connectivity & Recent Fixes

It’s already been 7 years since we founded Wealthica. The last 6 months have been filled with changes and challenges. We launched Vezgo, went through reorganization and hired several new team members. Lately, we have been actively taking steps to raise funds to support the growth of Wealthica & Vezgo. We owe you this…

August 16, 20220Comments

ByBilly Kawasaki

Product Features

Announcing our partnership with APOLLO Insurance

Wealthica is excited to announce our partnership with APOLLO Insurance, Canada’s leading InsurTech provider. Through APOLLO, you will have access to the best rates for your home, including coverage for: Condo Owner’s Insurance Up to 2 self-contained suites Property protection up to $150K Condo deductible protection up to $75K Personal liability coverage up to $2M…

July 29, 20220Comments

ByBilly Kawasaki

Wealthica to offer its users access to a completely digital mortgage experience

Wealthica users looking to buy a home or renew their mortgage will now have access to a completely digital mortgage experience. Wealthica users can easily apply online or alternatively, choose to speak with a dedicated team of mortgage advisors who can access over 50 mortgage lenders, providing multiple options at lower rates with…

June 12, 20220Comments

ByBilly Kawasaki

Resolved: Connection Issue with Wealthsimple Invest and Trade

We are currently investigating a connection issue with Wealthsimple Invest and Trade. Wealthsimple connects through an API and we have contacted Wealthsimple to verify their API, as we are unable to connect at this moment. You can subscribe to updates on this connection issue on our status page.

June 3, 20220Comments

ByBilly Kawasaki

Wealthica and Mogo’s Tactex Division Partner to Feature Unique Investment Opportunities

Wealthica, the leading Financial Data Platform has partnered with Tactex, a division of Mogo Asset Management Inc, to feature Tactex's investment strategies. Tactex has deep and proven experience in sourcing high quality investment opportunities. Wealthica is offering users two unique investment opportunities: the Tactex Global Value Strategy and the Tactex Private Investment Opportunities. The Global Value Strategy…

May 2, 20220Comments

ByBilly Kawasaki

Resolved: Connectivity Update

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), TD WebBroker, Raymond James. We used to post only major issues, but we are updating our processes to track the status of all connector issues. You might want to bookmark…

March 23, 20220Comments

ByBilly Kawasaki

Wealthica and Simon Boulet Named FinTech Leader of the Year 2021 by “Finance et Investissement”

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 in the financial services sector. 2021 was a hallmark year for Wealthica. The company now serves over 50,000 users, aggregating over 200 institutions and…

February 23, 20220Comments

ByBilly Kawasaki

tax season

Wealthica Launches New Tool to Help Canadians Prepare for Tax Season, Now Aggregating $18B in Assets

Wealthica, the leading Financial Data Platform in Canada, launches a new tool to help Canadians prepare for tax season. Canadians now track over $18 billion dollars worth of assets, including stocks and bonds, real estate, cryptocurrencies and more on the platform. Wealthica launches the Registered Contribution Tracker. This feature enables users to better track and manage…

February 8, 20220Comments

ByBilly Kawasaki

Press Release Uncategorized

Wealthica Announces SOC 2 Type II Compliance

Wealthica, the leading Financial Data Platform in Canada, announces the successful completion of the audit to obtain the System and Organization Controls (SOC) 2 Type II certification. A SOC 2 Type II certification is an audit performed by an independent auditor that confirms that Wealthica’s internal controls are effective for protecting customer information. A SOC 2…

October 5, 20210Comments

ByBilly Kawasaki

Free Tickets to Canadian Financial Summit

Canada's top financial experts are coming together to help you save more, invest better and worry less. The summit is designed to give you actionable advice through engaging seminars. Wealthica will be speaking at the summit to talk about our platform! Learn how to: Retire early on your own terms; Invest better; …

September 17, 20210Comments

ByBilly Kawasaki

Resolved: TD WebBroker and EasyWeb- Sync Issue

⚠️ TD WebBroker and EasyWeb- Sync Issue (Active July 13, 2021) TD WebBroker syncs are currently being rate-limited by the institution and so syncs may not work all of the time if too many accounts try to sync at once. Please do not run the sync multiple times as this amplifies the problem. Wait a few…

July 13, 20210Comments

ByBilly Kawasaki

Journey Updates

Early Free Access to Crypto Tracking Feature

We recently shared our secret link to add crypto institutions to your Wealthica on Reddit. You can get early free access to the CRYPTO tracking feature we've been working on for the last few weeks. It's currently a hidden feature you can only unlock using the special link. You can now track all your…

June 2, 20210Comments

ByBilly Kawasaki

Resolved: Desjardins AccèsD – Manual Fix

⚠️ Manual Fix for Desjardins AccèsD Issue Our provider has resolved the issue with the Desjardins connector. Thank you for your patience and understanding. You may need to re-connect by entering your credentials in order to sync. Please do not hesitate to contact us at hello@wealthica.com if you have any issues. We continue to work on our…

May 24, 20210Comments

ByBilly Kawasaki

Journey Updates Uncategorized

Connect your Wealthica

We've been working hard to enhance our product capability and our aggregation offering for developers and other Fintech apps for Canadians. If you are a developer, have a look at Wealthica for Developers. We are happy to announce 3 third-party apps that now work with Wealthica. …

April 26, 20210Comments

ByBilly Kawasaki

wealthica v2 preview

Journey Updates

Introducing Wealthica V2

We're happy to announce that we are about to launch we're launching a huge enhancement for the desktop application that we call V2. Wealthica V2 features an enhanced design, better filtering options and lots of new features on the Holdings page. We've also made it easier to distinguish your regular banking from your investments…

January 28, 20210Comments

ByBilly Kawasaki

Resolved: Issue with Wealthica Dashboard

10:05 PM : This issue is resolved and the Wealthica Dashboard is now functioning normally. For details regarding this incident please see https://status.wealthica.com/. 5:45 PM : Please see https://status.wealthica.com/ for the most up to date information. 4:15 PM : We have identified a major performance issue with our primary database. A high number of API…

January 13, 20210Comments

ByBilly Kawasaki