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Journey Updates November 07 2018

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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Journey Updates October 31 2018

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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Journey Updates October 09 2018

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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Journey Updates October 01 2018

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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Journey Updates July 26 2018

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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Journey Updates July 04 2018

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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Journey Updates June 26 2018

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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Journey Updates December 19 2017

$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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Journey Updates May 12 2017

Our Fintech Startup Journey to $10B Aggregated Investments

We started building Wealthica in April 2015. At that time, it was all about building something to solve our problem. We had begun investing and weren’t happy with the products available on the market. Since building technology is second natu...

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Journey Updates May 10 2017

A New Web Site, New features and More Updates

Earlier this week I was reading GrooveHQ's blog and their latest post about How an angry email pushed us to start publishing more product updates really got me thinking we definitely have to do better in term of product updates for Wealthica. We r...

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