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

Journey Updates

Updates on our Journey to 10B Aggregated Net Worth

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Journey Updates

New Realized Gains Reports and the Power of Adjusted Cost Base (ACB)

Wealthica has recently enhanced its realized gains reports, now providing Adjusted Cost Base (ACB) to its users. In this article, we’ll brush up on those key concepts, and discuss the benefits of the ACB calculation method. Realized Gains 101 Capital gains are profits on an investment. When you sell investments at a higher price than what you…

April 16, 20190Comments

Purple image of cryptocurrencies

Journey Updates

Interview: New Partnership between Wealthica and CoinTracking

I recently sat down with Dario Kachel, CEO and Founder at CoinTracking, and Wealthica’s CEO Simon Boulet. Munich, Germany-based CoinTracking recently partnered with Wealthica; it is a platform that analyzes all your cryptocurrency transactions and generates in real-time a vast amount of useful insights such as the profit / loss of your trades, the value…

March 19, 20190Comments

Journey Updates

Announcing support for the new Wealthsimple API!

Connecting your Wealthsimple account to Wealthica has never been easier. Wealthsimple joins Questrade, WealthBar and Interactive Brokers in allowing their clients open access to their data through a secure API. This means you no longer need to enter your credentials when connecting your Wealthsimple account to Wealthica. If you already have your Wealthsimple account connected to…

March 12, 20190Comments

Wealthica Mobile

Journey Updates

Wealthica Mobile App Now Available

You’ve been asking for a mobile app for a long time. We’re happy to announce that it’s finally here! You can now track your entire net worth and investments on your mobile phone. Available for both Android and iOS, the new Wealthica App is the perfect companion to Wealthica’s web dashboard. Wealthica allows you to stay…

January 30, 20190Comments

Journey Updates

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. Simon Boulet, CEO and Co-Founder "There was really two main goals for…

December 19, 20180Comments

Journey Updates

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 launched an add-on for Wealthica users; the event at the Palais des congrès de Montréal…

November 7, 20180Comments

$10B Journey

Journey Updates

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 in which we discussed his impression of the conferences,…

October 31, 20180Comments

Journey Updates

Support for Great-West and BMO adviceDirect, and Adjusted cost base (ACB) calculation

We are excited to announce the release of the latest version of Wealthica. This new release adds support for importing data from Great-West GRS and BMO adviceDirect, and fixes an outstanding issue that would prevent realized gains from being properly calculated. All transactions that did not have their realized gain set were reprocessed using the…

October 25, 20180Comments

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Journey Updates

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 interviewed him last year on behalf of Fintech publication BankNXT). Patrick and his team recently developed an add-on…

October 9, 20180Comments

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Journey Updates

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 Banking space and the potential benefits of financial aggregation for established financial institutions. Phil…

October 1, 20180Comments

Journey Updates

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 they have in Wealthica. We are also releasing the Google Sheets Export feature allowing our users…

July 26, 20180Comments

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Journey Updates

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 first Wealthica user to release an application that uses our API and we hope this encourages others…

July 4, 20182Comments

Journey Updates

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. https://wealthica.com/blog/wp-content/uploads/2018/06/3rd-W.mp4 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 what do do; the two last startups I was involved with…

June 26, 20180Comments

Journey Updates

Wealthica Now Supporting RBC Dominion Securities and BMO Nesbitt Burns

Today is a great day for Wealthica as we are announcing support for both RBC Dominion Securities and BMO Nesbitt Burns, two of the largest investment firms in Canada. In the last years our focus has been growing our users base exponentially by adding support for all the most popular investment platforms. Today thousands of investors…

April 19, 20180Comments

Journey Updates

$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... how did we achieve this? We had some help from Google! Google Finance…

December 19, 20170Comments

$10B Journey

Journey Updates

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 nature to us, we were confident that we could build something better. So we went along with…

May 12, 20170Comments

Journey Updates

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 release product fixes, enhancements and new features each week. Yet we never notify…

May 10, 20170Comments