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Press Release June 12 2022

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 c...

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Press Release May 02 2022

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. ...

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Press Release February 23 2022

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. ...

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Press Release February 08 2022

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 o...

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Press Release October 05 2021

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 inde...

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Press Release January 29 2020

Eric Lemieux, former Senior Executive at Desjardins, Joins Wealthica

MONTREAL, Jan. 29, 2020 - Wealthica the largest financial aggregator in Canada and the only aggregator specialized in Canadian investment accounts is pleased to announce that Eric Lemieux has joined the leadership team. Eric Lemieux is also an invest...

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Press Release January 24 2020

Automated Portfolio Rebalancing Coming to Wealthica, Thanks to Passiv

We are happy to announce a partnership with Canadian Fintech Startup Passiv, to automatically calculate trades and follow a target portfolio asset allocation. Rebalance Instantly Canadian Investors can use Passiv Lite for free within Wealthica....

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