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

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

Picture of people working on a wooden table

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

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 due to technological and societal factors. It is open to both CFA and non-CFA…

May 8, 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

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 and TD Direct Investing. It is designed to help users monitor their investments as well as to obtain real-time analysis of their…

February 12, 20180Comments

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Interview With Bill and Chris Bruner, Founders of Stockchase

I had the opportunity to sit down with Bill and Chris Bruner, a father and son duo that founded the successful DIY investors community Stockchase. Recently, Wealthica acquired Stockchase, with the intention of continuing their ground-breaking work. Hi Bill and Chris, nice to connect with the both of you. Can you please tell me a…

January 9, 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

Investing Stock Investment Ideas

Wealthica + Stockchase: A New Way to Discover your Next Favourite Stocks

It’s official: Wealthica has acquired Stockchase, an established online community for DIY investors. There is a wealth of information collected on the site from investment experts; many years of comments have been captured and are easily accessible. The team at Wealthica has worked hard to modernize the site and improve the overall user experience. Today…

November 27, 20170Comments

Google Finance Axes Portfolio Feature, Wealthica to the Rescue

Google recently announced some changes to Google Finance and its Portfolio features. The full communication from Google can be found here. They announced that from November, the portfolio tracking feature will be discontinued. If you use Google Finance to track you portfolio you might be looking for some alternatives. Now that Google Finance is closing…

September 29, 20171Comment

Commented Finance Links

Commented Links

Are robo-advisors risky?

Moneysense's Jason Heath writing about risk and robo-advisors... Robo-advisors are not safe. Nor are they risky. A robo-advisor is simply a type of investment company. Like mutual fund companies. And sometimes people irrationally think mutual funds are either safe or risky as well. They are. And they are not. I've been asking myself how robo-advisors clients…

September 12, 20170Comments

Commented Finance Links

Commented Links Investing

You have been thinking about momentum investing strategies?

Moneysense writing about Momentum strategies... Momentum strategies involve investing in stocks that have displayed a recent short term positive trend in a certain quality such as price, earnings, profitability, etc. For the most part, momentum concentrates on price trends and they do not look at the stock’s business, industry or competitiveness. The theory behind momentum investing…

September 1, 20170Comments

Commented Finance Links

Commented Links

News Links, Finance News Feed and Opinion Posts

We have not been very active on our blog since we launched it but we've been silently pushing some new pages online like our Ultimate Canadian Personal Finance News Feed and the Top Personal Finance and Investment Web Sites you should follow now. The news feed aggregates news from the top Canadian finance and…

August 31, 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