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List | Wealthica","List of sub-processors engaged by Wealthica to process end-user personal data.","finance, investments, stocks, mutual funds, ETF, aggregation, consolidation, api, data feed","Sub-processor list.",{"language":14,"login":56,"signup":57,"how_it_works":58,"before_and_after":59,"for_institutions":60,"security":61,"more":62,"top":63,"button_get":64,"button_for_professional":65,"top_variants":66,"more_dropdown":81,"for_professional":98,"button_for_investment_api":108,"use_cases":109,"for_investment_api":110,"for_use_cases":114},"Log in","\u003Cb>Get Started\u003C\u002Fb>","How it Works","Before & After","For institutions","Security","More","Wealthica for","Get in Touch","For Professionals",[67,69,71,73,75,77,79],{"url":16,"title":68},"🇨🇦 Canadian Investors",{"url":30,"title":70},"📊 Financial spreadsheets",{"url":17,"title":72},"🧔🏻 Advisors",{"url":33,"title":74},"🏦 Institutional Partners",{"url":16,"title":76},"👨‍👩‍👧 Family Office",{"url":32,"title":78},"💰 Budgets",{"url":20,"title":80},"🧑🏽‍💻 Developer",[82,86,90,94],{"href":27,"title":83,"subtitle":84,"img":85},"About Us","Meet the Team","about-us",{"href":29,"title":87,"subtitle":88,"img":89},"Pricing","Find the best\u003Cbr> plan for you.","pricing",{"href":37,"title":91,"subtitle":92,"img":93},"Contact","Have questions?\u003Cbr>Have insights?","contact",{"href":21,"title":95,"subtitle":96,"img":97},"Blog","Find the most interesting\u003Cbr>topics in finance!","blog",[99,102,105],{"href":16,"title":100,"subtitle":101},"For Family Offices","Delight Family Members\u003Cbr>with a Family Finance Dashboard",{"href":17,"title":103,"subtitle":104},"For Financial Advisors","Become the central point\u003Cbr>of your clients",{"href":33,"title":106,"subtitle":107},"For Institutions","360 View\u003Cbr>for Institutional Partners","Investment API","Use Cases",[111],{"href":112,"title":108,"subtitle":113},"\u002Finvestment-api\u002F","Financial Data Aggregation\u003Cbr>beyond custodians",[115,119,123,127],{"href":116,"title":117,"subtitle":118},"\u002Fuse-cases\u002Fcanadian-wealth-data-api\u002F","For Account Data Access","The Single Source for all\u003Cbr>Financial Institutions",{"href":120,"title":121,"subtitle":122},"\u002Fuse-cases\u002Fasset-transfer-onboarding\u002F","For Asset Transfers","Streamline Asset Transfers.\u003Cbr>Accelerate AUM Growth.",{"href":124,"title":125,"subtitle":126},"\u002Fuse-cases\u002Floan-asset-verification\u002F","For Loan Approvals","Accelerate Loan Approvals with\u003Cbr>Instant Asset Verification",{"href":128,"title":129,"subtitle":130},"\u002Fuse-cases\u002Fopen-banking-api\u002F","For Open Banking","Bill C-15 Compliant Open Banking\u003Cbr>API for Canadian Institutions",{"first":132,"information":134,"who":141,"support":150,"legal":156,"follow":162,"copyright":164},{"title":50,"body":133},"\u003Cp>We are a team of passionate entrepreneurs and developers who want to make investment consolidation simple.\u003C\u002Fp>\u003Cp>Learn more \u003Ca href=\u002Fabout-us\u002F>about us\u003C\u002Fa> or \u003Ca href='mailto:hello@wealthica.com' class='freescout-widget-open' target='_blank'>contact us\u003C\u002Fa>. Tell us how we can help streamline your financial life!\u003C\u002Fp>",{"title":135,"about_us":136,"security":61,"how_it_works":137,"pricing":87,"developers":138,"blog":95,"signup":139,"login":140},"Information","About us","How it works","API","Sign up","Login to app",{"title":142,"investors":143,"spreadsheet":144,"advisor":145,"institutional":146,"family_office":147,"budget":148,"developers":149},"Who is it for?","Investors","Financial Spreadsheets","Advisors","Institutional Partners","Family office","Budgets","Developers",{"title":151,"contact":91,"integrations":152,"knowledge":153,"status":154,"updates":155},"Support","Supported Institutions","Knowledge Base","Service Status","Product Updates",{"title":157,"terms":158,"policy":159,"cookies":160,"sub_processors":161},"Legal","Terms of service","Privacy Policy","Cookie Policy","Sub-processor List",{"title":163},"Follow","© 2015-2026 Wealthica Financial Technology Inc. \u003Cbr\u002F> \u003Ca href=\"mailto:hello@wealthica.com\">hello@wealthica.com\u003C\u002Fa>",{"language":14,"login":56,"signup":57,"how_it_works":58,"before_and_after":59,"for_institutions":60,"security":61,"more":62,"top":63,"button_get":64,"button_for_professional":65,"top_variants":166,"more_dropdown":174,"for_professional":179,"button_for_investment_api":108,"use_cases":109,"for_investment_api":183,"for_use_cases":185},[167,168,169,170,171,172,173],{"url":16,"title":68},{"url":30,"title":70},{"url":17,"title":72},{"url":33,"title":74},{"url":16,"title":76},{"url":32,"title":78},{"url":20,"title":80},[175,176,177,178],{"href":27,"title":83,"subtitle":84,"img":85},{"href":29,"title":87,"subtitle":88,"img":89},{"href":37,"title":91,"subtitle":92,"img":93},{"href":21,"title":95,"subtitle":96,"img":97},[180,181,182],{"href":16,"title":100,"subtitle":101},{"href":17,"title":103,"subtitle":104},{"href":33,"title":106,"subtitle":107},[184],{"href":112,"title":108,"subtitle":113},[186,187,188,189],{"href":116,"title":117,"subtitle":118},{"href":120,"title":121,"subtitle":122},{"href":124,"title":125,"subtitle":126},{"href":128,"title":129,"subtitle":130},{"first":191,"information":192,"who":193,"support":194,"legal":195,"follow":196,"copyright":164},{"title":50,"body":133},{"title":135,"about_us":136,"security":61,"how_it_works":137,"pricing":87,"developers":138,"blog":95,"signup":139,"login":140},{"title":142,"investors":143,"spreadsheet":144,"advisor":145,"institutional":146,"family_office":147,"budget":148,"developers":149},{"title":151,"contact":91,"integrations":152,"knowledge":153,"status":154,"updates":155},{"title":157,"terms":158,"policy":159,"cookies":160,"sub_processors":161},{"title":163},"us-en",true,false,"\u002Fca-en\u002Fsub-processors\u002F","\u002Fca-fr\u002Fsous-traitants\u002F",{"html":203},"\u003Ch1>Sub-processor List\u003C\u002Fh1>\n\u003Ch2>Last Updated: May 29, 2026\u003C\u002Fh2>\n\u003Cp>Wealthica serves both individual users and Enterprise Clients. This sub-processor list applies exclusively to Wealthica's B2B services. It includes only vendors that process personal data belonging to Enterprise Clients' end-users as part of delivering the Wealthica services. Vendors used solely for Wealthica's own business operations (such as billing, CRM, marketing, or internal tools) are not sub-processors under our DPA and are outside the scope of this list. All sub-processors are bound by data protection obligations no less protective than those set out in our Data Processing Agreement, and have been assessed to maintain appropriate technical and organizational security measures. Our third-party management processes are reviewed as part of our annual SOC 2 Type II audit. A copy of our SOC 2 report is available to Enterprise Clients upon request. We provide at least 30 days' advance notice of material changes to this list.\u003C\u002Fp>\n\u003Ch2>Third-Party Sub-processors\u003C\u002Fh2>\n\u003Cdiv class=\"table-wrap\">\u003Ctable>\n\u003Cthead>\n\u003Ctr>\n\u003Cth align=\"left\">Sub-processor\u003C\u002Fth>\n\u003Cth align=\"left\">Applicable Products\u003C\u002Fth>\n\u003Cth align=\"left\">Nature and Purpose of Processing\u003C\u002Fth>\n\u003Cth align=\"left\">Categories of Personal Data\u003C\u002Fth>\n\u003Cth align=\"left\">Location of Processing\u003C\u002Fth>\n\u003C\u002Ftr>\n\u003C\u002Fthead>\n\u003Ctbody>\u003Ctr>\n\u003Ctd align=\"left\">Amazon Web Services, Inc.\u003C\u002Ftd>\n\u003Ctd align=\"left\">All\u003C\u002Ftd>\n\u003Ctd align=\"left\">Primary cloud infrastructure provider. Hosts all production services; stores and processes end-user personal data.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial account data, transaction history, account balances, investment holdings, identity information, technical metadata (IP addresses, API keys, session data)\u003C\u002Ftd>\n\u003Ctd align=\"left\">Canada United States\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd align=\"left\">Functional Software, Inc. (Sentry)\u003C\u002Ftd>\n\u003Ctd align=\"left\">Investment API\u003C\u002Ftd>\n\u003Ctd align=\"left\">Error tracking and performance monitoring. Processes application logs and exception data to identify and resolve technical issues.\u003C\u002Ftd>\n\u003Ctd align=\"left\">IP addresses, session data, user IDs, error stack traces\u003C\u002Ftd>\n\u003Ctd align=\"left\">United States\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd align=\"left\">Google LLC\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial Overview Platform\u003C\u002Ftd>\n\u003Ctd align=\"left\">Web analytics and usage monitoring. Tracks end-user interactions within the Dashboard to help Wealthica measure and improve product performance.\u003C\u002Ftd>\n\u003Ctd align=\"left\">IP addresses, browser type, geolocation, activity events, behavioral metrics\u003C\u002Ftd>\n\u003Ctd align=\"left\">United States\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd align=\"left\">MaxMind, Inc.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Investment API\u003C\u002Ftd>\n\u003Ctd align=\"left\">IP geolocation service. Used to determine the geographic location of end-user login requests, enabling security features.\u003C\u002Ftd>\n\u003Ctd align=\"left\">IP addresses, geolocation data\u003C\u002Ftd>\n\u003Ctd align=\"left\">United States\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd align=\"left\">Mixpanel International, Inc.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Investment API\u003C\u002Ftd>\n\u003Ctd align=\"left\">Event analytics and performance monitoring. Tracks end-user interactions within the Services (e.g. wallet connections, sync events) to help Wealthica measure and improve product performance.\u003C\u002Ftd>\n\u003Ctd align=\"left\">IP addresses, browser type, geolocation, activity events, behavioral metrics\u003C\u002Ftd>\n\u003Ctd align=\"left\">United States\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd align=\"left\">MongoDB, Inc. (Atlas)\u003C\u002Ftd>\n\u003Ctd align=\"left\">Investment API\u003C\u002Ftd>\n\u003Ctd align=\"left\">Database-as-a-service. Stores all application data including end-user financial account and transaction records.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial account data, transaction history, account balances, investment holdings, email addresses, IP addresses\u003C\u002Ftd>\n\u003Ctd align=\"left\">Canada\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd align=\"left\">OneSignal Inc.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial Overview Platform\u003C\u002Ftd>\n\u003Ctd align=\"left\">User communication platform. Receives end-user data from Wealthica to deliver product and marketing communications.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Email addresses, user identifiers, behavioral data\u003C\u002Ftd>\n\u003Ctd align=\"left\">United States\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd align=\"left\">OVH SAS\u003C\u002Ftd>\n\u003Ctd align=\"left\">Investment API\u003C\u002Ftd>\n\u003Ctd align=\"left\">Infrastructure provider hosting self-managed observability tooling for application monitoring, logging, and performance tracing.\u003C\u002Ftd>\n\u003Ctd align=\"left\">IP addresses, session data, API request metadata, error logs\u003C\u002Ftd>\n\u003Ctd align=\"left\">Canada\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd align=\"left\">Plaid Inc.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial Overview Platform\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial data aggregation provider. Connects to end-users' financial institutions to retrieve account and transaction data.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial account data, transaction history\u003C\u002Ftd>\n\u003Ctd align=\"left\">United States\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd align=\"left\">Pusher Ltd.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial Overview Platform\u003C\u002Ftd>\n\u003Ctd align=\"left\">Real-time messaging infrastructure. Delivers live sync status updates to end-users' browsers via WebSocket connections.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Session data, connection metadata\u003C\u002Ftd>\n\u003Ctd align=\"left\">United States, European Union\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd align=\"left\">Twilio Inc. (SendGrid)\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial Overview Platform\u003C\u002Ftd>\n\u003Ctd align=\"left\">Transactional email delivery. Sends account-related and service notifications to end-users on behalf of Wealthica.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Email addresses, name, email content metadata\u003C\u002Ftd>\n\u003Ctd align=\"left\">United States\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd align=\"left\">Yodlee, Inc.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial Overview Platform\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial data aggregation provider. Connects to end-users' financial institutions to retrieve account and transaction data.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Financial account data, transaction history\u003C\u002Ftd>\n\u003Ctd align=\"left\">United States\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003C\u002Ftbody>\u003C\u002Ftable>\u003C\u002Fdiv>\n\u003Ch2>Affiliated Entity Sub-processors\u003C\u002Fh2>\n\u003Cp>The following affiliated entities may also act as sub-processors to the extent that they access or process end-user personal data when providing technical and operational support to Wealthica Financial Technology Inc.\u003C\u002Fp>\n\u003Cdiv class=\"table-wrap\">\u003Ctable>\n\u003Cthead>\n\u003Ctr>\n\u003Cth align=\"left\">Entity\u003C\u002Fth>\n\u003Cth align=\"left\">Location\u003C\u002Fth>\n\u003C\u002Ftr>\n\u003C\u002Fthead>\n\u003Ctbody>\u003Ctr>\n\u003Ctd align=\"left\">Vezgo Inc.\u003C\u002Ftd>\n\u003Ctd align=\"left\">Canada (Ontario)\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003C\u002Ftbody>\u003C\u002Ftable>\u003C\u002Fdiv>\n\u003Cp>For questions about this list or our data processing practices, contact us at \u003Ca href=\"mailto:privacy@wealthica.com\">privacy@wealthica.com\u003C\u002Fa>.\u003C\u002Fp>\n",1784065219084]