Wealthica Financial Technology
HQ Address
1100 René-Lévesque Blvd, 25th Floor, Montréal, Québec, CA H3B 4N4, Canada
Website Address
Business introduction
Your financial life in one place, automatically — No more wasted time logging into multiple websites
We simplify your financial life by connecting with your financial institutions to save your balances, holdings and transaction history
Hello from Montréal
We are Wealthica Financial Technology Inc.
Hello, I am Simon Boulet
We started Wealthica to challenge the status-quo of financial institutions and portfolio advisors. With the dream of simple consolidated investment reports, Wealthica was born.
Building and growing iWeb, an Internet infrastructure company, with Martin Leclair for more than 15 years until it was sold is one of my greatest achievement to date.
Eric, former Desjardins Senior Executive and CEO of Finance Montréal, later joined our leadership team and brought extensive experience in the Finance industry.
We firmly believe you have the right to get the true picture of your investment portfolio. We thrive to bring transparency and simplicity in an industry where fees often have priority over returns.
I sincerely hope you’ll love Wealthica as much as we do.
Wealthica empowers customers to make better financial decisions
As an FDATA member, we provide innovative financial apps and services to empower consumers to make better financial decisions, and to take fuller control over their financial lives. In Canada today, banks control the consumer information. They decide when – and if – they will share the consumer data with competing providers. Wealthica advocates for the government and policy makers to implement best practices to promote customer-centric regulations to delivers financial services.
Wealthica Financial Technology Solutions
Wealthica
Personalized for you Get real-time snapshots of all your financial accounts, recent transactions, portfolio holdings and account details in one place. Whether you are a small investor, a wealthy millionaire or a family office, Wealthica effortlessly tells you what is going on with your money. Secure your financial life In addition to being......
business needs
view solutionWealthica for Advisors
From Advisor to Wealth Partner Your clients can share a 360-degree view of all their assets and liabilities. Having access to a client’s entire financial profile – what they have, where it is, how one account relates to another – provides invaluable insight and allows an advisor to leverage that knowledge......
business needs
Wealthica for Developers and Fintech Apps
Build your own Power Ups using Wealthica.js The easiest way to get going is by having a look at the Wealthica.js library which allows you to extend the Wealthica Web App and develop your own features for the Wealthica user base. Extending Wealthica or building custom reports and add-ons using the Wealthica.js......
business needs
Wealthica for Financial Institutions
Drop our whitelabeled module into your app or banking portal We deliver a customized dashboard that fits your brand, focussed on your own brands’ divisions or consolidating hundreds of investment or bank accounts. Your users will be able to connect their accounts and add their assets to build their own 360°......
business needs
Wealthica for the Family Office
Give your family consolidated reporting, effortlessly Effortlessly get a unified online view and consolidated reporting of your wealthy family's net worth. Data is automatically aggregated and updated daily from multiple custodians or investment managers making it easy to review your complete asset allocation including private investments, your own family business and all kinds of......
business needs
view solutionWealthica for your Financial Spreadsheet
Wealthica syncs with Google Sheets or Microsoft Excel. It’s your choice Eliminate data entry and save time with automated updates, each day Once all your banking and investment accounts are connected to Wealthica, you can get a full overview of your financial positions and easily compare the performance across different investment portfolios.......
business needs
Wealthica for your Monthly Budget
The Budget Wizard Wealthica’s Budget Wizard is a free personal finance tool that lets you instantly track your expenses. You can track your monthly income and spendings, categorize these spendings and income transactions, control your budget and set goals for each category. Know how you spend your money to more effectively......
