|
gptkbp:instance_of
|
gptkb:financial_technology
|
|
gptkbp:acquired
|
gptkb:Wealthsimple_Trade
Simple Tax
|
|
gptkbp:acquisition
|
gptkb:Wealthsimple_Trade
gptkb:Wealthsimple_Crypto
Simple Tax
|
|
gptkbp:advertising
|
Digital marketing campaigns
|
|
gptkbp:awards
|
Best Robo-Advisor in Canada
Fintech Company of the Year
Best Investment App
|
|
gptkbp:brand_ambassadors
|
Various influencers
|
|
gptkbp:ceo
|
gptkb:Michael_Katchen
|
|
gptkbp:colors
|
gptkb:Green
gptkb:White
gptkb:Blue
|
|
gptkbp:community_engagement
|
Active on social media
|
|
gptkbp:community_impact
|
Supports local charities
|
|
gptkbp:customer_base
|
over 1 million clients
|
|
gptkbp:customer_support
|
24/7 support
|
|
gptkbp:demographics
|
Millennials and Gen Z
|
|
gptkbp:expansion
|
Into the UK market
Into the US market
|
|
gptkbp:financials
|
Offers educational resources
|
|
gptkbp:founded
|
gptkb:2014
|
|
gptkbp:founded_by
|
gptkb:Michael_Katchen
|
|
gptkbp:founded_in
|
gptkb:2014
|
|
gptkbp:founder
|
gptkb:Michael_Katchen
|
|
gptkbp:funding
|
gptkb:Series_A
gptkb:Series_B
Series D
Series C
Series E
|
|
gptkbp:future_plans
|
Expand product offerings
Enhance technology platform
Increase user base
|
|
gptkbp:has_a_website
|
wealthsimple.com
|
|
gptkbp:has_awards
|
Best Online Brokerage
Best Robo-Advisor in Canada
Fintech Company of the Year
|
|
gptkbp:has_partnerships_with
|
gptkb:Goldman_Sachs
gptkb:Wealthsimple_for_Advisors
gptkb:Black_Rock
various financial institutions
|
|
gptkbp:has_product
|
gptkb:Wealthsimple_Cash
gptkb:Wealthsimple_Invest
gptkb:Wealthsimple_Tax
gptkb:Wealthsimple_Trade
|
|
gptkbp:has_received
|
multiple awards
|
|
gptkbp:has_social_media_presence
|
gptkb:Twitter
gptkb:Instagram
gptkb:Linked_In
gptkb:You_Tube
gptkb:Facebook
|
|
gptkbp:has_website
|
wealthsimple.com
|
|
gptkbp:headquarters
|
gptkb:Toronto,_Canada
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
Wealthsimple
|
|
gptkbp:investment
|
gptkb:Bonds
Stocks
ETFs
No minimum investment
|
|
gptkbp:investment_strategy
|
socially responsible investing
Socially Responsible Investing
tax-loss harvesting
passive investing
Passive Investing
|
|
gptkbp:is_known_for
|
user-friendly interface
low fees
socially responsible investing options
|
|
gptkbp:is_regulated_by
|
gptkb:Canadian_Securities_Administrators
gptkb:Financial_Industry_Regulatory_Authority
gptkb:Investment_Industry_Regulatory_Organization_of_Canada
gptkb:Financial_Industry_Regulatory_Authority_(FINRA)
|
|
gptkbp:media_coverage
|
gptkb:Tech_Crunch
gptkb:Financial_Post
gptkb:Forbes
gptkb:The_Globe_and_Mail
gptkb:Business_Executive
|
|
gptkbp:members
|
over 1.5 million
|
|
gptkbp:mission
|
To make investing accessible to everyone.
|
|
gptkbp:mobile_app
|
Available on i OS and Android
available on i OS and Android
|
|
gptkbp:number_of_employees
|
over 300
|
|
gptkbp:offers
|
financial planning tools
savings accounts
investment management services
tax filing services
|
|
gptkbp:operates_in
|
gptkb:Canada
gptkb:United_Kingdom
gptkb:United_States
|
|
gptkbp:parent_company
|
gptkb:Wealthsimple_Inc.
|
|
gptkbp:partnership
|
gptkb:Goldman_Sachs
gptkb:Wealthsimple_for_Advisors
gptkb:Black_Rock
|
|
gptkbp:provides
|
cryptocurrency trading
robo-advisory services
|
|
gptkbp:raises_funds_for
|
$1.5 billion
|
|
gptkbp:regulatory_body
|
gptkb:Canadian_Securities_Administrators
gptkb:Financial_Industry_Regulatory_Authority
|
|
gptkbp:revenue
|
Low management fees
|
|
gptkbp:security
|
Data encryption
Two-factor authentication
|
|
gptkbp:services
|
gptkb:Investment_Management
Savings Accounts
Cryptocurrency Trading
Tax Filing
|
|
gptkbp:sustainability
|
Invests in sustainable companies
|
|
gptkbp:target_market
|
Individuals and Families
|
|
gptkbp:tax_optimization
|
Tax-loss harvesting
|
|
gptkbp:type
|
gptkb:Consulting_Services
|
|
gptkbp:user_base
|
Over 1.5 million clients
|
|
gptkbp:user_experience
|
User-friendly interface
|
|
gptkbp:user_feedback
|
Highly rated by users
|
|
gptkbp:website
|
www.wealthsimple.com
|
|
gptkbp:bfsParent
|
gptkb:Plaid
|
|
gptkbp:bfsLayer
|
4
|