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Wealthsimple Inc., based in Toronto, is a digital wealth manager offering automated investing and access to human advisors.
Founded in 2014 and based in Ontario, Canada, Wealthsimple Technologies Inc., also known as Wealthsimple Inc., combines a robo-advisor platform with live advisors for individuals and companies. Its products include Wealthsimple Save, Wealthsimple Trade and a crypto trading platform. Accounts have no minimum balance and no per-transaction charge, with an annual fee of 0.5% to 0.7% based on account size. Michael Katchen is CEO.
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