Wealthica
@wealthica
Followers
880
Following
411
Media
182
Statuses
667
Track your #stockportfolio . See All Your #investments and #networth in One Place. Close friend to @stockchase
USA and Canada
Joined July 2015
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🎩Hats off to online brokerages like
@Wealthsimple
,
@Questrade
and
@ibkr
for offering secure
#OpenBanking
connectivity to third-party apps, making it easier for Canadians to manage their money
#Kudos
#Fintech
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#NFTs
now listed as assets on
@wealthica
🥳 Thanks
@GetVezgo
! Detailed metadata and the last price will be available soon. 🤑
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We advocate for open banking so Canadians can be in control of their financial data. Read The Globe and Mail article on the case for
#OpenBanking
.
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Today we’re celebrating 2 billion dollars on Wealthica! We’ve grown another 1 billion in the last 8 months. Thank you for your continued support and confidence in us. Follow our journey to 10 billion on our blog
#portfoliomanagement
#fintech
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“
#OpenBanking
is a global movement that promotes customers’ right to share their financial information with third parties” - Rob Galaski
#fintechMTL
@FinanceMontreal
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💰Stay on top of your
#finances
! Track your
#networth
,
#stocks
and
#crypto
in one place with
#Canada
's top
#portfoliotracker
-
@wealthica
🚀
#investing
#financialfreedom
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Read the latest interview with our CEO,
@simonboulet
, who shares his thoughts about the status of Open Banking in Canada.
#investment
#OpenBanking
Financial aggregation: What’s in it for established
#banks
? (A conversation with Simon Boulet of
@wealthica
) by
@philsiarri
via
@nuadox
#fintech
#OpenBanking
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We're happy to announce support for the new Wealthsimple API! Wealthsimple now allows their clients open access to their data through a secure API to use with apps like ours. Learn more about it here:
#openbanking
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@Wealthica
is testing
#OpenBanking
connectivity to US institutions. Too bad big banks in Canada aren't quite there yet. Time to catch up, folks!
#Fintech
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We're excited to be featured in
@CFObyPostmedia
's top family office solutions. We continue to provide the best platform for advisors and family offices!
#familyofficesoftware
#portfoliomanagement
#fintechCA
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5
🍀
@mint
is going away .... 👑
@wealthica
is a great alternative for Canadians. 🍁 We are working on lots of transaction & budget feature enhancements. Stay tuned.
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Wealthica’s CEO Simon Boulet will be speaking at the “Fintech Series - The Future of Advice” about the rapidly changing financial advisory landscape due to technological and societal factors.
#fintech
#OpenBanking
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Wouldn’t it be great if we had something like Mint but for tracking our investments? We're celebrating 3 years of Wealthica!
#fintech
#investmentmanagement
#OpenBanking
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5
We’ve been hard at work and just added
@EQBank
, IA Investia and
@nestwealth
to the over 30 supported institutions.
#FinTech
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The Wealthica app for iOS and Android is finally available! The perfect companion to the web app, now you can track your net worth on the go anytime. Read more about our application and download it here:
#investmentmanagement
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We're excited to be on the NayaOne Marketplace!
🏦 Still asking clients to fill out a manual form to transfer their
#FinancialAssets
over from a competitor? 🇨🇦
@wealthica
's API allows retrieving clients' details with a simple login to their bank account.
🖱️
#FinancialSector
#Banks
#Fintech
#NayaOne
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We’re really excited about the launch of a public consultation on the merits of open banking. As a Wealthica user, this could mean easier access to third party apps like ours, and greater control over your financial data.
#openbanking
#canadianbanking
0
3
5
Congrats to Fintechs Canada member
@Wealthsimple
on crossing the 3 million customer mark! Co-Founder
@mkatchen
discusses the milestone on Linkedin:
#fintech
#Canada
#FintechsCanada
#membernews
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We'll be pitching at FinTech Start-up Day with our friends
@paymentrails
and
@hardbaconca
. Come meet our cofounders.
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De plus en plus de Canadien et Quebecois choisissent les solutions de la finance axée sur les clients dans leurs vies financières. Apprenez davantage à propos de cette révolution et comment Wealthica en fait partie en lisant notre article dans Les Affaires
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We’re excited to announce the launch of the enhanced cryptocurrency support! With the addition of the 65+ cryptocurrency institutions, we now supports over 200 institutions. Track your investments with Wealthica today!
#cryptocurrency
#btc
#eth
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💥New Dividend Investor Power Up available on Wealthica. Track your dividends like a pro.
#Dividends
#investingtips
#stocks
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@awilkinson
@awilkinson
That's exactly what we do. Integrations with other tools are possible. Already working with multiple Canadian family offices and working on more features targeted at the use case. Will get in touch with you.
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The Canadian financial industry needs more apps like Hardbacon and Wealthica by opening up access by investors to their data securely through third party apps
#fintech
#portfoliomanagement
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We're at the top of Genymoney's Best Apps List ! 👍🔥❤️
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Thanks to
@GetVezgo
you can see all your crypto in one place whether it's Exchanges or Wallets.
@Wealthica
makes it easy for your to manage your funds going out of the centralized exchanges. 🔥
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Congratulations to
@ferstcapital
for being selected as the Judge's Choice! Another great accomplishment for Montreal's fintech scene.
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Thank you,
@LoansCanada
, for the great comprehensive review of Wealthica!
#investmentmanagement
#portfoliotracking
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Want to be your own money manager by leveraging tools like Wealthica? Our CEO,
@simonboulet
, spoke with
@BuildWealthCA
to discuss how we can help you get there. Listen to the podcast now!
#portfoliomanagement
#FintechNews
#InvestmentIdeas
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The Department of Finance Canada has launched a consultation on how best to oversee new Fintech. Read more on it:
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Yesterday's issue with the Dashboard has now been resolved. Sorry for the downtime. This was the result of a database problem and we're making sure this won't happen again!
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Thanks for featuring us! We support 100+ Canadian institutions, and many in the US as well. You can even add hundreds of crypto institutions too.
@RKHomeowner
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Want to make your weekend even more exciting? With Wealthica's
#openbanking
, you can connect all your investment accounts in one place and watch your money grow like a party on a Saturday night. Have a nice weekend! 🎧💸📈
#OpenBanking
#InvestingGoals
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Simon, the CEO of Wealthica, sat down with
@genymoneyca
to discuss what we’ve been working on for V2. Learn more about the behind the scenes of Wealthica and updates coming your way soon!
#fintech
{NEW POST} Wealthica: Q&A With Simon Boulet
With An Update on V.2 of Wealthica
#networthtracking
#investing
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Read
@SavvyCanadians
's in-depth review of our platform! Thanks for the review.
#portfoliomanagement
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We are proud to announce the launch of Wealthica Connect. A way for users to connect their Wealthica data to their favorite Fintech apps.
@wealthscope
@PassivTeam
@MoneyReadyApp
#OpenBanking
#FintechNews
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Introducing Add-ons! Wealthica is opening up its platform to welcome 3rd party developer add-ons. We’re committed to open banking, and it's now easier than ever to take control of your investments.
#fintech
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You can now track your
#Bitcoin
along side your other investments with the new Wealthica update. Try it at
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@genymoneyca
We're working on better ways to filter between banking and investing, it should get better in the next few weeks.
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Did you know Wealthica can help you get a clearer picture of your realized gains and help you with taxes? Read about the enhanced Realized Gains Report and how it automates and utilizes ACB:
#investmentmanagement
#taxseason
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Spend more time with the people that really count, and let us take care of tracking your
#investments
. We hope you have a wonderful holiday season and a wealthy new year!
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New Realized Gains Reports and the Power of Adjusted Cost Base (ACB)
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Enhance your financial oversight with our latest integration! 🤩Now you can seamlessly link your
@Wise
account with
@Wealthica
, enabling a comprehensive 360° dashboard view of your financial data.
#FinancialAggregation
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🙏We all want open banking to become a reality
📣 New paper: did you know, under Open Banking, you are the owner of your own financial data, not the bank? In my paper, I show that open banking and voluntary customer data sharing can lead to an increase in the chance of getting a loan and a reduction in the interest rate.
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We're celebrating one year of Wealthica with a big update, now open to everyone and FREE. Signup now!
#fintech
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Wealthica in the Globe and Mail today as one of the best option for Canadians to track their investment portfolio!
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We've been hard at work this year adding new holdings layout, categorizations and additional institutions. We've just released our newest and greatest: add-ons! Read more about our journey this year:
#OpenBanking
#Fintech
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While we are working on better budget & transactions management features, we posted a guide for everyone to backup their Mint Export Data to Wealthica for free.
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Institution
#23
: Proud to announce support for the 2nd biggest bank in Canada,
@TD
#TDWebBroker
. Add it at now!
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@ClayRaterman
@SidewaysSmith
@HeroDividend
@SteveOnSpeed
In Canada for wealth/investments our API has the best coverage, but you can't get good coverage with a single provider. We use a mix of Yodlee, Plaid & our own Core connectors to get good coverage. Fina looks great. You're not using
@GetVezgo
anymore?
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We’ve had a busy year at Wealthica! Read about our proudest moments, our biggest milestones, and what each of us at Wealthica are thankful for. Happy holidays!
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We’re excited for the release of the report and the sustained momentum behind customer-directed finance. As one of the largest consumer platforms and a member of the FDATA, we believe whole heartedly in enhancing financial access through a customer centric model.
#openfinance
After much delay, Canada's Department of Finance has just released its final report from the Advisory Committee on Open Banking! This is a welcome step toward building a Customer-Directed Finance regime in Canada. Our full statement is available here:
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🚀 Exciting News! 🎉 The long-awaited Transactions Rules feature is finally here! 🛠️ Better late than never, right? Dive into a smoother, smarter way to manage your transactions!
#GameChanger
#mintalternative
#personalbudget
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We have identified a major performance issue with our primary database. A high number of API requests are failing and the Wealthica Dashboard is also severely impacted. Our team is working on this issue and we will post an update in 15 minutes. Thank you for your patience.
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Just added support for Standard Life and
@nationalbank
Private Banking 1859 Add them now at
#SmartInvesting
#Fintech
0
0
3
We sat down with
@Coin_Tracking
to discuss our latest partnership; we’ve created a better tool for Canadians to track their cryptocurrency assets alongside their traditional investments.
#crypto
#portfoliomanagement
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See the impact of fees by comparing fees across institutions and how they affect your returns
#investmentmanagement
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Wealthica’s CEO, Simon Boulet, recently sat down with
@genymoneyca
to answer some burning questions. Read the interview now to learn more about how Wealthica works, and what one financial lesson he hopes to teach his child! 💸
#wealthmanagement
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Unethical 👎
@GetVezgo
's competitor
@HatchfiAPI
bought a bunch of spam links to outrank Vezgo ... and so far it works. They rank
#2
on Google on Vezgo's own brand name search because they use the Vezgo brand name as an anchor to their own domain. Will it backfire?💨
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We’re on the Best Money Management Apps of 2019 list! Thank you
@savvycanadians
@FrugalTrader
@youngandthrifty
@rcarrick
@JonChevreau
#personalfinance
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Views are finally there! Save any set of filters to create views now available on the
@wealthica
dashboard! 🚀
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Institution
#24
: We've just added
@WealthBar
to our supported financial institutions. Add it at now!
#SmartInvesting
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Watch our interview with Wealthica CEO, Simon Boulet and Patrick Kuczynski, COO and co-founder of
@sharealpha
! Hear how their new add-on for Wealthica users can help DIY investors
Wealthica Interviews
@sharealpha
at the 2018 Canada
#Fintech
Forum (Video) by
@philsiarri
via
@wealthica
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We'll make it ours too! 🤣
I think we'll make this our ode to the Weekend...
🔚
It’s the end of the week, my friends, a time to unwind.
🙈
And let the worries of work stay far behind.
😊
Take a moment to pause and reflect with a smile.
📁
On all the achievements and milestones in your file.
#ChatGPT
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We sat down with the founders of
@Stockchase
to hear about their story and how they think it can help you.
#investmentmanagement
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A big congratulations to Aquantix AI for winning
@banquenationale
’s Innovation Competition, in collaboration with
@FintechCadence
and
@FlinksCa
. We’re honored to be named a finalist, along with
@WALO_app
,
@whatifi_io
and Mind the Gap! 🙌
#fintech
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We fixed TD Easyweb (Core), IA and Fidelity. Please try again if you have problems connecting recently.
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Corporation Financière Power créera un fonds appelé Portag3 visé à soutenir la technologie financière
#Fintech
0
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Instant Portfolio Analysis – The Secret to Exceed Your Financial Goals
0
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Let's do it! Always great insights from
@DividendDaddy1
🚀
10 followers away from the big 10,000
Who is going to help me out 🙏🏻
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Check out how users are using our new add-ons to better track their investments! Thank you
@genymoneyca
#portfoliomanagement
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Passiv+Wealthica: Users with Wealthica accounts can now link all of their investments to
@PassivTeam
starting today! Learn how:
#portfoliomanagement
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Exciting news from
@Wealthbar
. They've just announced their new read-only API that makes it even more secure to connect your account. Connect your account to Wealthica today at !
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@wealthica
Best
#investing
Apps in Canada: 🙏🙏Thanks to
@MapleMoneycom
! 🏅Congrats to
@Wealthsimple
,
@Questrade
,
@TD_Canada
,
@bmo
,
@morewithmoka
and
@bitbuy
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Découvrez Wealthica aujourd'hui! Lisez l'article dans la dernière édition sur LaPresse+
#fintech
#startupmtl
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We're thrilled to announce a partnership with BlockSentry, a leading global
#cryptotax
software company. Read our press release!
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We’re excited to announce a new power-up for Wealthica that allows you to seamlessly integrate your crypto tax management with your overall financial portfolio tracking.
Read more on our blog, and install the power-up through the power-up store today!
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@ZainManji
@hardbaconca
had something like that. Lots of PF sites like
@genymoneyca
can probably help.
@stockchase
and
@wealthica
when you are ready for the action. 🤣
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Top Canadian Dividend stocks to own! Track
#dividend
income across all your investment accounts at
#FinancialFreedom
Updated Post! Top 16 Canadian Dividend Growth Stocks for 2016
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Simon Boulet, Founder and CEO at Wealthica sat down with award-winning financial planner and host of
@fintech_impact
,
@JasonPereira
to discuss the platform and
#openbanking
. Listen to the candid interview here:
#fintech
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0
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Wealthica adds support for two of Canada's largest investments firms:
@BMO
Nesbitt Burns and
@RBC
Dominion Securities
#fintech
#personalfinance
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We’re happy to announce that we are about to launch a huge enhancement for the desktop application that we call V2. Learn more about the enhancements and try it now here:
#portfoliomanagement
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Les
#FinTech
forceront une révision des modèles d’affaires et donneront plus d'autonomie pour l'investisseur
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Use the Wealthsimple API to Do More: Wealthsimple and Wealthsimple Trade Enhanced
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