Wealthsimple

Investment platform

This digital wealth manager provides an automated financial app for individuals to trade stocks, exchange-traded funds and cryptocurrencies while accessing personalised investment portfolios.

Sarwa

This company provides a digital platform for automated investing, stock trading and cash management services to individual retail investors.

OneVest

This company provides a wealth management platform for independent advisors and financial institutions to manage client data, onboarding, and workflows in one digital workspace.

Altruist

This company provides a digital wealth management platform and brokerage services for registered investment advisors to manage client accounts, trading, and reporting.

Wealthyhood

This company develops a mobile application providing commission-free investment tools and financial education for individuals to build long-term stock and ETF portfolios.

Shakepay

This company provides a financial technology platform for Canadian consumers to buy, sell, and earn digital currencies and manage everyday payments.

Facet Wealth

This company provides subscription-based financial planning and investment management services through a digital platform for individual consumers and employees.

Netwealth

This company provides wealth management and financial planning services through an online platform for individual investors managing pensions, ISAs, and general savings.