Search Results for: Wealthsimple

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
Rise People Partners With Wealthsimple to Simplify Tax Season for Canadians
Digital News

Rise People Partners With Wealthsimple to Simplify Tax Season for Canadians

Fintech News Desk
by Fintech News Desk0
Rise People Inc., Canada’s people management platform, announced a partnership with Wealthsimple, to help Canadian employees navigate the upcoming tax season. The partnership will make it easier for thousands of Canadians who receive their T4s through Rise’s digital payroll system to prepare and submit their return. Canadian businesses that use......
Canadian InvesTech Firm Wealthsimple Raises $750 Million
Digital Payments Fintech Primers

Canadian InvesTech Firm Wealthsimple Raises $750 Million

Sudipto Ghosh
by Sudipto Ghosh0
Meet Wealthsimple, a fintech company backed by Drake and a dozen other investors. What started as a four-person company has announced its latest funding round with the vision to become Canada’s most valuable financial technology company. Read Also: Fintech Primer: What is Contactless Payment? Wealthsimple’s CEO announced his company’s $750 million......
Betterment Acquires Wealthsimple's US Investment Advisory Book of Business
Finance Fintech Investments News

Betterment Acquires Wealthsimple’s US Investment Advisory Book of Business

Fintech News Desk
by Fintech News Desk0
Through this strategic acquisition, Betterment grows their customer base and continues to accelerate growth Betterment, a leading online financial services company, announced that it has acquired Wealthsimple’s U.S. book of business. In the coming months, Wealthsimple will transfer all of their existing U.S.-based customers to Betterment, and will no longer support......
Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Business Fintech News

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors

Fintech News Desk
by Fintech News Desk0
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
OKX Wallet Launches Cryptopedia, a Web3 Learn-to-Earn and Airdrop Platform; Partners with Radiant and Marinade
Lending News

OKX Wallet Launches Cryptopedia, a Web3 Learn-to-Earn and Airdrop Platform; Partners with Radiant and Marinade

GlobeNewswire
by GlobeNewswire0
OKX Wallet is proud to announce the launch of Cryptopedia, a Web3 learn-to-earn and airdrop platform. With this new addition, users can perform tasks on-chain to learn about and earn NFTs, as well as unlock the potential to earn additional airdrops. Cryptopedia aims to make it easier for users to identify......
Juniper Research: Mobile Money Transactions to Exceed $2 Trillion in Emerging Markets for the First Time by 2027
Analytics Digital Payments News

Juniper Research: Mobile Money Transactions to Exceed $2 Trillion in Emerging Markets for the First Time by 2027

Business Wire
by Business Wire0
A new study from Juniper Research, the foremost experts in the payments market, found that the total value of mobile money transactions in emerging markets will reach $2 trillion by 2027, an increase of over $500 billion from 2023. “Vendors must implement sophisticated MFS in an effective way, or they will......
GOBankingRates Offers Unique Opportunity for Regional Banks To Grow and Diversify Deposit Accounts
Banking News

GOBankingRates Offers Unique Opportunity for Regional Banks To Grow and Diversify Deposit Accounts

PR Newswire
by PR Newswire0
In this current banking landscape, customers are looking for new institutions they can trust – GOBankingRates can serve as the bridge that connects you to them Regional and community banks across the US are currently facing a number of challenges. Following the recent bank failures, these institutions are concerned about......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
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