About Wealthica
Wealthica is a company based in Montreal (Canada) founded in 2015 by Martin Leclair, Eric Chouinard, Eric Lemieux, and Simon Boulet.. Wealthica has completed 1 acquisition, including Stockchase. Wealthica offers products and services including Wealthica Web App and Wealthica Mobile App. Wealthica operates in a competitive market with competitors including Personal Capital, Perfios, Gorila, Codat and Micruity, among others.
- Headquarter Montreal, Canada
- Founders Martin Leclair, Eric Chouinard, Eric Lemieux, Simon Boulet
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Wealthica Financial Technology Inc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of Wealthica
Wealthica offers a comprehensive portfolio of products and services, including Wealthica Web App and Wealthica Mobile App. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for aggregating and monitoring investment accounts securely
App for tracking expenses, budgets, and net worth on mobile devices
Funding Insights of Wealthica
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Wealthica
Wealthica has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Stockchase. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Platform for stock trading signals
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2017 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Wealthica
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealthica Comparisons
Competitors of Wealthica
Wealthica operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Personal Capital, Perfios, Gorila, Codat and Micruity, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Wealth data for individuals is aggregated and monitored.
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| domain | founded_year | HQ Location |
Provides financial technology solutions for data analysis and verification globally.
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| domain | founded_year | HQ Location |
Investment consolidation technology is provided for financial professionals.
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Developer of cloud-based financial analysis and forecasting solutions for small and medium businesses
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| domain | founded_year | HQ Location |
Pension management solutions are provided for deferred annuities and plans.
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| domain | founded_year | HQ Location |
Finance and accounting management is facilitated via an API platform.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Wealthica
Frequently Asked Questions about Wealthica
When was Wealthica founded?
Wealthica was founded in 2015.
Where is Wealthica located?
Wealthica is headquartered in Montreal, Canada. It is registered at Montreal, Quebec, Canada.
Who is the current CEO of Wealthica?
Simon Boulet is the current CEO of Wealthica. They have also founded this company.
What does Wealthica do?
Wealthica was founded in 2015 in Montreal, Canada, as a fintech platform focused on investment tracking. Data from multiple Canadian financial institutions is aggregated automatically, allowing all investments to be viewed in one place. Groups are enabled for monitoring family net worth or collective investment performance. Robo-advisors are provided to support the development of portfolio strategies.
Who are the top competitors of Wealthica?
Wealthica's top competitors include Perfios, Codat and Personal Capital.
What products or services does Wealthica offer?
Wealthica offers Wealthica Web App and Wealthica Mobile App.
How many acquisitions has Wealthica made?
Wealthica has made 1 acquisition, including Stockchase.