Wealthica

Montreal, Canada Founded: 2015 • Age: 11 yrs
Portfolio performance is tracked via aggregation from Canadian financial institutions.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 11 Brand Intelligence

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
  • Sectors
    Technology
  • Phone
    Locked
  • Website
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  • Social
    Locked
  • Legal Name Wealthica Financial Technology Inc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
  • 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.

Product name locked
Category locked
Primary

Platform for aggregating and monitoring investment accounts securely

Product name locked
Category locked
Locked

App for tracking expenses, budgets, and net worth on mobile devices

Funding Insights of Wealthica

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Detailed funding history for Wealthica

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

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Investments & Acquisitions by Wealthica

Wealthica has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Stockchase.

Investments
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Investment portfolio details for Wealthica

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Platform for stock trading signals
Locked Locked 2017 Locked
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Complete acquisition details for Wealthica

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  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - Wealthica

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Detailed financials for Wealthica

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Wealthica Comparisons

Wealthica Primary company
Description
Portfolio performance is tracked via aggregation from Canadi...
Location
Montreal, Canada
Founded Year
2015
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Wealthica

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  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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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.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Wealth data for individuals is aggregated and monitored.
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Provides financial technology solutions for data analysis and verification globally.
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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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Pension management solutions are provided for deferred annuities and plans.
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Finance and accounting management is facilitated via an API platform.
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Detailed competitors of Wealthica

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  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Wealthica

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Complete news archive for Wealthica

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Wealthica

Wealthica was founded in 2015.

Wealthica is headquartered in Montreal, Canada. It is registered at Montreal, Quebec, Canada.

Simon Boulet is the current CEO of Wealthica. They have also founded this company.

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.

Wealthica's top competitors include Perfios, Codat and Personal Capital.

Wealthica offers Wealthica Web App and Wealthica Mobile App.

Wealthica has made 1 acquisition, including Stockchase.

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