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Keyword: Robo-advisors

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Wealthsimple raising $750 million in latest financing deal, valuation hits $5 billion

The new capital comes from leading venture funds and celebrities including Drake and Michael J. Fox

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BMO’s adviceDirect launches premium service

New advice channel caters to high net-worth clients

  • By: IE Staff
  • March 9, 2021 March 9, 2021
  • 11:25
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Wealthsimple sells U.S. biz to Betterment

All accounts will be transferred by June 2021

  • By: IE Staff
  • March 4, 2021 March 4, 2021
  • 14:29
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Tea and Chris Nicola to depart CI Direct Investing

Couple founded robo-advisor WealthBar in 2014

Wealthsimple raises $114 million in financing round

Canadian fintech reaches "unicorn" status with a valuation of $1.4 billion

  • By: IE Staff
  • October 14, 2020 October 14, 2020
  • 09:51

What crisis? Robos survive the market sell-off

Robo assets under administration increased this year, and B2B demand is growing

  • By: Fiona Collie
  • September 21, 2020 September 17, 2020
  • 00:13

Nest Wealth Pro offers Forstrong portfolios

Forstrong manages global ETF portfolios

  • By: IE Staff
  • July 20, 2020 July 20, 2020
  • 10:49
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Wealthsimple to launch crypto trading platform

Users of Wealthsimple Crypto will be able to trade Bitcoin and Ethereum

  • By: IE Staff
  • July 14, 2020 July 14, 2020
  • 11:28

Nest Wealth and National Bank expand partnership

The fintech and bank have announced a multi-million dollar investment and commercial deal

Casual person using tablet to analyse financial dashboard

Great-West acquisition gets thumbs up from Moody’s

Stronger digital capability an asset post-pandemic, rating agency says