Wealthsimple

About The Fund

Wealthsimple is a financial services provider that offers a broad array of investment products designed to empower individuals to build long-term wealth. They prioritize simplicity and accessibility in their services, aiming to ensure clients' money works harder for them. Their investment thesis incorporates the use of smart technology to offer low-fee investing and high-interest savings accounts, thus providing their clients with optimized returns. They specialize in funding early-stage companies across a variety of sectors with a keen interest in the software industry, including web marketplaces and SaaS platforms. Wealthsimple offers managed investing with custom portfolios tailored to clients' goals, as well as self-directed investing for those who prefer full control of their trades. Additionally, they provide unique opportunities in private credit and private equity, typically available to industry insiders and the ultra-wealthy. Their platform also includes spending and saving options, such as high-interest chequing accounts, and borrowing services like mortgages. Wealthsimple embraces a client-first approach, evident in their policy of not charging commissions on trades and providing transparency into their investment process. They manage over $50 billion in assets under administration and have cultivated a trust with over 3 million Canadians. Their innovative cost structure ensures that they succeed only when their clients do, offering a compelling investment partnership for those looking to increase their financial well-being. They are committed to financial education through their Wealthsimple magazine and a variety of financial tools and guides, further championing informed investing for everyone.