Wealthica

Financial Software · Canada · 11-50 Employees

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Overview

Headquarters

1100 René-lévesque Blvd West 25th Florid...

Phone Number

(514) 312-3229

Revenue

$5.5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
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ZI Rank
2
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1
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About Wealthica

Wealthica is a financial technology company that provides a comprehensive platform for investors to track their net worth and manage all their investments in one dashboard. The service is designed for a diverse clientele, including individual investors, financial advisors, family offices, and institutional partners, offering tools for budgeting, reporting, and portfolio analysis. With support for over 20,000 financial institutions and a user-friendly mobile app, Wealthica simplifies financial management and enhances investment tracking. The company emphasizes transparency, security, and automation, making it a valuable resource for anyone looking to streamline their financial life.Explore more
Wealthica's Social MediaPopular SearchesWealthicaWealthica Financial Technology IncSIC Code 73,737NAICS Code 51,513Show more

Wealthica Org Chart

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Billy Kawasaki, Chief Operating Officer at Wealthica
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Chief Operating Officer

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JL
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Chief Information Officer

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NG
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Head of Customer Support

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthica

$5.5M
11-50
Private
-
2002
Billy Kawasaki, Chief Operating Officer at Wealthica
Billy KawasakiChief Operating Officer
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
<$5M
11-50
Private
-
1991
ZL
Zhanhua LiaoAssistant Branch Manager
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
1-10
Private
-
2007
KU
Krystian UrbanskiSenior Vice President, APM
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Wealthica is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Wealthica is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Wealthica.

Wealthica Tech Stack

A closer look at the technologies used by Wealthica

Wealthica News & Media

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Frequently Asked Questions Regarding Wealthica

What is Wealthica's official website?
Wealthica's official website is www.wealthica.com
What is Wealthica's Revenue?
Wealthica's revenue is $5.5 Million
What is Wealthica's SIC code?
Wealthica's SIC: 73,737
What is Wealthica's NAICS code?
Wealthica's NAICS: 51,513
How many employees does Wealthica have?
Wealthica has 11-50 employees
What industry does Wealthica belong to?
Wealthica is in the industry of: Financial Software, Software
What is Wealthica competition?
Wealthica top competitors include: GF Securities, Bridgeport Asset Management, Investment Planning Counsel, De Thomas Wealth Management
What companies has Wealthica acquired?
Wealthica has acquired the companies: Stockchase
What technology does Wealthica use?
Some of the popular technologies that Wealthica uses are: DNSimple, Eploy, Engage ATS, YouTube
How do I contact Wealthica?
Wealthica contact info: Phone number: (514) 312-3229 Website: www.wealthica.com
What does Wealthica do?

Wealthica is a financial technology company that provides a comprehensive platform for investors to track their net worth and manage all their investments in one dashboard. The service is designed for a diverse clientele, including individual investors, financial advisors, family offices, and institutional partners, offering tools for budgeting, re... porting, and portfolio analysis. With support for over 20,000 financial institutions and a user-friendly mobile app, Wealthica simplifies financial management and enhances investment tracking. The company emphasizes transparency, security, and automation, making it a valuable resource for anyone looking to streamline their financial life.Read More

What are Wealthica social media links?
Wealthica Linkedin page Wealthica Twitter page Wealthica Facebook page
Is Wealthica a public company?
Wealthica is private company therefore does not currently have an official ticker symbol
See more information about Wealthica

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