Wealthsimple US

"We provide world-class, long-term investment management without the high fees and account minimums associated with traditional investment managers."

Legal Name
Wealthsimple US, Ltd.
Established
September 2014
Current Place
Toronto, Ontario, Canada

About

We invest your money in a globally diversified portfolio of low-cost index funds modeled after the same Nobel Prize-winning research used by the world’s savviest investors. Our cutting-edge technology helps you earn the best possible return on your money, while also lowering your tax bill. This means we do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting—services that most people couldn’t afford until now or found too time-consuming and tedious to do on their own. Our financial advisers are always available when you need them. They can help plan your financial milestones and answer questions you might have about potential risks or what sort of investment accounts you should have.

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