Wealthica - About the company
Wealthica is a funded company based in Montreal (Canada), founded in 2015 by Simon Boulet and Eric Chouinard. It operates as a Portfolio performance tracking platform. The company has 293 active competitors, including 30 funded and 15 that have exited. Its top competitors include companies like Finary, Codat and Personal Capital.
Company Details
Portfolio performance tracking platform. It offers a platform aggregates automatically with multiple Canadian financial institutions and enables the investors to see all their investments on a single platform. Users can also create groups for tracking family net worth or investment performance. Offers Robo-advisors that help the investors in building investment portfolio strategy.
- Website
- wealthica.com
- Social
Key Metrics
Founded Year
2015
Location
Montreal, Canada
Stage
Funding Raised
Investors
Ranked
17th among 293 active competitors
Employee Count
13 as on May 31, 2026
Investment & Acquisitions
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Wealthica's funding and investors
Wealthica is a funded company. Wealthica has 1 institutional investor.
View details of Wealthica's funding rounds and investors
Wealthica's founders and board of directors
Founder? Claim ProfileThe founders of Wealthica are Simon Boulet and Eric Chouinard. Martin Leclair and Simon Boulet are the CEOs of Wealthica.
Here are the details of Wealthica's key team members:
- Simon Boulet: Co-Founder & CEO of Wealthica.
- Eric Chouinard: Co-Founder of Wealthica.
Wealthica's Board of Directors
Wealthica's board has 2 active members. Marc Lemieux and Simon Lemieux are independent board members.Here is the list of Wealthica's board of directors:
Name | Type | Representing | Status | Duration |
|---|---|---|---|---|
Independent board member | - | Current | 2y 0m | |
opidpyw | Independent board member | - | Current | 1y 7m |
View details of Wealthica's Founder profiles and Board Members
Wealthica's employee count trend
Wealthica has 13 employees as of May 26. Here is Wealthica's employee count trend over the years:
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Wealthica's Competitors and alternates
Top competitors of Wealthica include Finary, Codat and Personal Capital. Here is the list of Top 10 competitors of Wealthica, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Online portfolio tracker and aggregator platform for individuals | $45M | 70/100 | ||
2nd | Codat 2017, London (United Kingdom), Series C | Developer of cloud-based financial analysis and forecasting solutions for small and medium businesses | $172M | 69/100 | |
3rd |  Personal Capital 2009, Redwood City (United States), Acquired | Wealth data aggregation platform for individuals | $271M | 64/100 | |
4th |  Carefull 2019, New York City (United States), Series A | Online platform for expense monitoring platform for individuals | $19.7M | 63/100 | |
5th | Finance company offering pension management solutions | $34.2M | 62/100 | ||
6th | Wealth data aggregation platform | $26.1M | 58/100 | ||
7th |  LiveFlow 2021, Redwood City (United States), Series A | Cloud-based financial automation and accounting data integration platform for businesses | $17.1M | 54/100 | |
8th |  Rutter 2019, San Francisco (United States), Series A | API-based finance and accounting management platform | $28.5M | 54/100 | |
9th | Cryptocurrency portfolio tracking app | - | - | 49/100 | |
10th | Digitization and automation of administrative and accounting processes | $3.51M | 47/100 | ||
17th | Portfolio performance tracking platform | - | 43/100 |
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Wealthica's Investments and acquisitions
Wealthica has acquired Stockchase. Wealthica has not made any investments as of now.Reports related to Wealthica
Here is the latest report on Wealthica's sector:
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