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Wealthsimple

Recent events

Recent events tied to this brand in public sources.

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  1. 2021

    Betterment acquires Wealthsimple's U.S. investment advisory business

    Betterment acquired Wealthsimple's U.S. book of business. Wealthsimple planned to transfer existing U.S.-based customers to Betterment in the coming months; the deal excludes Wealthsimple's technology, employees, and operations.

  2. 2021

    Betterment announces acquisition of Wealthsimple’s U.S. business

    Betterment announced that it acquired Wealthsimple’s U.S. book of business, including U.S.-based customers and account assets; the deal excludes Wealthsimple’s technology, employees and operations.

  3. 2020

    Wealthsimple launches Cash spending account

    Wealthsimple launched Wealthsimple Cash, a hybrid savings and spending product for Canadians. The account offers a 2.4% non-promotional interest rate and features including no monthly account fees.

  4. 2019

    Wealthsimple acquires SimpleTax

    Wealthsimple announced that it had acquired SimpleTax, a Canadian web-based tax preparation service. The article says the acquisition expands Wealthsimple beyond saving and investing.