In December 2015, Wealthsimple merged with Canadian ShareOwner Investments Inc, a Canadian order-execution only broker-dealer.
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12 Facts About Wealthsimple
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2.
In March 2016, Wealthsimple began offering clients access to socially responsible investment funds.
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3.
Also that month, Wealthsimple launched Wealthsimple for Advisors, an automated platform for financial advisors.
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4.
On 5 April 2018, the firm launched Wealthsimple Save, a high-interest savings account with a rate that will always be higher than traditional banks.
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5.
On 8 July 2021, Wealthsimple Trade announced that they would launch fractional shares in the platform, starting the next day.
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6.
Wealthsimple Invest is the company's automated investing service, which manages users' investments via a personalized portfolio of low-fee exchange-traded funds.
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7.
On 29 March 2021, Wealthsimple simplified the names of their products and how users see their accounts.
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8.
Wealthsimple Trade is a self-directed investment platform, allowing users to buy and sell various individual stocks and exchange-traded funds on major Canadian and US exchanges.
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Wealthsimple Trade was the first commission-free trading platform in Canada.
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10.
Wealthsimple Crypto is the company's platform for buying and selling several cryptocurrencies, including BTC and ETH.
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11.
Wealthsimple Tax is an all-in-one tax preparation and filing platform.
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12.
In September 2019, Wealthsimple acquired SimpleTax, a Canadian tax software company originally launched in 2012.
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