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Wealthsimple Inc. SWOT and PESTLE Analysis

ID : 521027353| Feb 2023| 19 pages

COMPANY PROFILE -Wealthsimple Inc.

Business Sector :Financial Services

Operating Geography :Canada, North America, Global

About Wealthsimple Inc. :

Wealthsimple Inc. is a millennial-focused online financial management business headquartered in Toronto, Canada. Katchen created a spreadsheet with ideas to help his colleagues set up investment portfolios in 2012, the spreadsheet's popularity aided in the development of Wealthsimple and he returned to Toronto in 2014 to launch his business. Wealthsimple is a Robo-advisor that also offers live adviser support. Each client is assigned an investment advisor who assists them in selecting investments that are appropriate for their long-term objectives and risk tolerance. The firm does not have a physical location; instead, advisors can be reached by phone, text message, email, or video chat. No account minimum is required, and there is no transaction fee. An annual fee of 0.4 per cent to 0.5 per cent is payable, depending on the size of the account. Wealthsimple currently has a crypto platform that allows users to exchange cryptocurrencies (BTC and ETH). The same web portal is used for this service as it is for the Trade service. This service, like Trade, has no fees. Wealthsimple Trade announced on July 8, 2021, that fractional shares would be accessible online.
Wealthsimple Inc.'s Unique Selling Point or USP is that it is creating the world's most human financial company with powerful financial tools to assist clients to grow and manage their money. The mission statement of Wealthsimple reads, "Our mission is to help everyone achieve financial freedom, no matter who they are or how much they have. We're reimagining what it means to manage your money by making simple, smart and affordable financial products for everyone".

Wealthsimple Inc. Revenue :


$77 million - FY20 (estimated)
Company is privately held.

Competitive Analysis of Wealthsimple Inc.

SWOT
PESTLE
The SWOT analysis for Wealthsimple Inc. is presented below in a matrix followed by the detailed analysis report:
StrengthsWeaknesses
1. High finance raising capability
2. One of the fastest growing technology-based investment firm
3. Unique strategy of slow wealth growth
4. Convenient global investment capability to customers
1. Minimal presence outside few countries
2. Lack of complicated products like option trading
OpportunitiesThreats
1. High growth possibility in platform users due to pandemic
2. Growing tendency of avoiding advisors
3. Accelerated addition of subscribers due to recent retail trading popularity
4. Bitcoin rally can help the new Crypto platform
1. High competition to operations in USA
2. Cybersecurity threat to the investment data
3. Investors breaking regulations with use of retail trading platforms
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Detailed SWOT Analysis of Wealthsimple Inc.

Strength

1. High finance raising capability: In a short span of six years from launch, Wealthsimple accomplished the unicorn status in 2020. Wealthsimple was able to raise CAD 114 million from investment round by TCV, Greylock, Meritech, Two Sigma Ventures and Allianz X. The Canadian online investment management service had previously raised 100 million from Allianz X and Power Financial in 2019. IT is also aligned to raise fresh funds that could increase its valuation to $3.5 billion. These investments have helped in improving the trading platforms. They have also helped Wealthsimple to expand beyond current geographies. The Canadian conglomerate was able to launch new platforms such as Wealthsimple Crypto. As Wealthsimple has a completely novel business model, it is important for it to raise the capital necessary to reach out to the masses via various product offerings.

The remaining section under "Strength" is available only in the 'Complete Report' on purchase.

Weakness

This section is available only in the 'Complete Report' on purchase.

Opportunity

1. High growth possibility in platform users due to pandemic: Wealthsimple already saw an increase in new investors by 24% during the mid-March of 2020 at the onset of the pandemic. This was partly due to the investors replacing their existing investment advisors and mutual funds for a low commission robo-advisor. Most of the newly added investors are in the age range of 20-40. The average age of current investors at Wealthsimple is just 34 years. Another strong reason that attracted investments was because investors saw a sharp plunge in the markets as an opportunity. This participation may continue post Covid. This presents an opportunity to Wealthsimple to target such demographics and get maximum users onboard. It can tailor its products to the expectations of these investors. For instance, newly added investors will be more interested in the blue-chip stocks and so will need information related to them.

The remaining section under "Opportunity" is available only in the 'Complete Report' on purchase.

Threat

This section is available only in the 'Complete Report' on purchase.

Major Competitors :

  • Robinhood
  • Ellevest
  • Personal Capital
  • Vanguard Personal Advisor
  • Wealthfront
  • WiseBanyan
  • SigFig Wealth Management
  • Schwab Intelligent Portfolios
  • SoFi Wealth

Major Brands :

  • Wealthsimple Invest
  • Wealthsimple Cash
  • Wealthsimple Trade
  • Wealthsimple Tax
  • Wealthsimple Crypto
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References used in Wealthsimple Inc. SWOT & PESTLE Analysis Report

1. Robo Adviser Wealthsimple Hits Unicorn Status With TCV Deal - https://www.bloombergquint.com/business/robo-adviser-wealthsimple-gets-unicorn-status-with-tcv-backing

2. Wealthsimple Invest: Investing on autopilot - https://www.wealthsimple.com/en-ca/product/invest/

3. Who we are | Wealthsimple - https://www.wealthsimple.com/en-ca/about/who-we-are/

4. Brexit: Issues to consider for wealth managers - https://eyfinancialservicesthoughtgallery.ie/wp-content/uploads/2018/03/ey-brexit-issues-to-consider-for-wealth-managers-002.pdf

5. How COVID-19 is luring Canadians into the stock market - https://globalnews.ca/news/7200337/covid-19-investing-stock-market-canada/

The detailed complete set of references are available on request in the 'Complete report' on purchase.

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SWOT & PESTLE.com (2024). Wealthsimple Inc. SWOT and PESTLE Analysis - SWOT & PESTLE.com. [online] Available at: https://www.swotandpestle.com/wealthsimple-inc/ [Accessed 11 Sep, 2024].

In-text: (SWOT & PESTLE.com, 2024)

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Wealthsimple Inc. SWOT and PESTLE analysis has been conducted by Mohit Harishchandra Deshmukh and reviewed by senior analysts from Barakaat Consulting.

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