Comprehensive Library Of Research Reports

Holistic Analysis Customized Solutions Top Quality

Get The Free Sample Complete
SWOT & PESTLE Analysis Report
This report is shared in order to give you an idea of what the complete SWOT & PESTLE analysis report will cover after purchase.
Get this sample report, completely free
DOWNLOAD NOW
In case you want this report emailed straight into your email inbox, kindly share your details below. Please note that you agree to receive email updates from us on our new reports and solutions.
No, Thanks
Get Your Free Summary Copy of the
SWOT & PESTLE Analysis Report
The Summary report contains the SWOT & PESTLE table contents only. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this free summary report
DOWNLOAD REPORT
In case you want this report emailed straight into your email inbox, kindly share your details below. Please note that you agree to receive email updates from us on our new reports and solutions.
No Thanks

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
Sample Complete Report
This is the sample complete report which will give you a glimpse of what your complete report will cover after purchase.
Free Summary Report
This report contains the table contents only. In case you need the complete report please purchase using the buy options displayed.
* By clicking on "Buy Now" you agree to accept our "Terms and Conditions."
SWOT & PESTLE (combined)
Complete Report
USD 21.53
*
  • Debit/Credit card
  • PayPal
Great quality, Affordable pricing.
Safe and secure payments
On purchase the Wealthsimple Inc. SWOT and PESTLE Analysis PDF report will reach you within minutes. At rare times, a slight delay not exceeding 1 hour might be caused.

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
Sample Complete Report
This is the sample complete report which will give you a glimpse of what your complete report will cover after purchase.
Free Summary Report
This report contains the table contents only. In case you need the complete report please purchase using the buy options displayed.
* By clicking on "Buy Now" you agree to accept our "Terms and Conditions."
SWOT & PESTLE (combined)
Complete Report
USD 21.53
*
  • Debit/Credit card
  • PayPal
Great quality, Affordable pricing.
Safe and secure payments
On purchase the Wealthsimple Inc. SWOT and PESTLE Analysis PDF report will reach you within minutes. At rare times, a slight delay not exceeding 1 hour might be caused.
TABLE OF CONTENTS
DELIVERY AND FORMAT
WHY CHOOSE US?

You may also be interested in other analyses of Wealthsimple Inc.:

Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Company Overview Report
This report is shared in order to give you an idea of what the complete Company Overview Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Competitor Analysis Report
This report is shared in order to give you an idea of what the complete Competitor Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Porter's Five Forces Analysis Report
This report is shared in order to give you an idea of what the complete Porter's Five Forces Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
VRIO Analysis Report
This report is shared in order to give you an idea of what the complete VRIO Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Value Chain Analysis Report
This report is shared in order to give you an idea of what the complete Value Chain Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Regulatory Outlook Report
This report is shared in order to give you an idea of what the complete Regulatory Outlook Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Risk Analysis Report
This report is shared in order to give you an idea of what the complete Risk Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Key Performance Indicators (KPI's) Report
This report is shared in order to give you an idea of what the complete Key Performance Indicators (KPI's) Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Environmental, Social, and Governance (ESG) Analysis Report
This report is shared in order to give you an idea of what the complete Environmental, Social, and Governance (ESG) Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
M&A Analysis Report
This report is shared in order to give you an idea of what the complete M&A Report and Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Subsidiaries, Partnerships and Collaborations Report
This report is shared in order to give you an idea of what the complete Subsidiaries, Partnerships and Collaborations Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Stakeholder Analysis Report
This report is shared in order to give you an idea of what the complete Stakeholder Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Technology Landscape and Outlook Report
This report is shared in order to give you an idea of what the complete Technology Landscape and Outlook Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Covid-19 Impact Analysis Report
This report is shared in order to give you an idea of what the complete Covid-19 Impact Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Key News and Events Report
This report is shared in order to give you an idea of what the complete Key News and Events Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
BCG Analysis Report
This report is shared in order to give you an idea of what the complete BCG Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Digital Marketing and Social Media Strategy Analysis Report
This report is shared in order to give you an idea of what the complete Digital Marketing and Social Media Strategy Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Segmentation, Targeting and Positioning (STP) Analysis Report
This report is shared in order to give you an idea of what the complete Segmentation, Targeting and Positioning (STP) Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Request for Quotation
Wealthsimple Inc.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.
Get The Free Sample
Ansoff Matrix Analysis Report
This report is shared in order to give you an idea of what the complete Ansoff Matrix Analysis Report will cover after purchase. We invest deep in order to bring you insightful research which can add tangible value to your business or academic goals, at such affordable pricing.
Get this report delivered straight into your email inbox for free. You also agree to receive email updates from us on our new reports and solutions.
No Thanks
We do not share your information with anyone. However, we may send you emails on our new reports and solutions.

Check Out Analysis of Other Relevant Companies

Moelis & Company
Worldline SA
Robinhood Markets Inc.
Upstart Holdings
Evercore Inc.
AMTD International Inc.
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.

How to Reference This Page?

You can use the following in your reference section in order to give credit to the source. For different referencing styles and detailed guidelines, please click here.

Wealthsimple Inc. SWOT and PESTLE Analysis - SWOT & PESTLE.COM

SWOT & PESTLE.com (2024). Wealthsimple Inc. SWOT and PESTLE Analysis - SWOT & PESTLE.com. [online] Available at: https://www.swotandpestle.com/wealthsimple-inc/ [Accessed 28 Apr, 2024].

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

Copyrights and Disclaimer

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

Copyright of Wealthsimple Inc. SWOT and PESTLE Analysis is the property of Barakaat Consulting. Please refer to the Terms and Conditions and Disclaimer for usage guidelines.

Wealthsimple Inc. SWOT and PESTLE Analysis
Price : USD 21.53
TESTIMONIALS
ORDER A CUSTOM REPORT

Are you looking for a report which is not covered on our website?

Do you want us to design a market survey or write a market research report as per your specific requirements?

Proceed

ADVERTISE WITH US

Reach thousands of academicians and corporates across the globe. With high ASD, your ad post will be displayed across all our 2500+ pages.
Grow your business with effective advertisement!

Proceed

Home About Us Contact Us Login  /  SignUp Privacy Policy Terms and Conditions Disclaimer FAQs Sitemap GO TO TOP
Copyright © 2024. All Rights Reserved by Barakaat Consulting.
➤
Open chat
1
Hello
How can I Help You?