“I use Wealthica to manage 10 accounts from 4 institutions. It brings tremendous value for me to have an holistic view of ALL my investments. I am able to view important transactions like purchases, sales, dividends, and most importantly - fees. Tracking my net worth of $100K+ isn't something I take lightly, that's why I trust Wealthica and confidently use their service several times per week.” ― DIY Investor ($100K+)

“Thanks to Wealthica, I can have a view on the whole family's net worth including my trust, my holding and individual family members. In addition to aggregating the assets I have at financial institutions, I can add my private investments, real estate and other assets. It's a tool every family office should have.” ― High net worth family ($5M+)

“I use Scotiabank and Questrade for most of my investing and have always wanted to have a combined view of all my assets. Historical value of my portfolio and my net worth is the most important feature for me. I love the new transaction notification, it allows me to quickly reinvest dividends paid” ― Self-employed entrepreneur ($25K+)

“As a retiree I want to make sure I'm not withdrawing too much (or too fast) from my investments. I'm also a bit concerned about market volatility and swings. Wealthica allows me to take a quick glance at the big picture of my savings, look at how much I withdrawn from my employer pension plan, with my advisors and from my brokerage, all in a single dashboard.” ― Recently Retired ($1M+)