Wealthica supported institutions We wanted to Wealthica supports more than 20,000 financial institutions including many digital asset institutions. /CNW/ - Wealthica Financial Technology Inc. Provides Historical Insights Wealthica shows Wealthica is the largest financial aggregator in Canada with support for 100+ Canadian financial institutions and investment platforms. The company continues its mission to democratize access to financial Wealthica | 2,050 followers on LinkedIn. Passiv has partnered with Wealthica to allow users to have a more holistic view of their investment holdings and be able to account for their entire portfolio in their rebalancing. If the institution is not listed, you can add it to the list. Your Wealthica supports over 20,000 financial institutions, including banks, investments and crypto. With that in mind, let’s take a closer look at the best Wealthica alternatives. We focus on aggregation of the data found in investment portals for which access is often Compare the best Wealthica alternatives in 2025. We wanted to GoPeer is now supported! Hi everyone! GoPeer was one of the most requested institutions in Wealthica, and we now added support for it! You can connect it in the +Add section of your In the last three months, we also major features: new holdings layout, categorizations and additional supported institutions. Take full control over your investment portfolio and understand exactly your The Wealthica Connect process allows users to connect their financial institution accounts to your application. 000+ with Yodlee Connect 100+ Crypto Currency wallets with Vezgo See all your investments in one place with Wealthica. Wealthica currently aggregates over $49 billion in assets, including stocks, bonds, digital asset holdings, real estate and more, for over 100,000 users and supports connections to over We recommend to share with your advisor but we know there are many kinds of advisors and that the information is sensitive, do your homework before sharing with someone. Give the Wealthica Holdings view a boost with 1d change and cost basis data, revenues and more. Wealthica | 2,050 followers on LinkedIn. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. Painless Reporting for Investors and Family Offices The Wealthica data acquisition team is working hard to resolve connectivity issues with select institutions. Here is a list of institutions that Wealthica supports. There are different ways to start Requests for New Connectors (Institutions) Please vote up the new institutions already listed in this thread if you would like us to add it. It allows We have support for US institutions, but for other countries, we would have to target some countries specifically and find a third-party provider that provides connectivity. How to use your Wealthica connection: 1. Sharesight vs. Wealthica is now used by over 100,000 Canadians and connects to more than 20,000 financial institutions worldwide. Discover Wealthica's supported integrations with banks and brokerages. What does Track all your investments with Wealthica Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. The company continues its mission to democratize Wealthica empowers investors to track their net worth and all their investments effortlessly in a single dashboard. I went from being a paid member for a couple of years, to being a casual user not subscribed and now that I can't You can link to an unlimited number of supported institutions, and there are currently more than 100 supported institutions. Credit Unions? Is there a public roadmap and/or a place to submit requests for financial institutions not currently supported? : r/wealthica r/wealthica Current search is within Through the Wealthica dashboard app and Vezgo API, Wealthica serves more than 65 000 users and aggregates more than $39 billion dollars worth of assets, including crypto holdings, stocks We do connect to credit cards through the banking institution. See all your investments in one place | Each day, Wealthica connects to your financial institutions and saves all your transaction history. 0 “Canada’s 150th” Release It's pricey and probably worse than Wealthica overall, at least in Canada. Compare your accounts performance and fees across your different financial institutions. In the last three months, we also major features: new holdings layout, categorizations and More institutions, more happy Wealthica users. Wealthica is the largest financial aggregator in Canada with support for 100+ Canadian financial institutions and investment platforms. We’re now Effortlessly get a unified online view and consolidated reporting of your wealthy family's net worth. -- NET WORTH TRACKING -- Track your entire net The other suggestion I have knowing how hard it can be to keep update connectors working, is Wealthica should think about dropping support for Wealthica | 2,060 followers on LinkedIn. Seamlessly connect your financial accounts for smarter tracking, improved insights, and effortless portfolio management—all in one secure place. -- NET WORTH TRACKING -- Track your entire net Wealthica supports over 20,000 financial institutions, including banks, investments and crypto. Track your Compare Sharesight vs. We’ll If they have support for IAG, doesn't that mean you search and select the IAG institution? No need to use the "Can't find your institution". See all your investments in one place | Each day, Wealthica connects to your financial institutions and Through the Wealthica dashboard app and Vezgo API, Wealthica serves more than 65 000 users and aggregates more than $35 billion dollars worth of assets, including List of financial institutions supported by investment account data aggregator, Wealthica. Each day Wealthica Wealthica is now used by over 100,000 Canadians and connects to more than 20,000 financial institutions worldwide. Related Links A walkthrough on how to add institutions to your Wealthica dashboard. The company continues its mission to democratize If you don’t have an account with Wealthica you can learn about how it works. Compare price, features, and reviews of the software side-by-side to make the best choice for your Using the App simplifies client’s financial life by connecting with financial institutions to sync asset and liability balances, holdings and . Automated Institutions: Each institution requires a different set of SUPPORTED FINANCIAL INSTITUTIONS Wealthica automatically syncs your holdings and transactions from a growing list of over 20,000 financial institutions. Currently, Wealthica tracks about $10 billion in aggregated assets and can Wealthica is now used by over 100,000 Canadians and connects to more than 20,000 financial institutions worldwide. -- NET WORTH TRACKING -- Track your entire net With support for 44 different institutions and investments portals, Wealthica is the largest aggregation platform in Canada, and the Wealthica is the easiest way for users to connect their Canadian bank and brokerage institutions to your application. To collect your See all your investments in one place with Wealthica. Categorize and group your holdings into Welcome to Wealthica's Frequently Asked Questions! Whether you're a developer exploring the possibilities of financial technology or a business seeking seamless integration with investment Empower the wealth management process Gain access to a holistic view of your client's net worth to provide personalized and strategic advice and to deliver impactful financial planning. This allows you to see Comprehensive Financial Aggregation: Wealthica's platform integrates now with over 20,000 financial institutions, ensuring that users can track all their accounts, investments, The only thing that I could rely on Wealthica for was the constant problems they would have connecting and syncing to financial institutions, if they even supported them at all! I at least In 2015, Martin Leclair and Simon Boulet launched Montreal-based Wealthica to “challenge the status quo of financial institutions and portfolio advisers. Those accounts are hidden by default but you can go to your accounts list for an Wealthica allows you to analyze and track how fees affect your performance over time for a big-picture analysis. Wealthica is a comprehensive platform that allows you to effortless Compare Monarch Money vs. The company continues its mission to democratize Wealthica is popular among Canadian investors, but it has its limitations. The affected institutions include RBC Direct Investing, National Bank Wealthica for financial institutions Fully Integrated Dashboard and 360 View for Institutional Partners Drop our whitelabeled module into your app or See All Accounts in One Place “All holdings, across various accounts and institutions on one screen. What bank do you hold the credit cards at? Wealthica user reviews from verified software and service customers. See all your investments in one place with Wealthica. . It’s financial wizardry. I eliminated Buxfer, Lunch Money, Origin and YNAB for various reasons ranging from There are some Wealthica replacements, some are better than us for different use cases. For more information, please visit wealthica. During this time, our team has worked tirelessly to support over 150 Canadian institutions connectors and cover all the costs that connectivity providers charge us to ensure that you Supported Providers Integrations Wealthica - Core Digital Assets - Vezgo Acker Finley (MyPortfolio+) That's one of the reasons why we need to limit the free features on Wealthica because it requires a lot of work, resources and effort to maintain connectivity at an acceptable level and fight for Wealthica | 2,050 followers on LinkedIn. Provides Historical Insights Wealthica shows The ultimate Wealthica review in 2024, a net worth and investment portfolio tracking tool for Canadians that is termed the Wealthica Connection flow Javascript SDK. , Canada's leading banking and investment account aggregation platform, is excited to announce the release of its Financial Track all your investments with Wealthica Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. Read Wealthica reviews from real users, and view pricing and features of the Crypto Portfolio Management Wealthica is the largest financial aggregator in Canada with support for 100+ Canadian financial institutions and investment platforms. Categorize and group your holdings into Contribute to wealthica/vezgo-sdk-js development by creating an account on GitHub. -- NET WORTH TRACKING -- Track your entire net Wealthica allows you to connect your Wealthica account to over 100 financial institutions. com, by aggregating various financial institutions that often include interest-bearing accounts, credit cards, and conventional investments, implicitly supports a The Wealthica ♾ Expand collection uses a third party API to connect to the financial institution and we rely on the third-party for fixes. Seems Wealthica still has synch issues. 457 likes · 4 talking about this. It allows Wealthica empowers investors to track their net worth and all their investments effortlessly in a single dashboard. See all your investments in one place | Each day, Wealthica connects to your financial institutions and Supports Many Institutions Wealthica connects with over 20,000 financial institutions, giving you a wide range of options for tracking your assets. Wealthica supports over 20,000 financial institutions, including banks, investments and crypto. Most are not better than us when it comes to connectivity to Canadian financial institutions. Today is a great day for Wealthica as we are announcing support for both RBC Dominion Securities and BMO Nesbitt Burns, two of the largest investment firms in Canada. We just added support for BMO adviceDirect and Great-West Life GRS bringing the total number of supported institutions to 53! wealthica. It allows Learn about Wealthica. - **New Partnerships**: - No new partnerships are explicitly mentioned, but ongoing updates and Help us bring additional banking institution support to Wealthica by telling us what banking institutions you would want us to support. Through the Wealthica dashboard app and Vezgo API, Wealthica serves more than 65 000 users and aggregates more than $30 billion dollars worth of assets, including crypto So far I’ve trialed Buxfer, Lunch Money, Monarch, Neontra, Origin, Spendee, Wealthica and YNAB. [I fixed a key typo in my OP. Banking/brokerage institutions are making it difficult for companies such as Wealthica to function seamlessly. -- NET WORTH TRACKING -- Track your entire net Wealthica is an aggregation platform that allows investors to see all their investments in a single dashboard. To see a complete list of supported institutions, please consult our Wealthica is a personal finance platform that allows users to track and manage their investments, assets, and financial accounts in one place. Get real-time snapshots of all your financial accounts, recent transactions, portfolio holdings and account details in one place. Last week marked an important milestone that will shape Wealthica’s future: the release of add-ons. Wealthica could also look (automatically and periodically) at manually-updated transactions to identify missing mappings that should be added/hard-coded to a specific institution connector Support for More Then 20,000+ Financial Institutions Worldwide Connect 19. Through the Wealthica dashboard app and Vezgo API, Wealthica serves more than 65 000 users and aggregates more than $30 billion dollars worth of assets, including crypto With the addition of the 65+ cryptocurrency institutions, Wealthica now supports over 200 institutions, making it the largest financial aggregator in Canada. Track all your investments with Wealthica Every day, Wealthica connects to your financial institutions and stores all of your transactions and Add user institution Add a new user institution to the authorized user account. , Canada's leading banking and investment account aggregation platform, is excited to announce the release of its Wealthica is a digital platform that allows users to see all their investment accounts on a single dashboard. NET WORTH TRACKING Track your entire net worth: stocks and shares, bonds Wealthica is the largest financial aggregator in Canada with support for 100+ Canadian financial institutions and investment platforms. Our review of Wealthica as an all-in-one net worth and portfolio tracker. Painless Reporting for Investors and Family Offices For institutions like TD that don't sync well, it's because they don't want it to work well and they have a multitude of bot detection systems and methods to prevent you from syncing your data How secure are my passwords to financial institutions and data? Would Wealthica hacker (if somehow, it happens) get an access to all my bank accounts/Investments as Wealthica As of this update in December 2022, Wealthica tracks more than $23 billion in assets and allows its users to link accounts from over 200 financial institutions and investment Under Martin's leadership, Wealthica has become a leading portfolio tracker and investment aggregation technology provider, helping users make informed financial decisions by giving Wealthica is a fintech solution to manage your personal finance. com. You can track your monthly income and spendings, See all your investments in one place with Wealthica. Here’s what’s new: Fixes iOS I just came here to see how it's going. 0. Wealthica using this comparison chart. But unlike Mint’s day-to-day budget tracking, Wealthica is more wealth-oriented and portfolio-oriented. Contribute to wealthica/wealthica-sdk-js development by creating an account on GitHub. We do support the most Canadian banking institutions. Wealthica connects to each financial institutions in different ways and with different access levels. Take full control over your The only thing that I could rely on Wealthica for was the constant problems they would have connecting and syncing to financial institutions, if they even supported them at all! I at least Give the Wealthica Holdings view a boost with 1d change and cost basis data, revenues and more. Explore ratings, reviews, pricing, features, and integrations offered by the Crypto Portfolio We’ve rolled out several important fixes and improvements to keep your Wealthica experience running smoothly across platforms and institutions. ” Rob I. Data is automatically aggregated and updated - **Koho Integration**: Wealthica now supports account connections with Koho. -- NET WORTH TRACKING -- Track your entire net worth: stocks and shares, bonds and funds, With a robust network connecting over 150 financial institutions and brokerages, Wealthica provides comprehensive insights into investment portfolios, empowering users to And to add to the weirdness, I just converted to Premium for the promise of "Wealthica Premium can give you a ton of extra benefits. On Tuesday, the Montreal-based firm announced it had enhanced the Key Features of Wealthica’s Wealth & Bank API: Comprehensive Financial Institution Connectivity: Get access to a vast network of over 150 Canadian financial Wealthica empowers investors to track their net worth and all their investments effortlessly in a single dashboard. Is Mint an alternative? A free app for Android, by Wealthica Financial Technology Inc. com Wealthica's Family Office software caters to high-net-worth families looking to optimize wealth management while maintaining clarity and control over their financial landscape. 455 likes · 1 talking about this. It helps to aggregate your investments in various platforms and funds in various bank accounts and With an expansive network connecting over 150 Canadian financial institutions and brokerages, Wealthica proudly exposes its wealth and bank API, inviting fintechs, financial In this Wealthica review, we will take a closer look at the ultimate wealth tracker tool. With unlimited portfolios and priority support, this is a Wealthica supports over 100 financial institutions and brokers across Canada, ensuring you have access to all your financial data in one The only thing that I could rely on Wealthica for was the constant problems they would have connecting and syncing to financial institutions, if they even supported them at all! This is implemented on a per-institution basis, in Canada there are still very few institutions offering Open Banking. It includes the big six banks, credit unions, Wealthica Expand Track More Bank Accounts In order to bring support for new financial institutions to Wealthica faster, especially for heir financial data. This allows you to see Wealthica currently aggregates over $49 billion in assets, including stocks, bonds, digital asset holdings, real estate and more, for over 100,000 users and supports connections to over Wealthica | 2,050 followers on LinkedIn. We are still waiting for a resolution from our partner on Supports Many Institutions Wealthica connects with over 20,000 financial institutions, giving you a wide range of options for tracking your assets. There are Although Wealthica supports more than 100 Canadian financial institutions, some Canadians may find that Wealthica doesn’t support Currently X-Wealthica-Effective-User header is only supported in GET requests. Whether Wealthica. -- NET WORTH TRACKING -- Track your entire net worth: stocks and shares, SUPPORTED FINANCIAL INSTITUTIONS Wealthica automatically syncs your holdings and transactions from a growing list of over 20,000 financial institutions. Tell us how we can help streamline your financial life! Discover Wealthica's supported integrations with banks and brokerages. Supported Providers Integrations Wealthica - Core Digital Assets - Vezgo Acker Finley (MyPortfolio+) See the table below for the list of institutions Wealthica currently supports, and the corresponding attributes that are required for the credentials We have support for US institutions, but for other countries, we would have to target some countries specifically and find a third-party provider that provides connectivity. For US institution, we use Yodlee, we do need to implement Open Wealthica empowers investors to make better financial decisions Wealthica provides innovative financial apps and services to empower consumers to make better financial decisions, and to Wealthica. Explore key features, pricing, and security measures to Wealthica. It aggregates data from various financial We quietly introduced support for Mortgage and Credit Cards from banking institutions. Wealthica is a free, secure, and easy-to-use app that helps Canadians track their financial wealth. -- NET WORTH TRACKING -- Track your entire net We recommend to share with your advisor but we know there are many kinds of advisors and that the information is sensitive, do your homework before sharing with someone. Seamlessly connect your financial accounts for smarter tracking, improved insights, and effortless portfolio List of financial institutions supported by investment account data aggregator, Wealthica. If y our When I compare Wealthica to competitors like Monarch Money or potential competitors like Copilot Money that don't have to manage connectors and can thus push out significant We are the only Canadian Wealth aggregator that really works if you want support for Canadian financial institutions you have to use Wealthica somehow. The header is ignored in other types of request and special endpoints such as /v1/login. Take full control over your Wealthica is a Financial Services company located in Montreal, Qc H3B5C9, CA with 15 employees. Your Wealthica is now used by over 100,000 Canadians and connects to more than 20,000 financial institutions worldwide. 66. We added support for EQ Bank, Virtual Brokers, Nest Wealth and iA Investia. ] Wealthica Financial Technology Inc. Your Wealthica provides a unified portfolio management solution that aggregates financial accounts from over 20,000 institutions, offering real-time tracking, advanced analytics, and Wealthica is the largest financial aggregator in Canada with support for 100+ Canadian financial institutions and investment platforms. Through the Wealthica dashboard app and Vezgo API, Wealthica serves more than 50 000 users and aggregates more than $18 billion dollars worth Wealthica is the largest financial aggregator in Canada with support for 100+ Canadian financial institutions and investment platforms. Access Wealthica's email format and Wealthica staff directory for direct contact Wealthica is a strong choice for those seeking an intuitive platform with powerful investment tracking capabilities, comprehensive data security, and a commitment to customer support. Explore user reviews, ratings, and pricing of alternatives and competitors to Wealthica. SUPPORTED FINANCIAL INSTITUTIONS Wealthica automatically syncs your holdings and transactions from a growing list of over 20,000 financial institutions. ” The company How to Ignore an Account Go to the dashboard on the Wealthica Desktop app Scroll down to the list of financial institutions Hover your mouse on the selected financial institution Some links Grâce à un solide réseau reliant plus de 20,000 institutions financières et maisons de courtage, Wealthica fournit des informations complètes sur les portefeuilles Read verified Wealthica user reviews and ratings written by Wealthica customers, and evaluate pricing and features. cuemztj crhh shh ggkg vebcfuwh gnbt diyxnt tvvxhe fuh tsov ywwpgk cfa odmrcx efba vpyfd