Wealthsimple
Wealthsimple is a Canadian financial technology company that provides automated investing, managed portfolios, stock and crypto trading, and savings products to retail investors through a digital platform. It generates revenue primarily from management fees on assets under management, trading-related fees, and financial services products offered via its app. The company serves individual investors in Canada and select international markets with a focus on low-minimum, low-cost investing and simple user experiences.
- Revenue
- $250.0M
- Employees
- 1,400
- Founded
- 2014
- Headquarters
- Toronto, Canada
What 6 Arbolus experts think of Wealthsimple
NPS distribution is strongly favorable, with 60% of respondents giving a perfect 10 and all others at 8 or 9. Renewal intent is universally positive among respondents who answered, and stickiness is high, indicated by all available implementation durations being over one year. The key themes from quantitative data are sustained satisfaction and long-term platform adoption.Overall Customer Sentiment: Positive
Who reviewed Wealthsimple
- C-Suite 40% (2)
- Director 40% (2)
- Manager 20% (1)
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Sentiment
83 Net Promoter Score, from 6 scored reviews- Promoters 5
- Passives 1
- Detractors 0
Cumulative NPS by month
-1 over 6 months- Aug 10
- Mar 9
- Mar 9
- May 10
- Jun 9
- Aug 9
Net Promoter Score across 1 reviews, accumulated up to each month. Category median 83 across 1 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 100%Plan to renew, by seniority
- 100% 1 answer
- 100% 1 answer
- 100% 1 answer
- 9.3/10 Average score from customers who will renew
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