“Can Wealthica become the authoritative investment-data aggregation layer for Canadian retail investors and the wealth-tech firms that serve them?”
Founded in 2015 in Montreal as a read-only investment tracking dashboard for retail Canadian investors, Wealthica aggregates data from 20,000+ financial institutions and now tracks over $49B in assets for 100,000+ users. The company has progressively opened its platform via an API and the Wealthica.js library, attracting fintech developers and wealth management firms as enterprise clients. The B2B embedded-aggregation angle (Wealthica Connect) is now a distinct revenue stream alongside the consumer SaaS subscription, positioning Wealthica as an investment-data infrastructure layer for Canadian and cross-border wealth apps.
Wealthica connects to bank accounts through Plaid.
Wealthica integrates with Microsoft Excel.
The Embedded Finance Index 2026 maps 2 layers in Wealthica's stack: Open banking (Plaid); Accounting (Microsoft Excel).
Wealthica is founded in 2015 and headquartered in Montreal, Quebec, Canada.
Get a read on where your own stack stands against Wealthica and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.