Wealthica

Wealthica makes account aggregation and investment tracking software. It sells a consumer net-worth dashboard, editions for financial advisors and family offices, a white-label dashboard for financial institutions, and an investment data API for wealth managers, brokerages and fintech firms, with a focus on Canadian institutions.

The software connects to bank, brokerage and investment accounts, syncs balances, holdings and full transaction history each day, and lets users add other assets by hand. Reports cover the balance sheet, holdings, capital gains and adjusted cost base, income and fees, with exports to Excel and Google Sheets. Clients can invite an advisor to view their consolidated dashboard, and family offices can group accounts by family member. The Investment API and a drop-in connect widget return positions, balances, securities and transactions from more than 150 Canadian institutions, and the company also offers tools to gather data for registered asset transfers and for asset checks in loan approvals.

Wealthica Financial Technology Inc. started in 2015. It helped launch Vezgo, a crypto data API, and owns and operates Stockchase, a stock research site. Consumer plans are priced per year, while advisor, family office and institutional editions are quoted on request. The company says its API is SOC 2 Type II compliant.