Skip Navigation
Our Work


A pair of new products for a global Fintech100 company

Wealthsimple for Advisors

Client Challenge

Wealthsimple knew they needed to diversify quickly by launching a suite of new products alongside their original personal finance manager.

Wealthsimple for Advisors Activity Screen
  • UI Design
  • Web Development
  • Slack
  • Jira
  • Google Sheets
Design & Build
  • InVision
  • Sketch
  • Adobe CS
  • Javascript
  • Rails
  • Angular
  • Sinatra

TWG Approach

TWG built a dedicated product team for Wealthsimple that leveraged our expertise in user experience design and software development for fintech and financial services companies. This approach gave Wealthsimple the capacity to rapidly bring two additional products to market, leaving their product team focused on improving and growing the core product.

Wealthsimple for Work helps HR teams to manage group retirement plans. It has payroll integration and a clean, modern UI that makes setting up investment plans both simple and low-cost.

Wealthsimple for Advisors allows financial advisors to work with their clients to help manage their passive portfolios. The product provides advisors with a sleek dashboard to monitor their clients’ portfolios in one place.

The Outcome

Hundreds of advisors have already invested hundreds of thousands of dollars on behalf of their clients using Wealthsimple for Advisors, and more than 285 companies were successfully onboarded to the Wealthsimple for Work platform in the first 4 weeks

The level of trust that comes with working with a partner like TWG is pretty remarkable. It’s very different from what we get with other outsourced partners we work with.
Mike Katchen CEO, Wealthsimple

Learn More

Want to learn more about our work with Wealthsimple? Enter your info below and we’ll send you the full case study.