Wealthscope is a financial technology company based in Toronto, Ontario, specializing in portfolio and retirement analysis. Founded in 2017, it aims to enhance transparency and efficiency in wealth management through its web-based tools. Wealthscope offers a range of services, including portfolio management, retirement planning, and investment analysis. Its flagship product, the Wealthscope Portfolio Scorecard, evaluates investments across six key dimensions: performance, downside protection, fees, income, diversification, and ESG factors.

The company serves a diverse clientele, including DIY investors, financial advisors, and enterprises. Notable partners include Qtrade Investor, CI Direct Investing, and Globe and Mail. Wealthscope’s team consists of experienced financial researchers and business leaders, including PhD holders and CFA experts, who provide a blend of human and digital advice to help clients achieve their financial goals. The company is recognized for its innovative approach in the fintech sector, offering data-driven analysis and periodic portfolio reviews.