Wealthscope

Wealthscope is a financial technology company based in Toronto, founded in 2017. It specializes in web-based software that provides investment portfolio analytics, retirement planning, and wealth management tools. The company leverages data science and generative AI to offer actionable insights, serving over 18,000 monthly active users and analyzing more than 33 million portfolios.

Wealthscope's platform includes features such as a Portfolio Scorecard, What-If Scenario Analysis, and Product Comparison, which help users assess performance, risk, and diversification. It also integrates retirement planning tools and offers API solutions for financial advisors and enterprises. The company emphasizes transparency and efficiency, combining human expertise with digital tools to support DIY investors, advisors, and enterprises. Wealthscope has established partnerships with notable financial platforms and has been recognized in various media outlets.