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Wealthsimple Inc. Wealthsimple Inc. is a Canadian online investment management service. The firm was founded in September 2014 by Michael Katchen, Brett Huneycutt, Som Seif, and Rudy Adler and is based in Toronto. [1] [2] As of March 31, 2024, the firm holds over C$38.7 billion in assets under management. [7]
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Betterment is an American financial advisory company which provides digital investment, retirement and cash management services. [2] The company is based in New York City, registered with the Securities and Exchange Commission, [3] and a member of the Financial Industry Regulatory Authority. It is a registered investment advisor and broker-dealer.
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E-Trade Financial Center, San Francisco. E-Trade Financial Corporation (stylized as E*TRADE ), a subsidiary of Morgan Stanley, offers an electronic trading platform to trade financial assets. The company receives revenue from interest income on margin balances, commissions for order execution, payment for order flow, and management services.
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