Wealthsimple has entered into a partnership with Grayhawk Investment Strategies, an independent wealth management firm, that will see the organizations working together to serve high-net-worth investors.
“A modern advice and service platform leveraging sophisticated technology is fundamental to delivering a great client experience.”
-CEO of Wealthsimple for Advisors
Through the partnership, Wealthsimple for Advisors, the FinTech’s automated management platform for financial planners, investment advisors, portfolio managers, and dealers, will provide Grayhawk’s team with its technology, as well as dealer and advisory services for Grayhawk clients. In return, Wealthsimple will offer Calgary-based Grayhawk’s investment strategies to advisors with high net worth clients through its own platform. According to Wealthsimple, this “strategic alliance will broaden the range of clients who have access to Grayhawk’s institutional-style investments.”
“We are disrupting the way successful famili..Read More