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Justwealth

Retail Trading Infrastructure
Segments:
B2C: Hybrid (Digital and Human)
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Product stage:
Early
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Justwealth is the most comprehensive online portfolio management platform in Canada, with 42 exchange-traded funds (ETFs) from 9 different companies, all adding up to 70 different portfolio options. Each of Justwealth’s clients has access to a personal portfolio manager who provides investment counselling and financial planning support. Justwealth’s strength is their Registered Education Savings Plan (RESP) portfolios since they use target-date portfolios, of which asset allocation changes over time. The target-date portfolios are more heavily invested in equity in the early years to maximize growth, then gradually shift to safer investments as the client’s child gets closer to their post-secondary education.

The platform also provides customized services for accounts with a balance of USD 1.0 million and above. Moreover, customers can choose to invest in US dollars. Just Wealth requires an average annual management fee of 0.50% and an additional 0.20% in ETF fees.

Retail Trading Infrastructure

Retail Trading Infrastructure

Key stats
Featured companies
67
Total funding (USD)
15.5 Bn
Total addressable market (USD)
36.2 Bn
Key competitors
 
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Product Overview
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Product Metrics
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Company profile
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Company Brief


HQ location:
Toronto ON CAN
Founded year:
2015
Employees:
1-10
Funding data are powered by Crunchbase
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