WealthyPlanet Welcomes Cyrus Mistry as New Chief Product Officer and Advisory Board Member
Burlington, Ontario--(Newsfile Corp. - June 25, 2024) - WealthyPlanet, a leading innovator behind the AI financial assistant Abi, is excited to announce the appointment of Cyrus Mistry as the new Chief Product Officer and Advisory Board Member. Mistry brings a wealth of experience and a distinguished career in the technology sector, enhancing WealthyPlanet's mission to revolutionize financial management and planning with Abi.Cyrus Mistry joins WealthyPlanet with a remarkable track record,...
2024-06-25 7:00 AM EDT
WealthyPlanet Partners with Smart Money Invest to Offer Low-Cost ETF Investment Products
Burlington, Ontario--(Newsfile Corp. - June 3, 2020) - WealthyPlanet, a FinTech company that will offer next-generation online personal financial planning, today announced a strategic partnership with Smart Money Capital Management Inc. (Smart Money Invest) to provide low-cost ETFs and online investment advice to WealthyPlanet clients.ETFs are smart and convenient investment vehicles for investors to create a diversified and high-performing portfolio with lower-cost management fees compared...
2020-06-03 8:00 AM EDT
WealthyPlanet Partners with National New Parents Organization for Online Financial Planning Beta Program
Burlington, Ontario--(Newsfile Corp. - May 20, 2020) - WealthyPlanet, a FinTech company that will offer next-generation online personal financial planning, today announced a partnership with Movies for Mommies (MFM), a national organization of 30,000 new parents. The partnership will enable the company to engage MFM members in a user Beta Program to fine-tune and validate its planning software prior to the commercial launch later this year. The Beta Program will offer a unique and...
2020-05-20 7:30 AM EDT
WealthyPlanet Provides Practical Financial Planning Tips for Ontario Residents to Weather the Coronavirus
Burlington, Ontario--(Newsfile Corp. - April 2, 2020) - WealthyPlanet, a FinTech company that will offer free and holistic, online financial planning to millions of Canadians, has provided some practical financial planning tips for working Ontarians and their families faced with financial uncertainty due to the Coronavirus. Most financial planning experts recommend having an emergency fund of three to six months of living expenses saved and easily accessible as part of a prudent financial...
2020-04-02 9:57 PM EDT
WealthyPlanet Announces Seed Funding
Burlington, Ontario--(Newsfile Corp. - March 17, 2020) - WealthyPlanet, a FinTech company that will offer free and holistic, online financial planning to millions of Canadians, today announced it has closed a seed funding round with Mercanti Management Inc.WealthyPlanet helps everyday Canadians worry less about their money through the first free, easy-to-use online financial planning tool, plus access to low-fee products and live non-commissioned advisors.Most qualified financial planners...
2020-03-17 8:00 AM EDT