Nudge Spotlight Nudge.ai Account Briefs
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Wealthsimple Account Brief
Wealthsimple is a game-changing financial advisor that makes investing easy, transparent, and low-cost. You get a sophisticated portfolio managed for you, and unlimited support from a dedicated financial advisor. Simple and transparent, Wealthsimple's intuitive platform makes your investments simple and easy to understand. We take the guesswork out of investing, and ensure that you are on the right financial track.
Wealthsimple Recent News Mentions
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Executives and decision-makers at Wealthsimple
Nudge.ai’s relationship intelligence platform can help you find the right executive to reach out to at Wealthsimple, such as Leen Li, Chief Financial Officer, or Michael Katchen, Co-Founder & CEO. Then get in touch and start a conversation.
Leen Li Chief Financial Officer
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Michael Katchen Co-Founder & CEO
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Brett Huneycutt Co-Founder & COO
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Giampiero De Pasquale Staff Accountant
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Rudy Adler Co-Founder And Cpo & CMO
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Sharman Ordoyne Director Of Production
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Robyn Ross VP Operations & CEO, Canadian Shareowner Investments
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Rachael Factor Communications Director
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Dave Nugent CIO & Cco
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Jonathan Needham Senior Director, Distribution
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See 4 more decision makers
Connectors at Wealthsimple
Executives can be difficult to reach, but every company has connectors who bring together people and ideas. At Wealthsimple, people like Leen Li, and Michael Katchen are likely connectors.
Leen Li Chief Financial Officer
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Michael Katchen Co-Founder & CEO
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Dave Nugent CIO & Cco
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Evan Cloutier Mobile Development Intern
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Wealthsimple Black Chief Experience Officer
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See who in your network has relationships at Wealthsimple With Nudge.ai you can uncover which contacts at a company your network is most strongly connected to. If you find a strong relationship, ask for an introduction!
Topics frequently mentioned alongside Wealthsimple
When Wealthsimple is mentioned in the news, Nudge.ai often sees topics like Toronto, and Marketing. If your conversation focuses on these topics, you’ll probably get Wealthsimple’s attention.
Toronto
Marketing
Health
Retirement
Money
Investing
Fintech
Funding
Companies frequently mentioned alongside Wealthsimple
When Wealthsimple is mentioned in the news, companies such as Oneeleven, Wattpad, and Mastercard are often also mentioned. These companies can serve as customer examples.
Wealthsimple employees mentioned in the news
Employees who are often in the news are usually open to starting conversations or exploring ideas. Nudge.ai's sales AI saw Leen Li, Michael Katchen, and Dave Nugent from Wealthsimple recently mentioned in the news.
Executives Get in touch with decision-makers at Wealthsimple. Sign up for Nudge Premium to:
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Connectors Ask connectors at Wealthsimple for intros to execs. Sign up for Nudge Premium to:
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