What Is the Wealthsimple Pitch Deck?

The Wealthsimple pitch deck presented:

• Automated investing for everyone

• Low-fee portfolio management

• Beautiful, simple user experience

• Financial planning tools

• Socially responsible investing options

Investing for humans.

Why the Wealthsimple Pitch Deck Works The deck succeeds because it:

• Targets underserved millennial investors

• Shows design differentiation in boring industry

• Demonstrates Canadian market leadership

Key Features Highlighted

• Automated portfolio management

• Low management fees

• Beautiful mobile experience

• Socially responsible options (SRI)

Product Vision: Investing for Humans Wealthsimple positioned as making investing accessible, beautiful, and human, financial services designed for real people.

Market Opportunity Canadian millennials with growing income and limited investment knowledge. Traditional advisors ignore smaller accounts.

Business Model Management fees on assets under management. Revenue scales with AUM growth.

Design as Differentiator Beautiful experience creates trust and referrals in traditionally cold, intimidating industry.

Founder insight: Design creates differentiation in undifferentiated industries. Make financial services human.

This Pitch Deck is taken from Best Pitch Decks.

Robo-advisor investors at SheetVenture.