Robo-adviser Wealthsimple, whose Toronto headquarters are seen earlier this year, brings Grayhawk in to support its business-to-business platform, which is designed specifically for financial advisers looking to offset some investment-management tasks.Robo-adviser Wealthsimple is partnering with independent wealth manager Grayhawk Investment Strategies Inc., as the online portfolio platform looks to gain a foothold in the arena of ultra-high-net-worth investors.
“We are disrupting the way successful families achieve intergenerational wealth transfer," said Michael Kaumeyer, president and CEO of Grayhawk. “We wanted to create a digital experience for our clients that continues to have a focus on building deep relationships with institutional style portfolios.”
The platform, which is designed specifically for financial advisers looking to offset some investment-management tasks, also services approximately 300 independent advisers.
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