Richify vs Wealthsimple

Wealthsimple is Canada's leading commission-free investing platform, offering self-directed trading, managed portfolios, crypto and registered accounts (RRSP, TFSA, FHSA) inside its own ecosystem.

7
Richify Wins
3
Tied
2
Wealthsimple Wins

Feature Comparison

FeatureRichifyWealthsimple
Net Worth Tracking (CAD)Across all institutionsWithin Wealthsimple accounts
Commission-Free Investing / TradingStocks, ETFs, crypto, options
Managed / Robo InvestingManaged portfolios
RRSP / TFSA / FHSA AccountsTracks accounts anywhereHold accounts in-app
Property & Mortgage in Net WorthBuilt-in, manual
Outside Banks & BrokersTrack everything in one viewWealthsimple holdings only
AI Explanations & CoachingBuilt-in AI (Felix)
What-If Scenario PlanningRRSP vs TFSA, FHSA, mortgage
Privacy-First (no linking)Manual entry, no linkingHoldings inside the platform
Compare to Canadians Your AgeAge benchmarks
Multi-Country Support7+ countriesCanada-focused
PricingFree trial, then paid plansFree trading; managed has fees

✅ Why Choose Richify

  • Whole net worth across every institution, not just one platform
  • Property and mortgage included in net worth
  • Built-in AI (Felix) that explains your finances in plain English
  • What-if scenarios: RRSP vs TFSA, FHSA paths, mortgage rates
  • Compare your net worth to Canadians your age
  • Multi-country support beyond Canada

Wealthsimple's Strengths

  • Commission-free stock, ETF, crypto and options trading
  • Managed (robo) investment portfolios
  • Hold RRSP, TFSA and FHSA accounts directly in-app
  • Established, trusted Canadian brand
  • Integrated cash and tax products
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The Verdict

Wealthsimple and Richify are complementary, not direct rivals. Wealthsimple is the place to invest and hold registered accounts; Richify is the place to see your entire net worth across all institutions — including property — with AI explanations and what-if planning. If you want a single home for investing, choose Wealthsimple. If you want to understand and plan your total financial picture, use Richify (ideally alongside Wealthsimple). Richify offers a free trial before paid plans.

Last reviewed: · Reviewed by the Richify team

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❓ Frequently Asked Questions

Is Richify a Wealthsimple alternative?

They solve different problems. Wealthsimple is where you invest and hold money — commission-free trading, managed portfolios and registered accounts. Richify is where you see your whole net worth across every institution, including property, with AI explanations and what-if planning. Many Canadians invest with Wealthsimple and track their total picture in Richify.

Does Wealthsimple track my net worth across other banks?

Wealthsimple shows the holdings and accounts you keep inside Wealthsimple. It is not designed as a cross-institution net worth aggregator for outside banks, brokerages or property. Richify is built specifically to combine accounts from anywhere into one CAD net worth view.

Can I track my Wealthsimple holdings in Richify?

Yes. You can manually add your Wealthsimple RRSP, TFSA, FHSA and non-registered balances to Richify alongside outside accounts, property and crypto to see your complete net worth in one place.

Does Richify let me trade or invest?

No. Richify is a tracking, education and planning tool — it does not execute trades or hold money. Use Wealthsimple (or your broker) to invest, and Richify to understand and plan your whole financial picture.

Which includes property in net worth?

Richify. Property equity and mortgages are part of your net worth and what-if scenarios. Wealthsimple focuses on the investments and cash you hold with them.

Does Richify give financial advice?

No. Richify is educational — it explains, models, organizes and benchmarks. It is not a licensed advisor and does not direct you to buy or sell specific products.

Comparison is educational only. Features and pricing may change. We strive for accuracy but recommend verifying directly with each service.