Today we are launching a fantastic partnership with the team at OneVest to deliver wealth management for Canadian entrepreneurs right inside the Nuula app.

Small business owners typically focus everything on their businesses, and often the wealth of their families is inextricably tied to the success of those businesses. Complicating this is that they are often solely responsible for their own wealth management. From retirement, to investing, to planning for major life events, most small business owners do not have the benefit of employer programs. In fact, according to Forbes, one third of small business owners do not have a retirement savings plan at all.

Nuula is launching a new wealth management feature to give small business owners a way to help diversify their wealth, and plan for the critical milestones in their lives like retirement, buying a home, or expanding their family.

Powered by the OneVest platform, our customers will now be able to invest like the 1%, unlocking access to a fully digital, actively managed, goals-based investment experience, personalized just to them. With this feature, Nuula now provides entrepreneurs with the tools to help grow their net worth both inside and outside their business, enabling them to fund one or more investment accounts, set goals, and track their progress. The solution is fully integrated within the app, so our customers can manage their business and their investments in one place.

It’s been a pleasure working with Amar Ahluwalia and the team at OneVest over the past few months, as we have integrated the capability of this fantastic platform into Nuula. The product will initially be available in Canada, with expansion to the US market expected later in the year.

Personal wealth management for entrepreneurs, in the palms of their hands. What’s not to love.

As always, stay tuned … lots more to come.

#investing #wealthmanagement #smallbusiness #entrepreneurship#nuularising