Small business owners typically devote all their time and effort on their businesses. It’s an all encompassing passion. It’s also often where the entirety of their family’s wealth resides.

It’s important for these entrepreneurs to be able to diversify their wealth, and proactively manage wealth creation outside their businesses. Especially now when risks are high across the board. But opportunities also abound.

However, these time constrained individuals 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 or third party investment managers. In fact, according to Forbes, one third of small business owners do not have a retirement savings plan at all.

Nuula’s integrated wealth management feature (built on the terrific OneVest platform) is designed to help small business owners diversify and build wealth, helping them save for personal milestones in their lives like retirement, buying a home, or expanding their family. They can do this by accessing to a fully digital, actively managed, goals-based investment experience, personalized just to them.

This feature is available to our Canadian customers today, but will be launched in the US later this year.

Integrated Wealth Management. Just another way Nuula serves the particular needs of small business owners.

What’s not to love.

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