The serial entrepreneur has created a challenger bank called One for middle-income people with complicated financial lives.
The PFM app provider Personal Capital set up a safe way for hackers to expose vulnerabilities in its software.
Many digital-only robos are slowly adding human advisors.
Access to banking information ensures advisers can perform holistic planning, fintech firms say.
Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.
