5
AI tools in use at Wealthsimple
Wealthsimple uses 5 AI tools: Glean (Operations), Regal (AI Phone Agents), Level AI (Customer Service Automation), Notion (Project & Workspace Mgmt), and 1 other tool. 2 are confirmed by a published story, quote or press release; 3 are listed on the vendor's own pages.Latest check Oct 8, 2026: 4 of 5 tools checked, from 10 public sources.
- Industry
- Fintech & Payments
- Website
- wealthsimple.com
- AI tools in use
- 5Median for the 131 Fintech & Payments companies on usedby: 2
- Latest check
- October 8, 20264 of 5 tools checked so far
Every AI tool at Wealthsimple
5 lines, each linked to the public page behind it. Open a row to see the dated capture.
| Tool | Team | First public proof | Proof | Source |
|---|---|---|---|---|
 Glean | Operations | — | glean.com | |
 Regal | AI Phone Agents | — | regal.ai | |
 Level AI | Customer Service Automation | — | thelevel.ai | |
 Notion | Project & Workspace Mgmt | On or before Nov 2024 | notion.so | |
 Spellbook | Legal AI | — | spellbook.com |
“First public proof” is the earliest public page we have dated: a mention (“on or before”), a job post or a start the source states. Our capture dates are not adoption dates.
In Wealthsimple's own words
Published results, each linked to its dated source. We quote, we do not score.
Wealthsimple compared to other Fintech & Payments companies
Wealthsimple uses 5 AI tools. The median among the 131 Fintech & Payments companies on usedby is 2. 105 of its 130 peers use fewer.
These counts cover public proof only. A company can use tools that no public page names.
AI tools per company
131 Fintech & Payments companies on usedby, by number of AI tools
- 65 companies with 1 tool
- 21 companies with 2 tools
- 11 companies with 3 tools
- 8 companies with 4 tools
- 2 companies with 5 tools
- 5 companies with 6 tools
- 3 companies with 7 tools
- 16 companies with 8 tools or more
What its peers use that Wealthsimple does not
Questions about AI at Wealthsimple
What AI tools does Wealthsimple use?
Wealthsimple uses 5 AI tools: Glean, Regal, Level AI, Notion, and Spellbook. 2 are confirmed by a published story, quote or press release, and 3 are listed on the vendor's own pages.
Does Wealthsimple use Notion?
Yes. Notion lists Wealthsimple on its own pages. Notion is the most used AI tool among the 131 Fintech & Payments companies on usedby: 15 of them use it. See who uses Notion.
How does Wealthsimple compare to other Fintech & Payments companies?
Wealthsimple uses 5 AI tools. The median among the 131 Fintech & Payments companies on usedby is 2, and 105 of its 130 peers use fewer tools. These counts cover public proof only.
How does usedby know which AI tools Wealthsimple uses?
Each tool is linked to a public page that names Wealthsimple: a vendor's customer page, a published case study, a press release or a job post. We save each page with a dated capture and check it again on each run. A tool leaves the list only after three checks in a row that no longer find Wealthsimple, and at least 14 days after it was last seen. A tool with a published case study or quote is never removed automatically.