• From $50B to $1 Trillion: Wealthsimple's Vision

  • Nov 11 2024
  • Length: 55 mins
  • Podcast

From $50B to $1 Trillion: Wealthsimple's Vision

  • Summary

  • In this episode of The Startup CEO Show, host Mark MacLeod interviews Mike Katchen, Co-founder and CEO of Wealthsimple. Discover how Wealthsimple has transitioned from a single-product company to a multi-product leader in financial services.

    Listen in for tips on maintaining control, leadership strategies, working within regulatory frameworks, and evolving with client needs. Plus, learn how Mike's personal growth, fitness routines, and mental health strategies contribute to his effective leadership.

    Join us for an episode filled with practical advice and inspiring stories from one of Canada's top startup leaders!

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    Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.

    I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.

    Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/

    Connect on X/Twitter: https://twitter.com/markmacleod_

    Contact Mark: https://markmacleod.me/

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