We’ve done it again! We’re so happy to have been named the winner of the Retirement Management Innovation Award in the 7th annual FinTech Breakthrough Awards. This program recognizes the top companies and products in the global financial services and technology industry.
Setting up a group retirement plan has been a complex undertaking for Canadian businesses—until now. Common Wealth has worked with industry leaders to re-envision the experience for employers, members and advisors by designing a tech-forward retirement plan.
“Common Wealth has been groundbreaking for our business. Their modern technology and service model make it significantly easier to add retirement benefits, while allowing us to focus on higher-value client touchpoints.”
– Michael Steffler, Partner, Rock Harbour Wealth Management
This year’s program attracted more than 4,000 nominations from across the globe with 250 in the Retirement Planning and Management category. Other 2023 award winners include Chase, Airbase, American Express, Stash, Ramp, Credit Karma, Ease, FIS, BNY Mellon, Bread, Jack Henry, Cross River, Greenlight, MoneyGram, Wise, Ladder, Bolt, and Experian.
“This FinTech Breakthrough Award speaks to our role in the digital transformation of the workplace retirement plan and demonstrates our commitment to improving the financial wellness of employees. Common Wealth’s driving mission is to help all Canadians access proven strategies and the institutional know-how to maximize their money with a modern retirement platform that supports them for life.”
– Jonathan Weisstub and Alex Mazer, co-founders and co-CEOs, Common Wealth
The FinTech Breakthrough Awards are led by Tech Breakthrough, an independent market intelligence organization that researches and analyzes leaders and innovators in the world’s most competitive technology sectors, including AI, digital health, cybersecurity, and fintech.
“[Common Wealth] makes the implementation very easy, streamlined, and fast. Member onboarding and enrollment are fully digital, and I would argue that Common Wealth offers the easiest-to-run plan for businesses in Canada.”
– Andrew Noble, Director of Group Retirement Services, Sterling Capital Brokers
