Atlas is an advice OS that puts Wealthsimple's product, the advisor, and the client on the same path.
The dedicated advisor surface already exists in the Wealthsimple app. Meetings, Tasks, and the Financial Plan card are all ready to be filled in.
Atlas doesn't propose a new platform. It fills the empty containers, segment-aware throughout, across three segments: Builders, Compounders, Stewards. Same data, two surfaces, three motions, one engine.
A clickable prototype of Atlas. Toggle between client view and advisor view, and watch the same data become two experiences. Built as a single self-contained HTML artifact.
Best on a laptop. The toggle in the top-right switches between three views: Client (the mobile app the household sees), Advisor (the dashboard the CFP sees the same morning), and Both (side-by-side).
Open the demo →The full case answer to the three questions in the brief: end-to-end client journey, AI tools for advisors and service, and digital advice feature priorities. Available as a 3-slide deck or a 2-page leave-behind.
The presentation deck used during the 20-minute walkthrough. Slide 1 is the journey, slide 2 is the AI tooling, slide 3 is the feature priorities. Each slide is a complete answer to one of the case study questions.
A 2-page written summary of the same three answers. The version printed and handed to the panel. Same content as the deck, in prose form, designed to be read in 5 minutes.
A timeline of an obsession. My financial life from 2016 (the first trade on GetStocks) through today: servicing Wealthsimple from London during the 2020 lockdown ramp, building sales orgs from scratch globally, five years of Revenue Growth at Snapchat shipping AI tooling for the team, building Polybacker (a personal trading bot for prediction markets), and why this role.
I placed my first trade in May 2016 on GetStocks. I was 22. I traded actively for two years before they went under.
Joined Snapchat in 2017, where Wealthsimple was one of my early advertiser accounts. In 2020 I serviced the account from London through lockdown as you initially onboarded and scaled paid acquisition on the platform. In 2021 I helped build Snapchat's first dedicated performance marketing team for the Canadian market.
Across that career I've managed hundreds of sellers and helped build dedicated sales orgs from scratch across the globe. For the last five years specifically I've held a product-facing role at Snapchat called Revenue Growth, pulling sales and product into one direction through tooling and in-product notifications. Shipped multiple AI executions for the team (email outreach agents, meeting-prep agents, and a customer guidance hub powering recommendations in-platform and through Salesforce), plus white-glove onboarding for new enterprise customers.
On the side: built polybacker.com as a personal project, a trading bot for prediction markets. Multi-agent automation in n8n and LangGraph. The Pre-Meeting Brief from Q2 of this case is running as a working prototype after I read the brief. Happy to demo Polybacker live in the interview if useful.
I invest every month across UK ISAs, a US 401(k), GIAs at multiple brokerages, and crypto. I'd be a non-traditional hire for an advice role (sales rather than financial services), but ten years of personal investing and the recent product and automation work bridge it.