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Financial clarity for every stage of life and business
What if financial goals didn't live in spreadsheets, obscure statements, or guesswork? At Wealthstack, we believe clarity breeds confidence - whether you're a financial advisor seeking a modern way to scale your practice or an individual planning your family's future.
From the first spark of intention to generational wealth creation, our story is rooted in making financial complexity feel purposeful and manageable, for everyone.
Our Origin Story
Wealthstack didn't begin in a boardroom. It began at a kitchen table.
Over 20 years ago, Wealthstack Founder, Vincent and his wife were navigating their own financial decisions - investments, goals, trade-offs, long-term plans. Like many families, they wanted to be intentional and see how today's decisions shaped tomorrow's freedom.
Spreadsheets helped to plan and visualize … until they didn't.
What started as a personal need for clarity slowly evolved into a bigger idea: What if clients' entire financial life could live in one place - clear, connected, and easy to understand?
That question became the foundation for the Wealthstack Dashboard. Today, it powers a platform designed to help advisors and their clients see the full picture, track progress, and make confident decisions with purpose.
Vincent Heys
Founder
"What if clients' entire financial life could live in one place - clear, connected, and easy to understand?"
We Serve Two Audiences With One Purpose
For Financial Advisors
Wealthstack's intuitive dashboards help you work smarter, scale further, and deepen client engagement - without adding to your workload.
With tools designed to consolidate goals, track progress, and strengthen client relationships, you can spend less time on admin and more time on meaningful advice and growth. Your brand stays front and centre with customizable advisor and client dashboards, all built to help you deliver value at scale.
Interested in transforming your advisory practice?
South African advisors → Visit wealthstack.io
Canadian advisors → Explore wealthstack.caFor Private Clients
Whether you're building a nest egg, protecting your family, or navigating cross-border wealth, Wealthstack Advisory puts your entire financial picture into a clear dashboard - so you can make confident decisions.
With optional personal support from our network of independent Wealthstack Advisory Experts, you get guidance that matches your journey - not a product pitch.
Looking for bespoke personal financial advisory?
Check out the Wealthstack Advisory team and services - where strategic wealth planning meets concierge-level support for high-net-worth families and professionals.
Meet The Team
Our strength lies in the diverse blend of financial expertise, technology mastery and thoughtful design that fuels Wealthstack. This team builds tools and supports clients and advisors with experience, humility and curiosity.
Vincent Heys
Chief Executive Officer
Vincent, an Actuary with experience in Canada, the UK and South Africa, is passionate about simplifying finances according to a trusted roadmap. He's all about building financial wellness and helping others do the same. Vincent has 25 years of financial services experience, covering everything from Asset Management to Advisory Services and Fintech. If Vincent had a financial superpower, it would be Compound Interest because small habits over time mixed with growth results in extraordinary outcomes.
Roeland van Nieuwkerk
Chief Technology Officer
Roeland has been part of the Wealthstack story from the beginning, sharing Vincent's dream of a dashboard that covers it all. He's got the courage for the start-up life, having spearheaded two of his own, and he's a genius at creating user-friendly digital tech. Roeland's financial superpower is Budget Spreadsheets - you can't beat him at a top-notch, formula-frenzied spreadsheet!
Francois Brill
Director of Product Design
Francois has pushed the boundaries of creating digital experiences for over 20 years. His passion for inventing the playbook as he goes along is evident in the innovative, beautiful, and simple products he creates. If Francois was a financial product, he'd be a Retirement Savings Plan because “there's no such thing as overnight success.”
Pega Liu
Full stack Developer
Pega is a Software Engineering student at MacMaster University. He's got a real knack for software development and builds rockets in his free time. If Pega was a financial product, naturally, he'd be an RESP because he's living proof that you need to save for College!
Michelle Hinrichsen
Writer
Michelle has a life-long relationship with writing for the ordinary, gloriously normal person to read and understand. She loves taking the complex and breaking it down to its most strategic, straight-forward points - good thing she's Wealthstack's resident writer! If Michelle were a financial product, she'd be an Exchange Traded Fund because she packs a lot into her days for maximum efficiency, just like a high-yield ETF!
Our Values
As a team committed to making money matters simple again, we're propelled by 3 guiding values:
Collaboration
Choosing to work together with accountability and humility for the empowerment of one another and our clients.
Innovation
Striving for excellence as we bring simplicity out of complexity with creative, forward-thinking solutions for growth and knowledge.
Cohesion
Working with complete honesty and authenticity bringing out the best in our team for the benefit of our clients.
Let's Shape Your Financial Story
Whether you're tracking your own life goals or helping others build theirs, we're here to elevate financial understanding and impact.