WealthBar scoops up financial planning software provider

Vancouver-based WealthBar Financial Services announced Monday that it has acquired Snap Projections Inc., thereby adding the company’s software to its roster of services.

Snap’s customizable financial planning software is designed to help advisors build and compare hypothetical scenarios.

As part of the acquisition, WealthBar will invest in Snap to facilitate future product development, promote new partnerships and grow the team.

“Snap gives advisors a powerful way to build engagement with clients by conveying a visual story of what they’re working toward,” said Tea Nicola, co-founder and CEO of WealthBar, in a release.

Snap launched five years ago and will continue to operate under its existing leadership as a separate entity.

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