Case Study: Wealthsimple achieves org-wide alignment and shared knowledge with Notion

How Wealthsimple’s switch to Notion simplified org-wide alignment with a wealth of shared knowledge

Wealthsimple, a rapidly growing financial company, struggled with knowledge scattered across multiple tools, making it hard for employees to find information and stay aligned. Nearly 70% of users reported difficulty locating data across systems, and teams were wasting time searching for the right documents instead of working productively.

Wealthsimple implemented Notion as a centralized wiki, knowledge base, and project management hub, replacing Quip and consolidating a fragmented tool stack. With Notion databases, synced content, and phased rollouts, the company improved policy management, cut audit time in half, reduced employee help tickets, and boosted company-wide alignment and productivity as usage and self-serve knowledge access surged.

Wealthsimple

Kathleen Cauley

Manager