WealthBar Overview
WealthBar General Information
Description
Provider of an online financial advisory platform designed to make investing affordable and convenient by delivering quality, low-cost investments and financial advice online. The company's platform offers easy online investing portfolios and low-fee ETFs, along with unlimited, commission-free advice, enabling Main Street Canadians to access the opportunities that the ultra-rich use to build wealth.
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WealthBar Valuation & Funding
| Deal Type |
Date |
Amount |
Raised to Date |
Post-Val |
Status |
Stage |
| 4. Merger/Acquisition |
23-Jan-2019 |
$240K |
00.00 |
00000 |
Completed |
Generating Revenue |
| 3. Early Stage VC |
10-May-2016 |
00.00 |
00.00 |
|
Completed |
Generating Revenue |
| 2. Angel (individual) |
24-Sep-2013 |
$800K |
$800K |
|
Completed |
Generating Revenue |
| 1. Accelerator/Incubator |
20-Mar-2013 |
|
|
|
Completed |
Generating Revenue |
WealthBar Competitors (15)
| Company Name |
Financing Status |
Location |
Employees |
Total Raised |
Last Financing Date/Type |
Last Financing
Amount |
| SigFig |
Venture Capital-Backed |
San Francisco, CA |
000 |
00000 |
00000000000 |
00000 |
| 00000000 0000000 |
Venture Capital-Backed |
Redwood City, CA |
000 |
00000 |
00000000000 |
00000 |
| 00000000 |
Venture Capital-Backed |
Singapore, Singapore |
00 |
000.00 |
00000000000 |
000.00 |
| 0000000000 |
Venture Capital-Backed |
New York, NY |
000 |
00000 |
00000000000 |
00000 |
| 0000 000000 00000 |
Corporate Backed or Acquired |
Toronto, Canada |
00 |
00.000 |
000000000000 |
00.000 |
WealthBar Executive Team (3)
| Name |
Title |
Board Seat |
Contact Info |
| Tea Nicola |
Co-Founder, Chief Executive Officer & Chairman |
|
|
| Chris Nicola |
Co-Founder, Chief Technology Officer & Board Member |
|
|
| Neville Joanes |
CIO |
|
|
WealthBar Board Members (5)
| Name |
Representing |
Role |
Since |
| Chris Nicola |
WealthBar |
Co-Founder, Chief Technology Officer & Board Member |
000 0000
|
| Darie Urbanky |
Self |
Board Member |
000 0000
|
| David Poster |
CI Financial |
Board Member |
000 0000
|
| Kambiz Vatan-Abadi |
Self |
Board Member |
000 0000
|
| Tea Nicola |
WealthBar |
Co-Founder, Chief Executive Officer & Chairman |
000 0000
|
WealthBar Subsidiaries (1)
| Company Name |
Industry |
Location |
Founded |
| 0000 00000000000 |
Financial Software |
Mississauga, Canada |
0000 |