WealthBar
2012
FOUNDED
M&A
STATUS
41-50
EMPLOYEES
M&A
LATEST DEAL TYPE
$240K
LATEST DEAL AMOUNT
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.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Parent Company
Primary Office
- 1122 Mainland Street
- Suite 490
- Vancouver, British Columbia V6B 5L1
- Canada
+1 (888) 000-0000
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WealthBar Valuation and 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 (11)
| 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 |
| 0000000000000 | Accelerator/Incubator Backed | San Francisco, CA | 00 | 000.00 | 000000&0 | 000.00 |
| 0000000000 | Venture Capital-Backed | New York, NY | 000 | 00000 | 00000000000 | 00000 |
WealthBar Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000 00000000000 | 21-Oct-2019 | 000000000000000000 | Financial Software | 000 000000 |
WealthBar Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 0000 00000000000 | Financial Software | Mississauga, Canada | 0000 |
WealthBar Former Investors (7)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Board Seat |
Contact Info |
|---|---|---|---|---|---|---|
| Ed Levinson | Angel (individual) | Minority | 000 0000 | 000000 0 | ||
| Full Stack | Angel Group | Minority | 000 0000 | 000000 0 | ||
| Howard Atkinson | Angel (individual) | Minority | 000 0000 | 000000 0 | ||
| John Nicola | Angel (individual) | Minority | 000 0000 | 000000 0 | ||
| Launch Academy (Vancouver) | Accelerator/Incubator | 000 0000 | 000000 0 |
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 | Contact Info |
|---|---|---|---|---|
| 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 |