WealthBar Overview

  • Founded

  • 2012

Founded
  • Status

  • Acquired/​Merged

  • Employees

  • 41

Employees
  • Latest Deal Type

  • 2ndary - Private

  • Financing Rounds

  • 5

  • Investments

  • 1

WealthBar General Information

Description

Provider of an online portfolio management platform designed to make investing affordable and convenient by delivering quality, low-cost investments, financial planning, and advisory online. The company's platform offers easy online saving, and low fee investment portfolios, along with unlimited, commission-free financial planning and advice.

Contact Information

Website
www.cidirectinvesting.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Other Industries
Other Financial Services
Acquirer
CI Financial
Primary Office
  • 1122 Mainland Street
  • Suite 490
  • Vancouver, British Columbia V6B 5L1
  • Canada

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WealthBar Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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WealthBar Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of an online portfolio management platform designed to make investing affordable and convenient by delivering q
Financial Software
Vancouver, Canada
41 As of 2019
00.00
00000000000

0000 0

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000000000 00000000
Toronto, Canada
00 As of 0000
00.000
00.00 0000-00-00
0000000000 0 00.000

000000

inim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea com
000000000 00000000
Newark, DE
00 As of 0000
00.000
0000000000 0 00.000
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WealthBar Competitors (44)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Nest Wealth Venture Capital-Backed Toronto, Canada 00 00.000 0000000000 0 00.000
000000 Venture Capital-Backed Newark, DE 00 00.000 0000000000 0 00.000
00000 Venture Capital-Backed Dubai, United Arab Emirates 00 000.00 00000000000 000.00
000000000 Venture Capital-Backed Singapore, Singapore 000 000.00 00000000000 000.00
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
You’re viewing 5 of 44 competitors. Get the full list »

WealthBar Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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WealthBar Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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WealthBar Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 00000000 16-Oct-2019 0000000000 Financial Software 000 00000
To view WealthBar’s complete acquisitions history, request access »

WealthBar Subsidiaries (1)

Company Name Industry Location Founded
0000 00000000000 Financial Software Mississauga, Canada 0000
To view WealthBar’s complete subsidiaries history, request access »