WealthBar

WealthBar Overview

Founded 2012
Founded
Status Acquired/​Merged
Employees 41
Employees
Latest Deal Type M&A
Latest Deal Amount $240K
Latest Deal Amount

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.

Contact Information

Ownership Status
Acquired/Merged
(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 & 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 Former Investors (7)

To view WealthBar‘s full investor history, request access >>
Investor Name Investor Type Holding Investor Since Participating Rounds 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 Acquisitions (1)

To view WealthBar‘s complete investment and acquisition history, request access >>
Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 00000000000 16-Oct-2019 000000000000000000 Financial Software 000 000000

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WealthBar Subsidiaries (1)

Company Name Industry Location Founded
0000 00000000000 Financial Software Mississauga, Canada 0000