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

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
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 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
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000000000 00000000
San Francisco, CA
000 As of 0000
00000
0000 0000-00-00
00000000000 00000

00000000

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000000000 00000000
Redwood City, CA
000 As of 0000
00000
00 0000-00-00
000000&0 00000
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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, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
0000 (00000000) Venture Capital-Backed Montreal, Canada 00 0000 000000&0 0000
0000 000000 Venture Capital-Backed Toronto, Canada 00 00.000 0000000000 0 00.000
00000 Venture Capital-Backed Singapore, Singapore 00 0000 00000000000 0000
You’re viewing 5 of 15 competitors. Get the full list »

WealthBar Executive Team (3)

Name Title Board Seat Contact Info
Tea Nicola Co-Founder & Chief Executive Officer
Chris Nicola Co-Founder & Chief Technology Officer
Neville Joanes CIO
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WealthBar Board Members (3)

Name Representing Role Since
000000 00000-00000 Self Board Member 000 0000
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WealthBar Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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 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
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