WealthBar Overview
- Founded
- 2012
- Status
- Acquired/Merged
- Employees
- 41
- 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.wealthbar.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(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
WealthBar Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
This information is available in the PitchBook Platform. To explore WealthBar‘s full profile, request access.
Request a free trialWealthBar Comparisons
Description
Primary
Industry
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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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
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Request a free trialWealthBar 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 |
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 |
WealthBar Board Members (3)
| Name | Representing | Role | Since |
|---|---|---|---|
| 000000 00000-00000 | Self | Board Member | 000 0000 |
WealthBar Signals
Growth Rate
0.80%
Weekly
Growth
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
PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.
Request a free trialWealthBar Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
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Request a free trialWealthBar Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000 00000000000 | 16-Oct-2019 | 000000000000000000 | Financial Software | 000 000000 |
WealthBar Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 0000 00000000000 | Financial Software | Mississauga, Canada | 0000 |