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WealthBar

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.

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 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
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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
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WealthBar Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 00000000000 21-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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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
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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