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.cidirectinvesting.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Office
- 1122 Mainland Street
- Suite 490
- Vancouver, British Columbia V6B 5L1
- Canada
WealthBar Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
WealthBar Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
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
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 |
WealthBar Signals
WealthBar Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
WealthBar Acquisitions (1)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
0000 00000000 | 16-Oct-2019 | 0000000000 | Financial Software | 000 00000 |
WealthBar Subsidiaries (1)
Company Name | Industry | Location | Founded |
---|---|---|---|
0000 00000000000 | Financial Software | Mississauga, Canada | 0000 |