WealthTab Overview

  • Founded
  • 2015
Founded
  • Status
  • Private
  • Latest Deal Type
  • Early Stage VC
  • Investors
  • 4

WealthTab General Information

Description

Developer of a wealth and portfolio management platform. The company's software provides financial advice to their clients to manage their assets and investments based on risk tolerance.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Accelerator/Incubator Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Social/Platform Software
Primary Office
  • Montreal, Quebec
  • Canada
+1 (416) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

WealthTab Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Early Stage VC 0000 Completed Generating Revenue
2. Accelerator/Incubator 01-Jun-2018 0000 0000 00000 Completed Startup
1. Accelerator/Incubator 15-Jul-2015 Completed Startup
To view WealthTab’s complete valuation and funding history, request access »

WealthTab Executive Team (2)

Name Title Board Seat Contact Info
Michael Blicker Co-Founder & Chief Executive Officer
You’re viewing 1 of 2 executive team members. Get the full list »

WealthTab Investors (4)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Queen City Fintech Accelerator/Incubator Minority 000 0000 000000 0
Founder Institute Accelerator/Incubator 000 0000 000000 0
CFV Ventures Venture Capital Minority 000 0000 000000 0
Stacked Capital Venture Capital Minority 000 0000 000000 0
To view WealthTab’s complete investors history, request access »