WealthTab Overview

  • Founded
  • 2015

  • Status
  • Out of Business

  • Latest Deal Type
  • Out of Business

WealthTab General Information


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, helping clients with client onboarding and account openings.

Contact Information

Ownership Status
Out of Business
Financing Status
Formerly VC-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
4. Out of Business 07-Aug-2021 0000 Completed Out of Business
3. Early Stage VC 0000 Completed Generating Revenue
2. Accelerator/Incubator 01-Jun-2018 $20K $20K 00000 Completed Startup
1. Accelerator/Incubator 15-Jul-2015 Completed Startup
To view WealthTab’s complete valuation and funding history, request access »