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WealthTab

WealthTab
2015 FOUNDED
PRIVATE STATUS
Early Stage VC LATEST DEAL TYPE
4 INVESTORS
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.

Ownership Status
Privately Held (backing)
Financing Status
Accelerator/Incubator Backed
Primary Industry
Asset Management
Other Industries
Social/Platform Software
Other Financial Services
Primary Office
  • Montreal, Quebec
  • Canada

+1 (416) 000-0000
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WealthTab Valuation and 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
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WealthTab Investors (4)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
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

WealthTab Executive Team (2)

Name Title Board
Seat
Contact
Info
Michael Blicker Co-Founder & Chief Executive Officer

1 Former Executive

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