Wealthsimple for Advisors Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Wealthsimple for Advisors General Information

Description

Operator of advisory platform based in Toronto, Canada. The company engages in providing wealth management platform and offer front and back office solutions for financial planners, investment advisors, portfolio managers and dealers.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Business/Productivity Software
Other Financial Services
Acquirer
Purpose Advisor Solutions
Primary Office
  • 860 Richmond Street West, 3rd Floor
  • Toronto, Ontario M6J 1C9
  • Canada
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Wealthsimple for Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Wealthsimple for Advisors Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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