Wealthsimple Overview

  • Founded
  • 2014
Founded
  • Status
  • Private
  • Employees
  • 456
Employees
  • Latest Deal Type
  • Later Stage VC
  • Latest Deal Amount
  • $86M
Latest Deal Amount
  • Investors
  • 17

Wealthsimple General Information

Description

ODeveloper of a financial platform designed to assist in achieving financial freedom by providing products and advice that are accessible and affordable. The company's platform offers smart and simple investing services without the high fees and account minimums associated with traditional investment management through a globally diversified portfolio of low-cost index funds, enabling users to have access to the tools they need to make financial choices.

Contact Information

Website
www.wealthsimple.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Asset Management
Brokerage
Primary Office
  • 860 Richmond Street West
  • 3rd Floor
  • Toronto, Ontario M6J 1C9
  • Canada
+1 (855) 000-0000

Wealthsimple Timeline

2018201920202021
Financing RoundCaptured Employee CountEstimated Employee Growth
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Wealthsimple Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Later Stage VC 14-Oct-2020 $86M 00000 00.000 Completed Generating Revenue
7. Early Stage VC 22-May-2019 000.00 00000 00000 Completed Generating Revenue
6. Corporate 21-Feb-2018 000.00 00000 Completed Generating Revenue
5. Corporate (Series B) 11-May-2017 000.00 000.00 Completed Generating Revenue
4. Early Stage VC (Series A) 09-Apr-2015 000.00 000.00 Completed Startup
3. Accelerator/Incubator 01-Jan-2015 00.00 Completed Startup
2. Seed Round 15-Sep-2014 $1.9M $1.9M Completed Startup
1. Accelerator/Incubator Completed Startup
To view Wealthsimple’s complete valuation and funding history, request access »

Wealthsimple Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
ODeveloper of a financial platform designed to assist in achieving financial freedom by providing products and advice th
Financial Software
Toronto, Canada
456 As of 2021
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0.000 0000-00-00
0000000000 0 00000

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000000000 00000000
Frankfurt, Germany
00 As of 0000
00.000
0000000000 0 00.000

00000000

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000000000 00000000
Singapore, Singapore
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Wealthsimple Competitors (19)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Ginmon Venture Capital-Backed Frankfurt, Germany 00 00.000 0000000000 0 00.000
0000000000 Corporate Backed or Acquired Singapore, Singapore 000000000000
000000000 Formerly VC-backed Penarth, United Kingdom 00 00.00 00000000000
000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
000000000 Corporate Backed or Acquired Vancouver, Canada 00 00.00 00000000000
You’re viewing 5 of 19 competitors. Get the full list »

Wealthsimple Executive Team (15)

Name Title Board Seat Contact Info
Michael Katchen Co-Founder, Chief Executive Officer & Board Member
Aimee Fearon Chief Financial Officer
Leen Li Chief Financial Officer
Brett Huneycutt Co-Founder, Chief Operating Officer & Board Member
Karney Li Chief Technology Officer
You’re viewing 5 of 15 executive team members. Get the full list »

Wealthsimple Board Members (13)

Name Representing Role Since
Adam Felesky Portag3 Ventures Board Member 000 0000
Bertrand Badré Self Board Member 000 0000
Brett Huneycutt Wealthsimple Co-Founder, Chief Operating Officer & Board Member 000 0000
Caroline Gayle Wealthsimple Board Member 000 0000
David Yuan TCV Board Member 000 0000
You’re viewing 5 of 13 board members. Get the full list »

Wealthsimple Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Wealthsimple Investors (17)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Greylock Partners Venture Capital Minority 000 0000 000000 0
Meritech Capital Partners Venture Capital Minority 000 0000 000000 0
TCV Venture Capital Minority 000 0000 000000 0
Two Sigma Ventures Venture Capital Minority 000 0000 000000 0
Allianz X Corporate Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 17 investors. Get the full list »

Wealthsimple Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 000000 24-Sep-2019 000000000000000000 Financial Software 0000000 0000000
ShareOwner 02-Dec-2015 Merger/Acquisition Financial Software 0000000 0000000
To view Wealthsimple’s complete acquisitions history, request access »

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Wealthsimple Subsidiaries (2)

Company Name Industry Location Founded
SimpleTax Canada Financial Software Vancouver, Canada 2012
0000000000 Financial Software Toronto, Canada 0000
To view Wealthsimple’s complete subsidiaries history, request access »