Wealthsimple Overview
- Founded
- 2014

- Status
- Private
- Employees
- 456

- Latest Deal Type
- Later Stage VC
- Latest Deal Amount
- $86M

- 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
- 860 Richmond Street West
- 3rd Floor
- Toronto, Ontario M6J 1C9
- Canada
Wealthsimple Timeline
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 |
Wealthsimple Comparisons
Industry
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Request a free trialWealthsimple 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 |
Wealthsimple Executive Team (15)
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 |
Wealthsimple Signals
Growth Rate

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.
Request a free trialWealthsimple 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 |
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 |
Wealthsimple Subsidiaries (2)
Company Name | Industry | Location | Founded |
---|---|---|---|
SimpleTax Canada | Financial Software | Vancouver, Canada | 2012 |
0000000000 | Financial Software | Toronto, Canada | 0000 |