Wealthsimple
2014
FOUNDED
PRIVATE
STATUS
201-300
EMPLOYEES
Early Stage VC
LATEST DEAL TYPE
$74.3M
LATEST DEAL AMOUNT
13
INVESTORS
Description
Provider of financial services intended to provide accessible financial products through intuitive thoughtfully designed and branded technology. The company's service offers long-term investment management without high fees and account minimums, enabling clients to invest in a globally diversified portfolio of low-cost index funds.
Website
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Asset Management
Other Industries
Brokerage
Financial Software
Primary Office
- 860 Richmond Street West
- 3rd Floor
- Toronto, Ontario M6J 1C9
- Canada
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Wealthsimple Valuation and Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 7. Early Stage VC | 22-May-2019 | $74.3M | 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 Competitors (14)
| 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 | |||
| 00000000 | Venture Capital-Backed | New York, NY | 00 | 000.00 | 00000000000 | 000.00 |
| 00000000000 | Venture Capital-Backed | Redwood City, CA | 000 | 00000 | 00000000000 | 00000 |
| 0000000000 | Venture Capital-Backed | New York, NY | 000 | 00000 | 00000000000 | 00000 |
Wealthsimple Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000000 | 02-Dec-2015 | 000000000000000000 | Financial Software | 0000000 0000000 |
Wealthsimple Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 0000000000 | Financial Software | Toronto, Canada | 0000 |
Wealthsimple Investors (13)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Board Seat |
Contact Info |
|---|---|---|---|---|---|---|
| Allianz X | Corporate Venture Capital | Minority | 000 0000 | 000000 0 | ||
| Bryker Capital | Venture Capital | Minority | 000 0000 | 000000 0 | ||
| Maple Leaf Angels | Angel Group | Minority | 000 0000 | 000000 0 | ||
| Portag3 Ventures | Venture Capital | Minority | 000 0000 | 000000 0 | ||
| Power Corporation of Canada | Holding Company | Minority | 000 0000 | 000000 0 |
Wealthsimple Executive Team (12)
5 Former Executives
You’re viewing 5 of 12 executives. Get the full list »Wealthsimple Board Members (8)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| Adam Felesky | Portag3 Ventures | Board Member | 000 0000 | |
| Bertrand Badre | Wealthsimple | Board Member | 000 0000 | |
| Brett Huneycutt | Wealthsimple | Co-Founder, Chief Operating Officer & Board Member | 000 0000 | |
| Jeffrey Carney | Self | Board Member | 000 0000 | |
| Michael Katchen | Wealthsimple | Co-Founder, Chief Executive Officer & Board Member | 000 0000 |