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Wealthsimple

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.

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
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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
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Wealthsimple Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 02-Dec-2015 000000000000000000 Financial Software 0000000 0000000
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Wealthsimple Subsidiaries (1)

Company Name Industry Location Founded
0000000000 Financial Software Toronto, Canada 0000
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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
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Wealthsimple Executive Team (12)

Name Title Board
Seat
Contact
Info
Michael Katchen Co-Founder, Chief Executive Officer & Board Member
Leen Li Chief Financial Officer
Brett Huneycutt Co-Founder, Chief Operating Officer & Board Member
David Nugent Chief Investment Officer
Rudy Adler Co-Founder & Chief Product Officer

5 Former Executives

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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
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