Wealthsimple

Wealthsimple

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Overview

Wealthsimple offers financial tools to help investors grow and manage their money. Wealthsimple builds a diversified portfolio of ETFs on the investors' behalf and guides them in achieving their financial goals. Wealthsimple is backed by a team of world-class financial experts.

It was founded in 2014 and headquartered in Toronto, Ontario.

About

Industries

Financial Services, Finance, FinTech, Impact Investing, Personal Finance, Wealth Management

Founded

2014

Employees

501-1000

Headquarters locations

North America

Social

N/A

Profile Resume

Wealthsimple headquartered in North America, operates in the Financial Services, Finance, FinTech, Impact Investing, Personal Finance, Wealth Management sector. The company focuses on Financial Services and has secured $194.5B in funding across 216 round(s). With a team of 501-1000 employees, Wealthsimple is actively contributing to advancements in Financial Services. Their latest funding round, Seed Round - Wealthsimple, raised $1.7M. Discover more about their projects, partnerships, and impact on our platform.

Employees

imagePlace Paul Teshima

Paul Teshima

Chief Client Experience Officer

imagePlace Rudy Adler

Rudy Adler

Co-Founder & CPO/CMO

imagePlace Nidhi Gurnani

Nidhi Gurnani

Lead Product Manager, Invest

imagePlace Joonas Virtanen

Joonas Virtanen

Design Manager

imagePlace Justin Bull

Justin Bull

Staff Software Engineer

imagePlace Tim Bernal

Tim Bernal

Product Lead for Data and Machine Learning

Funding Rounds

Funding rounds

9

Investors

4

Lead Investors

0

Total Funding Amount

$900.4M

Details

7

Wealthsimple has raised a total of $900.4M in funding over 7 rounds.

Announcement dateTransaction nameNumber of InvestorsMoney raisedLead Investor
2017Early Stage Venture36.5M
2017Early Stage Venture15.3M
2015Early Stage Venture23.9M
2014Seed1.7M

Investors

Wealthsimple is funded by 52 investors.

Investor NameLead InvestorFunding RoundPartners
Wealthsimple-FUNDING ROUND - Wealthsimple23.9M
Power Financial Corporation-FUNDING ROUND - Power Financial Corporation23.9M
Wealthsimple-FUNDING ROUND - Wealthsimple23.9M
Portage Ventures-FUNDING ROUND - Portage Ventures23.9M

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