OverviewSuggest Edit

Wealthsimple is a company that provides digital-based investment advisory services. The Company offers on-demand financial planning solutions and also provides an application to invest savings and build a diversified portfolio of exchange-traded funds. Wealthsimple combines a robo-advisor platform with access to live advisors. Each client is provided an investment advisor who helps match investments to the client's long-term goals and risk tolerance.

TypePrivate
Founded2014
HQToronto, CA
Websitewealthsimple.com
Employee Ratings4.4

Recent NewsAll News

Latest Updates

Employees (est.) (Nov 2021)901(+7%)
Job Openings132
Cybersecurity ratingAMore
Discover new suppliers and conduct deeper comparison analysis with Craft for EnterpriseLearn more
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Key People/Management at Wealthsimple

Michael Katchen

Michael Katchen

Chief Executive Officer
Brett Huneycutt

Brett Huneycutt

Chief Operating Officer
Leen Li

Leen Li

Chief Financial Officer
Rudy Adler

Rudy Adler

Chief Product Officer
Marina Harris

Marina Harris

Chief People Officer
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Wealthsimple Office Locations

Wealthsimple has offices in Toronto, New York and London
Toronto, CA (HQ)
860 Richmond St W 3rd Floor
Toronto, CA
241 Spadina Ave 5th Floor
London, GB
3rd Floor, 20 Grosvenor Pl, Belgravia
New York, NY, US
20 Jay Street, Suite 928
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Wealthsimple Financials and Metrics

Summary Metrics

Founding Date

2014

Wealthsimple total Funding

$830.9 m

Wealthsimple latest funding size

$610.43 m

Time since last funding

7 months ago

Wealthsimple investors

Wealthsimple's latest funding round in May 2021 was reported to be $610.4 m. In total, Wealthsimple has raised $830.9 m. Wealthsimple's latest valuation is reported to be C$5 b.
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Wealthsimple Revenue

Market valuation

5.0b
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Wealthsimple Operating Metrics

Wealthsimple's Customers was reported to be 30 k in May, 2017. Wealthsimple's Users was reported to be 1.5 m in May, 2021. Wealthsimple's Assets Under Management was reported to be $10b in May, 2021.
May, 2017May, 2021

Assets Under Management

$10 b

Customers

30 k

Users

1.5 m
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Human Capital Metrics

Source: github.com
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Wealthsimple Cybersecurity Score

Cybersecurity ratingPremium dataset

A

90/100

SecurityScorecard logo

Wealthsimple Online and Social Media Presence

Embed Graph

Wealthsimple Company Culture

  • CEO Rating

    A+

    90/100

  • Compensation

    A+

    100/100

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Wealthsimple News and Updates

Wealthsimple Crypto launches wallet support

Wealthsimple’s latest move in the cryptocurrency space is one the FinTech startup said has been much requested by its users. As of November 10,... The post Wealthsimple Crypto launches wallet support first appeared on BetaKit.

F|T: The FinTech Times – Wealthsimple expands crypto portfolio

Welcome to the FinTech Times, a weekly newsletter covering the biggest FinTech news from around the globe. If you want to read F|T before... The post F|T: The FinTech Times – Wealthsimple expands crypto portfolio first appeared on BetaKit.

Wealthsimple launches crypto investing for group retirement funds

Wealthsimple has launched a new cryptocurrency investment product, allowing for crypto investments through its group retirement fund product. The launch is part of Wealthsimple... The post Wealthsimple launches crypto investing for group retirement funds first appeared on BetaKit.

Wealthsimple, Clearco top LinkedIn’s Top Startups Canada 2021 list

Toronto-based unicorn Wealthsimple ranked highest on LinkedIn’s Top Startups Canada 2021 list, released September 22. Clearco placed second on the list, while online cosmetic... The post Wealthsimple, Clearco top LinkedIn’s Top Startups Canada 2021 list first appeared on BetaKit.

Funding for unicorns Wealthsimple and Trulioo help push VC investment to highest levels yet in H1 2021

As the country and economy segued into post-pandemic recovery, record levels of venture capital flowed into Canadian tech companies. Overall total investment for the... The post Funding for unicorns Wealthsimple and Trulioo help push VC investment to highest levels yet in H1 2021 first appeared on B…

Twitter chooses Wealthsimple as first Canadian payment service for its Tip Jar

Wealthsimple continues to build on its heady year of growth with the announcement today that it is the first Canadian-based payment service to be... The post Twitter chooses Wealthsimple as first Canadian payment service for its Tip Jar first appeared on BetaKit.
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Wealthsimple Frequently Asked Questions

  • When was Wealthsimple founded?

    Wealthsimple was founded in 2014.

  • Who are Wealthsimple key executives?

    Wealthsimple's key executives are Michael Katchen, Brett Huneycutt and Leen Li.

  • How many employees does Wealthsimple have?

    Wealthsimple has 901 employees.

  • Who are Wealthsimple competitors?

    Competitors of Wealthsimple include CIBC Mellon, Ethic and MoneyFarm.

  • Where is Wealthsimple headquarters?

    Wealthsimple headquarters is located at 860 Richmond St W 3rd Floor, Toronto.

  • Where are Wealthsimple offices?

    Wealthsimple has offices in Toronto, New York and London.

  • How many offices does Wealthsimple have?

    Wealthsimple has 4 offices.