Wealthsimple

Wealthsimple provides digital based investment advisory services. The Company offers on-demand financial planning solutions and also provides an application to invest savings and build 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.

Company Growth (employees)
Type
Private
HQ
Toronto, CA
Founded
2014
Size (employees)
110 (est)+12%
Wealthsimple was founded in 2014 and is headquartered in Toronto, CA

Key People at Wealthsimple

Michael Katchen

Michael Katchen

CEO

Wealthsimple Office Locations

Wealthsimple has offices in Toronto, New York and London
Toronto, CA (HQ)
860 Richmond Street West
London, GB
160 Victoria St
New York, US
100 Crosby St

Wealthsimple Data and Metrics

Summary Metrics

Founding Date

2014

Total Funding

$82.7 m

Latest funding size

$37 m

Time since last funding

4 months

Investors

Wealthsimple's latest funding round in May 2017 was reported to be $37 m. In total, Wealthsimple has raised $82.7 m

Wealthsimple Operating Metrics

Wealthsimple's Customers was reported to be 30 k in May, 2017
May, 2017

Customers

30 k

Traffic Overview of Wealthsimple

Wealthsimple Online and Social Media Presence

Wealthsimple News and Updates

Robo-advisor Wealthsimple raises another $37 million from Power Financial

 With more than 30,000 clients and $750 million in assets under management, Toronto-based investment platform Wealthsimple continues to grow both in its home market and in the U.S. To bolster that growth, the company has raised an additional $37 million ($50 million Candian) in funding from Power Fi…

Wealthsimple Company Life and Culture

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