Wealthsimple

Wealthsimple is a new kind of financial advisor — one that's intuitive, affordable, and human. We take the guesswork out of investing and get you on the right track. We build a diversified portfolio of ETFs on your behalf and guide you to achieving your financial goals.

Company Growth (employees)
Type
Private
HQ
Toronto, CA
Founded
2014
Size (employees)
89 (est)+10%
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 and New York
Toronto, CA (HQ)
860 Richmond Street West
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

about 1 month

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

Wealthsimple Online and Social Media Presence

Wealthsimple News and Updates

Wealthsimple Company Life and Culture

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