Wealthsimple
Latest round
- —
Last raised
- Oct 2026
Total raised
- $842M
Investors
- 13
About Wealthsimple
Founded in 2014 and based in Ontario, Canada, Wealthsimple Technologies Inc. also known as Wealthsimple Inc. is a digital-based wealth management company that provides automated financial advice and portfolio management for companies and individuals. The company’s CEO is Michael Katchen. The company also offers financial advice and portfolio management from seasoned advisors, a savings account (Wealthsimple Save) and a trade account (Wealthsimple Trade). The company employs software engineers, designers, data scientists and financial experts. The company combines a robo-advisor platform with access to live advisors. Each client is provided an investment advisor to help match investments with the client's long-term goals and risk tolerance. The company's advisors are available via phone, text message, email and video chat. The company also offers a crypto platform that allows users to trade in cryptocurrency. The company's user accounts have no minimum amount required and no charge per transaction.7% based on the account size. The company’s portfolio is monitored daily and automatically rebalanced if they move beyond certain thresholds. The company’s future strategy includes growing its client base by adding more products and services, expanding its money transfer service and crypto platform, as well as adding insurance and mortgage services.
Who invested in Wealthsimple
13 investors across 4 rounds
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Questions about Wealthsimple
Who invested in Wealthsimple?
Wealthsimple has 13 investors on record across 4 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Wealthsimple raised?
Wealthsimple has raised 4 venture rounds. Sign up free to see how much each round raised and the total.
What does Wealthsimple do?
Founded in 2014 and based in Ontario, Canada, Wealthsimple Technologies Inc.
Where is Wealthsimple headquartered?
Wealthsimple is headquartered in Toronto, Canada.
Which VCs invest in companies like Wealthsimple?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Wealthsimple's stage. Their profiles are linked below.
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