Total Funding
97
73
Total FundingSeries E raised
Growth Score
-1 pts
Heat Score
4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1572
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
- Mike Katchen: Co-founder & CEO
- Rudy Adler: Co-Founder & CPO/CMOPast Role: Wieden + Kennedy, Copywriter
About the Company
Wealthsimple is a fintech company that offers digital financial services, including automated investing, self-directed trading, cryptocurrency transactions, tax filing, and banking products. The company allows users to invest in managed portfolios with low annual fees and no minimum balance requirements. It also provides commission-free stock, ETF,
options, and cryptocurrency trading through its mobile and web platforms.
In addition, Wealthsimple offers a chequing account with interest on deposits and no monthly fees, as well as an integrated tax-filing service.
