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Wealthsimple

Wealthsimple

Wealthsimple offers financial tools to help investors grow and manage their money.

Toronto Ontario Canada
Industry IconFinance
Email Icon501-1,000 employees
Founded on 2014-01-01
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Overview

Wealthsimple offers financial tools to help investors grow and manage their money. Wealthsimple builds a diversified portfolio of ETFs on the investors' behalf and guides them in achieving their financial goals. Wealthsimple is backed by a team of world-class financial experts. It was founded in 2014 and headquartered in Toronto, Ontario.

Sources

Growth Insight

Wealthsimple experienced massive growth after two quarters of record asset gains. The company entered the mortgage space through a partnership with Pine. Despite the company's overall success, the performance of its robo-adviser portfolios did not impress.

Funding

Total Round:9
Funding Total:
Financing Time:2021-05-03
Financing Stage:private_equity
Financing Amount:1,130,900,000 CAD

Core Team

  • Michael Katchen

    Co-founder & CEO | 2013-09-01

  • David Nugent

    CIO/CCO | 2014-04-01

  • Rudy Adler

    Co-Founder & CPO/CMO | 2014-03-01

  • Radhika Kakkar

    COO | 2022-04-01

  • Hanna Zaidi

    Chief Compliance Officer | 2021-11-01

  • Leen Li

    Chief Financial Officer | 2016-09-01

  • Justin Bull

    Staff Software Engineer | 2019-10-01

  • Nidhi Gurnani

    Lead Product Manager, Invest | 2022-02-01

  • Peter Kruzlics

    Software Engineer | 2017-01-01

  • Joonas Virtanen

    Design Manager | 2021-03-01

Events

No Events Available

Tech Stack

  • Domain Not Resolving

    hosting
  • Google Font API

    widgets
  • HSTS

    ssl
  • Google Maps

    mapping
  • Font Awesome

    widgets
  • Mobile Non Scaleable Content

    mobile
  • reCAPTCHA

    widgets
  • CrUX Dataset

    widgets
  • Google

    hosting
  • Google Cloud

    hosting

FAQ of Wealthsimple

Coming soon

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