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Corporation
INTERNET | Internet Software & Services / Asset & Financial Management & Trading
wealthbar.com

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Founded Year

2012

Stage

Acquired | Acquired

Total Raised

$5.5M

About WealthBar

WealthBar provides an online investment service that matches clients with a dedicated online advisor to coach them through a comprehensive financial plan tailored to their lives while providing clients with a professionally managed ETF portfolio.On May 21, 2020, Wealthbar was acquired by CI Financial. Terms of the transaction were not disclosed.

WealthBar Headquarter Location

#490 - 1122 Mainland Street

Vancouver, British Columbia, V6B 5L1,

Canada

888-373-7674

Latest WealthBar News

Tea and Chris Nicola to depart CI Direct Investing

Dec 7, 2020

Investment Executive | Rudy Mezzetta, Fiona Collie | Dec 3, 2020 Couple founded robo-advisor WealthBar in 2014 Tea Nicola and Chris Nicola, the founders of Vancouver-based robo-advisor WealthBar Financial Services, are leaving CI Directing Investing at the end of December and stepping down from their respective roles as CEO and chief technology officer with the firm. Chris Nicola, who is also president of the company, announced his and his wife’s departure from the firm on social media on Wednesday, thanking staff at CI Directing Investing. “While I do feel sad to be leaving the best job I’ve ever had, I’m staying positive and looking forward to the next adventure (perhaps after a brief rest),” Chris Nicola wrote. CI Direct Investing is the entity created when parent company CI Financial announced in May that it planned to merge Vancouver-based Wealth Bar and CI’s direct brokerage Virtual Brokers into one platform earlier this year. CI also acquired the remaining 25% stake it didn’t already own in WealthBar at that time. The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org CONGRATULATIONS TO THE 2020 FINTECH DRAFT PITCHING AND DEMO COMPANY WINNERS! December 7, 2020

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Research containing WealthBar

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CB Insights Intelligence Analysts have mentioned WealthBar in 1 CB Insights research brief, most recently on Sep 30, 2020.

Expert Collections containing WealthBar

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

WealthBar is included in 3 Expert Collections, including Wealth Tech.

W

Wealth Tech

991 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

C

Capital Markets Tech

1,300 items

Companies in the capital markets tech space are providing software and/or services for investment banks, hedge funds, investment managers, and so forth. Companies included use technology across the front, middle, and back-offices and streamline all pre- and post-trade operations.

F

Fintech

10,749 items

Excludes US-based companies

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