Wealthsimple
Founded Year
2014Stage
Unattributed VC - II | AliveTotal Raised
$712.38MValuation
$0000Last Raised
$610M | 2 yrs agoRevenue
$0000
- Predict emerging trends
- See competitors' playbooks
- Stalk the smart money
- Identify tomorrow's challengers
- Spot growing industries
- Kill analyst data work
ESPs containing Wealthsimple
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The B2C robo-advisors market offers automated advisory platforms that leverage algorithms and AI to offer personalized investment strategies based on a user's financial goals, risk tolerance, and timeline. They provide a convenient and cost-effective way for individuals to access professional-grade investment advice and portfolio management without the need for traditional human financial advisors…
Wealthsimple named as Leader among 9 other companies, including Betterment, Wealthfront, and Acorns.
Research containing Wealthsimple
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Wealthsimple in 9 CB Insights research briefs, most recently on May 16, 2023.
Expert Collections containing Wealthsimple
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Wealthsimple is included in 4 Expert Collections, including Wealth Tech.
Wealth Tech
2,051 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech 250
498 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Fintech
12,418 items
Excludes US-based companies
Canadian fintech
345 items
Wealthsimple Patents
Wealthsimple has filed 3 patents.
The 3 most popular patent topics include:
- Models of computation
- Parallel computing
- Production and manufacturing
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
11/4/2019 | 4/6/2021 | Parallel computing, Project management, Production and manufacturing, Systems engineering, Models of computation | Grant |
Application Date | 11/4/2019 |
|---|---|
Grant Date | 4/6/2021 |
Title | |
Related Topics | Parallel computing, Project management, Production and manufacturing, Systems engineering, Models of computation |
Status | Grant |
Latest Wealthsimple News
Sep 12, 2023
Customers can earn cash back on adult fares when paying with their Wealthsimple Cash card Sep 12, 202311:26 AM EDT 0 comments Wealthsimple is offering returns for customers who use the company’s Cash card on several public transit lines in Ontario. Eligible customers can earn four percent cash back every time they tap their virtual or physical card on a PRESTO machine. The following transit systems are included in the limited-time promotion: GO Transit, UP Express, Toronto Transit, Brampton Transit, Burlington Transit, Durham Region Transit, Hamilton Street Railway, MiWay in Mississauga, Oakville Transit, York Region Transit, and Ottawa’s Para Transpo. The promotion applies to a single adult fare and replaces the usual one percent cashback customers would typically receive on everyday payments. New and existing Cash card customers whose accounts with the company are in “good standing” can access the offer. The one percent continues to apply to other PRESTO transactions made on the card, including reloads, purchasing a new card, or buying an e-ticket, if eligible. The promotion will end on December 31st, 2023. Image credit: Shutterstock
Wealthsimple Frequently Asked Questions (FAQ)
When was Wealthsimple founded?
Wealthsimple was founded in 2014.
Where is Wealthsimple's headquarters?
Wealthsimple's headquarters is located at 860 Richmond St W, Toronto.
What is Wealthsimple's latest funding round?
Wealthsimple's latest funding round is Unattributed VC - II.
How much did Wealthsimple raise?
Wealthsimple raised a total of $712.38M.
Who are the investors of Wealthsimple?
Investors of Wealthsimple include Two Sigma Ventures, Technology Crossover Ventures, Greylock Partners, Meritech Capital Partners, Redpoint Ventures and 18 more.
Who are Wealthsimple's competitors?
Competitors of Wealthsimple include Human Interest, Blooom, ForUsAll, Wealthfront, Neo Financial and 13 more.
- Predict emerging trends
- See competitors' playbooks
- Stalk the smart money
- Identify tomorrow's challengers
- Spot growing industries
- Kill analyst data work
Compare Wealthsimple to Competitors
Betterment operates a financial advisory company. The platform offers digital investment solutions such as cryptocurrency investing, automated investing, financial planning, retirement planning, cash management services, and more. The company was founded in 2008 and is based in New York, New York.
SigFig operates as a financial technology company. It offers wealth management, retail banking, retirement planning, tax planning services, and more. The company was founded in 2006 and is based in San Francisco, California.
ForUsAll offers a platform enabling employers to provide a modern 401(k) plan to employees with access to cryptocurrency, financial wellness benefits, and low fees. The platform provides features such as direct investment into a range of cryptocurrency tokens, automated plan administration, auto-reconciling payroll integration, tracking and enrolling of eligible employees, and actionable financial insights. The company was founded in 2012 and is based in San Francisco, California.
Wacai operates as a fin-tech company. It develops an online personal financial management platform that provides users with wealth management services and credit solutions. The company was founded in 2009 and is based in Hangzhou, China.
Raisin provides a savings and investment marketplace. It allows users to compare savings products from banks and credit unions. The company also offers various tools to help users find savings products as per their needs. It was formerly known as SaveBetter. The company was founded in 2012 and is based in Berlin, Germany.
Human Interest offers retirement benefits to small and medium businesses enabling safer financial futures for their employees. Its built-in investment education and automatic portfolio rebalancing help employees save in simple steps. It also offers personalized investment advice. The company was formerly known as Captain401. It was founded in 2015 and is based in San Francisco, California.
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.
