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WealthBar
company
About
Online Financial Advice for Canadians
- Vancouver,British Columbia,Canada
- 11 - 50
Details
- Last Funding Type
- Seed
- Industries
- Finance,Financial Services,FinTech,Personal Finance
- Founded date
- Sep 1, 2012
- Number Of Employee
- 11 - 50
- Operating Status
- Active
- Legal Name
- Wealthbar Financial Services Inc.
WealthBar is building Canada's first online portfolio management services. This brings together technology, financial advice and expert portfolio management to make online investing simpler, easier and cheaper than the alternatives. The end result is Canada's very first completely online financial advisor service.
Funding Rounds
Number of Funding Rounds
Total Funding Amount
2
$5.50M
WealthBar has raised a total of
$5.50M
in funding over 2 rounds. Their latest funding was raised on
May 10, 2016 from a Series Unknown round.
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| May 10, 2016 | Series Unknown | $5.50M | 3 |
Nicola Wealth Management
|
— | Detail |
| Sep 24, 2013 | Seed | — | 3 | — | — | Detail |
Investors
Number of Lead Investors
Number of Investors
1
5
WealthBar is funded by 5 investors.
Nicola Wealth Management
and Howard Atkinson
are the most recent investors.
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
Nicola Wealth Management
|
Yes | Series Unknown |
Howard Atkinson
|
— | Series Unknown |
Paul Geyer
|
— | Series Unknown |
Ed Levinson
|
— | Seed |
Full Stack
|
— | Seed |
Employee Profiles
Number of Employee Profiles
9
WealthBar has 9 current employee profiles, including
Board member Gary Yurkovich
Board member
Executive
Advisor
Executive
Employee
Acquisition
WealthBar has acquired 1 organizations. Their most recent acquisition was Snap Projections on Oct 21, 2019. They acquired Snap Projections for 0.
|
Date
Company Name
|
Industry | Acquisition Type | Price | |
|---|---|---|---|---|
|
Oct 21, 2019
Snap Projections
|
Financial Services | acquisition | — | Detail |
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