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Wealthsimple

Wealthsimple

Wealthsimple is a Toronto-based robo-advisor founded by Mike Katchen.

OverviewStructured DataIssuesContributors
Is a
Organization
Organization
Company
Company
AngelList URL
angel.co/wealthsimple
B2X
B2C
B2C
Blog
wealthsimple.com/magazine
Board of Directors
‌
Nazim Cetin
0
Michael Katchen
Michael Katchen
0
‌
Natalie Wolfsen
0
Som Seif
Som Seif
0
Paul Desmarais III
Paul Desmarais III
0
‌
Max Motschwiller
0
Brett Huneycutt
Brett Huneycutt
0
David Zhang
David Zhang
0
‌
Rhonda Goldberg
0
Business Model
Transaction processing / marketplace
CEO
Michael Katchen
Michael Katchen
0
CFO
Aimee Fearon
Aimee Fearon
0
CIK Number
1,915,565
Legal Name
Wealthsimple Technologies Inc.
Company Operating Status
Active
0
Strategic Partnerships
Wealth Simple and Starling Bank strategic partnership
Wealth Simple and Starling Bank strategic partnership
Competitors
Neo Financial
Neo Financial
M1 Finance
M1 Finance
Possible Finance
Possible Finance
FutureFuel.io
FutureFuel.io
OpenInvest
OpenInvest
COO
Radhika Kakkar
Radhika Kakkar
0
Country
United States
United States
Canada
Canada
Crunchbase URL
crunchbase.com/organiz...thsimple
CTO
‌
Karney Li
0
Date Incorporated
September 2014
Email Address
support@wealthsimple.com
privacy@wealthsimple.com
Facebook URL
@wealthsimple
Former CEO
Michael Katchen
Michael Katchen
Mike Katchen
Mike Katchen
Founded Date
2014
Founder
Brett Huneycutt
Brett Huneycutt
Mike Katchen
Mike Katchen
Som Seif
Som Seif
Rudy Adler
Rudy Adler
Full Address
860 Richmond Street West 3rd Floor Toronto, Ontario M6J 1C9 Canada
80 Spadina Avenue, 4th Floor Toronto, ON M5V 2J4
20 Jay Street, Suite 928 Brooklyn, NY 11201
Headquarters
Toronto
Toronto
Industry
‌
Advisory
Financial inclusion
Financial inclusion
Wealth management
Wealth management
Finance
Finance
‌
Financial management
Financial services
Financial services
Investment management
Investment management
Personal finance
Personal finance
Financial technology
Financial technology
Technology
Technology
•••
Instagram URL
instagram.com/wealthsimple/
Investors
Inovia Capital
Inovia Capital
Power Financial
Power Financial
Allianz X
Allianz X
‌
Roger Martin (entrepreneur)
Impression Ventures
Impression Ventures
Power Financial Corporation
Power Financial Corporation
Portage Ventures
Portage Ventures
0
Greylock
Greylock
Meritech Capital Partners
Meritech Capital Partners
Plus Capital
Plus Capital
•••
Key People
Radhika Kakkar
Radhika Kakkar
Aimee Fearon
Aimee Fearon
Latest Funding Round Date
May 3, 2021
Latest Funding Round Amount (USD)
610,000,000
Latest Funding Type
Series B
Series B
Legal classification
Privately held company
Privately held company
LinkedIn URL
@companies/wealthsimple
Location
Ontario
Ontario
Brooklyn
Brooklyn
Canada
Canada
Toronto
Toronto
New York City
New York City
Number of Employees
250
Number of Employees (Ranges)
201 – 500
Patents Assigned (Count)
2
Phone Number
+18552559038
Pitchbook URL
pitchbook.com/profiles.../97519-69
Subsidiary
SimpleTax
SimpleTax
Total Funding Amount (USD)
901,382,000
Twitter URL
@Wealthsimple
Official Website
wealthsimple.com
Wellfound ID
wealthsimple
Wikidata ID
Q24521620
YouTube Channel
youtube.com/c/wealthsimple/

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