Founded in September 2014 by Michael Katchen with the mission to help everyone achieve financial freedom, no matter who they are or how much they have, Wealthsimple is a Canadian online investment management company based in Toronto with over $15 billion AUM and 2 million users offering a range of financial services designed to be simple, transparent, and low-cost.

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Learn more about Wealthsimple

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What is Wealthsimple's IPO price?

The IPO price for Wealthsimple will be known only if it becomes public. However, you may access the "Price At Last Round" and the "Implied EV" for publicly traded comparable companies with Forge Data.
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Can you invest in Wealthsimple?

Wealthsimple is a privately held company and is not publicly traded on NYSE or NASDAQ in the U.S. To buy pre-IPO shares of a private company, you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.

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Can you sell Wealthsimple shares pre-IPO?

If you own Wealthsimple pre-IPO shares and are considering selling, you can find what your shares could be worth on Forge’s secondary marketplace.

Our Private Market Specialists are available to answer any questions you might have and can help connect you with a buyer from our network of 125,000 accredited investors and institutions. You can also learn more about how to sell your private shares before getting started.

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Is Wealthsimple a publicly traded company?

Wealthsimple is a private company and not publicly traded.

If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.

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What is Wealthsimple's funding to date?

Wealthsimple has raised $188.98MM to date.
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When was Wealthsimple founded?

Wealthsimple was founded in 2014.

Who are Wealthsimple's major investors?

Redpoint Ventures
Dragoneer Investment Group
Greylock Partners
Meritech Capital Partners
ICONIQ Capital
Inovia Capital
Base10 Partners
Alkeon Capital Management
W Investments Group
Plus Capital
STEADFAST Capital Ventures
Two Sigma Ventures
Allianz X
Bryker Capital
Maple Leaf Angels
Portage Ventures
Power Corporation of Canada
Power Financial
Canadian Technology Accelerator
Updated on: Jun 14, 2024


Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.