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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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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Will Wealthsimple go IPO?

Wealthsimple has not yet filed for an IPO. However, it's important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or through mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2024.

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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 pre-IPO?

Wealthsimple is privately held company and is not publicly traded, therefor investing in Wealthsimple pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to invest in private companies before their potential IPO. If you are not an accredited investor, discover how to begin the the process to potentially qualify for new investment opportunities.

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What is the value of my Wealthsimple shares?

To determine the value of your Wealthsimple shares, create a free account to gain access to Forge’s platform. Forge Markets contains pricing information for hundreds of pre-IPO companies. A Private Market Specialist will also be available to assist you with any inquiries related to your Wealthsimple shares. You can also learn more about how to sell your private shares before getting started.

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Can you sell Wealthsimple before it goes public?

Yes, you can seek to sell shares in Wealthsimple while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market 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
TCV
Greylock Partners
Meritech Capital Partners
ICONIQ Capital
Eldridge
Inovia Capital
Base10 Partners
Alkeon Capital Management
C100
W Investments Group
Plus Capital
Sagard
STEADFAST Capital Ventures
Two Sigma Ventures
Allianz X
Bryker Capital
Maple Leaf Angels
Portage Ventures
Power Corporation of Canada
Power Financial
OneEleven
Canadian Technology Accelerator
Updated on: Jul 26, 2024

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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.