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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What is Wealthsimple's ticker symbol?

Wealthsimple does not currently have an official ticker symbol because this company is still private. Register today to connect with our Private Market Specialists and learn more about new pre-IPO investment opportunities.

What is Wealthsimple's stock price?

The stock price for Wealthsimple will be known as it becomes public. Here are similar public companies: Paypal (NAS: PYPL), Robinhood (NAS: HOOD), E-Trade (NAS: ETFC), Tradeweb (NAS: TW).

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

Learn more about Wealthsimple

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What is Wealthsimple funding to date?

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

Wealthsimple was founded in 2014.
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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 share 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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Updated on: Jun 12, 2022