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Secondary Marketplace / Trade Private Companies / Buy and Sell Wealthsimple Stock

Wealthsimple Stock

wealthsimple.comFinTech / Other FintechFounded: 2014Funding to Date: $188.98MM

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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Wealthsimple investors also invested in these private companies

Redpoint Ventures
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Plus Capital
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Two Sigma Ventures
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Bryker Capital
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Canadian Technology Accelerator

Team

Management Team

Michael Katchen
Co-Founder & Chief Executive Officer
Leen Li
Chief Executive Officer, Wealthsimple Foundation
Aimee Fearon
Chief Financial Officer
Radhika Kakkar
Chief Operating Officer
Karney Li
Chief Technology Officer
Ben Reeves
Chief Investment Officer
Blair Wiley
Chief Legal Officer
Rudy Adler
Co-Founder & Chief Marketing Officer
Marina Harris
Chief People Officer
Robyn Ross
Chief Core Operations Officer & Head of Trade
Paul Teshima
Chief Client Experience Officer & Head of Invest
Brett Huneycutt
Co-Founder & Chief Product Officer
Som Seif
Co-Founder

Board Members

Adam Felesky
Portage Ventures
David Yuan
TCV
Max Motschwiller
Meritech Capital Partners
Natalie Wolfsen
Wealthsimple
Nazim Cetin Ph.D
Allianz X
Paul Desmarais III
Power Financial

Wealthsimple stock FAQs

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Can you buy Wealthsimple stock?

As Wealthsimple is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private company like Wealthsimple, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not an accredited investor, discover how to begin the process to potentially qualify for new investment opportunities.
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How to buy Wealthsimple stock?

To invest in a private company like Wealthsimple through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)
  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
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Can you sell Wealthsimple stock?

Yes, you may be able to sell your Wealthsimple stock, subject to certain conditions. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company's interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
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How to sell Wealthsimple stock?

If you hold private company shares of - whether as an employee or an early investor - Forge can help you sell them.
  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your Wealthsimple stock on our platform.
  3. Work with your dedicated Private Market Specialist who'll help guide you through every step of the transaction.
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Is Wealthsimple a public company?

No, Wealthsimple is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
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What is Wealthsimple’s stock price?

Wealthsimple is a privately held company and therefore does not have a public stock price. However, you may access Wealthsimple’s private market stock price with Forge Data.
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What is Wealthsimple’s stock ticker symbol?

Wealthsimple does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

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Crowd Fundinsider 05/03/2021

Wealthsimple Secures $750 Million Through Latest Investment Round; Now Has Post-Money Valuation of $5 Billion

Click HERE to find out ⭐ Wealthsimple Secures $750 Million Through Latest Investment Round; Now Has Post-Money Valuation of $5 Billion. | Crowdfund Insider: Global Fintech News, including Crowdfunding, Blockchain and more.
Techcrunch 05/03/2021

Wealthsimple raises $610M at a $4B valuation – TechCrunch

Canadian fintech giant Wealthsimple has raised a new round of $750 million CAD (~$610 million) at a post-money valuation of $5 billion CAD (~$4 billion). The round was led by Meritech and Greylock, and includes funding from Inovia, Sagard and Redpoint, Two Sigma Ventures, TCV, as well as individual…
AltFi 10/16/2019

The Challenger: WealthSimple’s Toby Triebel - AltFi News

The Spotcap Co-Founder turned Wealthsimple’s European CEO on talent, growing the digital wealth manager’s European footprint, and breaking the final taboo.
Crowdfund_Insider 09/27/2019

Wealthsimple Announces Acquisition of Tax Software Company Simpletax

Canada-based fintech and global digital investing service, Wealthsimple announced this week it has acquired SimpleTax, a Canadian web-based tax preparation serv
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Updated on: Jul 26, 2024

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