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Trading / Browse Private Companies / 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
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

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

Frequently Asked Questions About Wealthsimple’s Stock

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Can you buy Wealthsimple stock?
Wealthsimple is not publicly traded on NYSE or NASDAQ in the U.S. To buy Wealthsimple stock 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 stock?
Yes, you can sell stock of a private company like Wealthsimple. Forge can help you sell your Wealthsimple stock in a way that works for you and the company. So if you are seeking liquidity, register with us today to get started.
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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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News Highlights

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.

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Updated on: Dec 10, 2023

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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.