About WealthBar
WealthBar is a company based in Vancouver (Canada) founded in 2012 was acquired by CI Financial in December 2018. WealthBar has raised $4.26 million across 1 funding round from investors including CI Financial and Nicola Wealth. WealthBar has completed 1 acquisition, including Snap Projections. WealthBar offers products and services including Investing Platform and Trading Platform. WealthBar operates in a competitive market with competitors including Wealthsimple, Nest Wealth, Responsive, Investia Financial Services and Quiena, among others.
- Headquarter Vancouver, Canada
- SectorsTechnology
- Website wealthbar.com
- Social LinkedIn X Facebook
- Acquired by CI Financial (Dec 2018)
- Legal Name Wealthbar Financial Services Inc.
- Total Equity Funding$4.26M (USD)
in 1 rounds
- Latest Funding Round$4.26M (USD), Series A
May 2016
- InvestorsCI Financial
& 1 more
- Investments & Acquisitions
- Acquired byCI Financial
(Dec 2018)
Products & Services of WealthBar
WealthBar offers a comprehensive portfolio of products and services, including Investing Platform and Trading Platform.
Platform for managed investments and personalized financial advice
Tools for self-directed trading with low fees and execution
Funding Insights of WealthBar
WealthBar has successfully raised a total of $4.26M through 1 strategic funding round. The most recent funding activity was a Series A round of $4.26 million completed in May 2016. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $4.26M
- Total Rounds 1
- Last Round Series A — $4.26M
- First Round $4.26M
(May 2016)
- Investors Count 1
All 1 funding rounds of WealthBar with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2016 | $4.26M | Series A | – | Nicola Wealth | – |
2 investors in total: 2 institutional.
Investors in WealthBar
WealthBar has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include CI Financial and Nicola Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Offers wealth management services and invests in growth-equity companies through funds. | 1994 | nicolawealth.com | Vancouver, Canada | |
Wealth management and asset management advisory services are provided. | 1965 | cifinancial.com | Toronto, Canada |
Investor details for WealthBar
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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Investments & Acquisitions by WealthBar
WealthBar has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Snap Projections.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Retirement planning software is offered to financial advisors. | snapprojections.com | Edmonton, Canada | 2014 | Oct 2019 | •••• |
Complete acquisition details for WealthBar
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
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Timeline of WealthBar
4 dated milestones of WealthBar across 7 years, from founding to its latest funding, stage changes and deals.
- Founded WealthBar is founded.
- Funding First funding round of $4.3M.
- Exit Acquired by CI Financial.
- Acquisition Acquires Snap Projections.
Competitors of WealthBar
WealthBar operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Wealthsimple, Nest Wealth, Responsive, Investia Financial Services and Quiena, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| wealthsimple.com | 2014 | Toronto, Canada | $1.29B | 1,251 | Online robo advisory and stock trading services are provided. | |
| nestwealth.com | 2014 | Toronto, Canada | $5.95M | – | Fully managed investment account. | |
| responsive.ai | 2015 | Vancouver, Canada | $6.9M | – | AI-driven portfolios are adapted to global economic changes for users. | |
| investia.ca | 1988 | Quebec, Canada | – | – | Financial advisory and investment services are offered to individuals online. | |
| quiena.com | 2015 | Buenos Aires, Argentina | $1.66M | – | Automated financial advice is offered for US asset investments. | |
| modernadvisor.ca | 2013 | Vancouver, Canada | $2.2M | – | Personalized ETF investment portfolios are built and managed automatically. | |
| qara.ai | 2014 | Seoul, South Korea | $3M | – | AI-enabled robo advisory for wealth management is provided. | |
| cidirectinvesting.com | 2020 | Vancouver, Canada | – | – | Online platform for investing, trading, and saving with low fees and tools. |
Detailed competitors of WealthBar
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of WealthBar
The website of WealthBar (wealthbar.com) receives about 1.8K visits a month.
- Monthly visits1.8K
Websites whose visitors overlap most with WealthBar. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| nestwealth.com | 100% | 5.1K | #3,848,903 | View details | |
online.wsj.com | online.wsj.com | 94% | – | – | – |
| fidelity.com | 93% | 129.5M | #275 | View details | |
| ml.com | 91% | 15.7M | #3,283 | View details | |
| bankofamerica.com | 91% | 113.9M | #258 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 28 similar websites and full traffic analytics for WealthBar
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- 28 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Wealthbar
Complete news archive for WealthBar
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to WealthBar
10 companies that operate in the same segment as WealthBar (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about WealthBar
WealthBar was founded in 2012 and raised its 1st funding round 4 years after it was founded.
WealthBar is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.
WealthBar is a funded company, having raised a total of $4.26M across 1 funding round to date. The company's 1st funding round was a Series A of $4.26M, raised on May 2016.
WealthBar was founded in 2012 in Vancouver, Canada, and operates within the financial services sector. Portfolio management and advisory services are delivered through an online platform that provides automated investment advice. Human advisors are utilized to address complex client needs, such as insurance, taxes, and savings strategies. The service focuses on accessible financial guidance for individual investors across Canada.
WealthBar's top competitors include Wealthsimple, Responsive and Investia Financial Services.
WealthBar offers Investing Platform and Trading Platform.
WealthBar has made 1 acquisition, including Snap Projections.
WealthBar has 2 investors. Key investors include CI Financial, and Nicola Wealth.
WealthBar operates through Wealthbar Financial Services Inc..
Yes. WealthBar was acquired by CI Financial in December 2018.