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
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Sectors
Technology
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Wealthbar Financial Services Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$4.26 M (USD)
in 1 rounds
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Latest Funding Round
$4.26 M (USD), Series A
May 09, 2016
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Investors
CI Financial
& 1 more
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Employee Count
Not available
- Investments & Acquisitions
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Acquired by
CI Financial
(Dec 14, 2018)
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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.
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 |
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Offers wealth management services and invests in growth-equity companies through funds.
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Wealth management and asset management advisory services are provided.
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Investor details for WealthBar
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
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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.
Investment portfolio details for WealthBar
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Retirement planning software is offered to financial advisors.
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Complete acquisition details for WealthBar
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
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- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - WealthBar
Detailed financials for WealthBar
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Wealthbar Comparisons
Peer comparison for WealthBar
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
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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 year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Online robo advisory and stock trading services are provided.
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Fully managed investment account.
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AI-driven portfolios are adapted to global economic changes for users.
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Financial advisory and investment services are offered to individuals online.
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Automated financial advice is offered for US asset investments.
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Detailed competitors of WealthBar
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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- Full company profiles
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Verified entity values are shown only after access is granted.
Latest news on Wealthbar
Complete news archive for WealthBar
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- Older coverage
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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.
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.