About WealthyPlanet
WealthyPlanet is a company based in Burlington (Canada) founded in 2018 by Paul Ianazzo, John Podlewski, and Aaron Muir Hamilton. WealthyPlanet operates in a competitive market with competitors including Facet, Purpose Unlimited, iA Private Wealth, IG Wealth Management and RetireWare, among others.
- Headquarter Burlington, Canada
- Founders Paul Ianazzo, John Podlewski, Aaron Muir Hamilton
- SectorsTechnology
- Email••••••••
- Website wealthyplanet.com
- Social LinkedIn X Facebook
Funding Insights of WealthyPlanet
- Total Rounds 1
All 1 funding rounds of WealthyPlanet 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 |
|---|---|---|---|---|---|
| Mar 2020 | – | Seed | – | – | – |
People of WealthyPlanet
8 people are tracked at WealthyPlanet (7 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Paul Ianazzo | Co-Founder | Leadership |
John Podlewski | Co-Founder & CEO | Leadership |
Aaron Muir Hamilton | Co-Founder | Leadership |
Vishwa Mootooveeren MBA CPA CMA | CFO | Leadership |
John R. Podlewski | Founder & CEO | Leadership |
Eric P. | Chief Operating Officer | Leadership |
Cyrus Mistry | Investor & Advisory Chief Product Officer | Leadership |
Vikki Dixon | Financial Modeller | Team |
Complete people profiles for WealthyPlanet
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of WealthyPlanet
2 dated milestones of WealthyPlanet across 2 years, from founding to its latest funding, stage changes and deals.
- Founded WealthyPlanet is founded.
- Funding First funding round.
Competitors of WealthyPlanet
WealthyPlanet 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 Facet, Purpose Unlimited, iA Private Wealth, IG Wealth Management and RetireWare, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| facet.com | 1991 | Vancouver, Canada | $40.23M | 267 | User-generated videos are streamed online via the Facet platform. | |
| purpose-unlimited.com | 2012 | Toronto, Canada | $42.05M | 30 | Wealth management services are provided by Purpose Unlimited in Toronto. | |
| iaprivatewealth.ca | 2002 | Montreal, Canada | – | – | Provides comprehensive wealth planning, investment advice, and tax strategies for individuals. | |
| ig.ca | 1926 | Winnipeg, Canada | – | – | Online financial advice and planning services are provided. | |
| retireware.com | 1994 | Montreal, Canada | – | – | Retirement planning is enabled through financial management and investment allocation. | |
| planeasy.ca | 2017 | London, Canada | – | – | Financial planning services are provided via an online platform. | |
| cascadesfs.com | 2016 | Ingersoll, Canada | – | 4 | Cloud-based retirement and estate planning platform is provided. |
Detailed competitors of WealthyPlanet
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.
Latest news on Wealthyplanet
Complete news archive for WealthyPlanet
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 WealthyPlanet
10 companies that operate in the same segment as WealthyPlanet (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 WealthyPlanet
WealthyPlanet was founded in 2018 and raised its 1st funding round 2 years after it was founded.
WealthyPlanet is headquartered in Burlington, Canada. It is registered at Burlington, Ontario, Canada.
John Podlewski is the current CEO of WealthyPlanet. They have also founded this company.
WealthyPlanet was founded in 2018 and is based in Burlington, Canada. Operations focus on the financial services sector, where online AI-driven tools are utilized to support users in building and managing short-term and long-term debt. Comprehensive financial plans are created, and guidance for monthly savings is delivered through the platform. The company serves individuals seeking structured financial oversight.
WealthyPlanet's top competitors include Facet, Purpose Unlimited and IG Wealth Management.