Wealthsimple

Financial Software · Canada · 1K - 5K Employees

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Overview

Headquarters

80 Spadina Ave Fl 4, Toronto, Ontario, M...

Phone Number

(855) 255-9038

Revenue

$315.1 Million

Industry

Financial Software Finance Software Securities Trading
ZI Rank: 4
Signal Type
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May
ZI Rank
10
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4

About Wealthsimple

Wealthsimple is a Canadian financial technology company that provides a digital platform for investing, saving, trading, and managing personal finances. The company began as a simplified investing service and has since expanded into a broader financial ecosystem that includes commission-free stock and exchange-traded fund trading, automated investment portfolios, tax filing services, and digital banking-style products such as spending and savings accounts. Wealthsimple aims to make financial services more accessible by removing traditional barriers such as complex processes, high fees, and confusing financial jargon. It operates through an easy-to-use mobile and web platform designed to help individuals manage money efficiently and make informed financial decisions. The company positions itself as a modern alternative to traditional banks by offering integrated financial tools that support everyday spending as well as long-term wealth building. With a strong focus on simplicity, transpRead more
Wealthsimple's Social MediaPopular SearchesWealthsimple Technologies IncWealthsimpleWealthsimple IncWealthsimple Us LtdWEALTHSIMPLE UK LtdSIC Code 73,737NAICS Code 51,513Show more

Wealthsimple Org Chart

DA
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Founder & Chief Executive Officer

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Diederik Liere, Chief Technology Officer at Wealthsimple
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Chief Technology Officer

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TK
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Vice President, Head of Capital Markets and C...

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GM
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Operations Chief of Staff

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GM
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Chief of Staff

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AA
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Director, Chief of Staff

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KK
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Founder & President

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Diana McLachlan, Chief People Officer at Wealthsimple
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Chief People Officer

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JG
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Vice President, Engineering Product

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YK
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Vice President, Engineering

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthsimple

$315.1M
1K - 5K
Private
$1.4B
2014
DA
David AyresFounder & CEO
$6.2B
1K - 5K
Private
-
1997
$2B
1K - 5K
Public
-
1980
MT
Marco TuestaRegional Chief Financial Officer, Efg LATAM & Senior VP
$335.3M
501-1,000
Private
-
1998
NJ
Nancy JacksonVice President
$284M
201-500
Public
-
1962
GM
George MavroudisPresident & CEO
$141.8M
201-500
Private
-
1923
TS
Trevor ShortPresident I CEO
$68.8M
201-500
Private
-
1996
EC
Elmer ChamberlinChief Financial Officer
Illustration of an envelopeCompany Insights

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Wealthsimple is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Wealthsimple is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Wealthsimple.

Wealthsimple financials insights

Gather financial insights about Wealthsimple, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2015

Series A

$30M

2017

Series B

$37M

2018

Other Financing Round

$51.1M

2019

Unspecified

$74.5M

2020

Private Equity

$86.1M

2021

Other Financing Round

$610.9M

2025

Private Equity

$536.2M

See All Wealthsimple's Financials Insights

Wealthsimple Tech Stack

A closer look at the technologies used by Wealthsimple

Most Recent Scoops

Open Position
Open Position
Person-Based
Product Development, Finance, Financial Operations, Regulations
Person-Based
Financial Systems, Business Finance, Finance
Person-Based
Banking, Finance, Financial Operations
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Frequently Asked Questions Regarding Wealthsimple

What is Wealthsimple's official website?
Wealthsimple's official website is www.wealthsimple.com
What is Wealthsimple's Revenue?
Wealthsimple's revenue is $315.1 Million
What is Wealthsimple's SIC code?
Wealthsimple's SIC: 73,737
What is Wealthsimple's NAICS code?
Wealthsimple's NAICS: 51,513
How many employees does Wealthsimple have?
Wealthsimple has 1K - 5K employees
What industry does Wealthsimple belong to?
Wealthsimple is in the industry of: Financial Software, Finance, Software
What is Wealthsimple competition?
Wealthsimple top competitors include: Sterling Mutuals, DundeeWealth Inc., EFG, Guardian Capital Group
What companies has Wealthsimple acquired?
Wealthsimple has acquired the companies: Fey Labs
What technology does Wealthsimple use?
Some of the popular technologies that Wealthsimple uses are: Freshservice, Zingfit, Backbone.js, Mixpanel
Who is the CTO of Wealthsimple?
Wealthsimple's CTO is Diederik Liere
How do I contact Wealthsimple?
Wealthsimple contact info: Phone number: (855) 255-9038 Website: www.wealthsimple.com
What does Wealthsimple do?

Wealthsimple is a Canadian financial technology company that provides a digital platform for investing, saving, trading, and managing personal finances. The company began as a simplified investing service and has since expanded into a broader financial ecosystem that includes commission-free stock and exchange-traded fund trading, automated investm... ent portfolios, tax filing services, and digital banking-style products such as spending and savings accounts. Wealthsimple aims to make financial services more accessible by removing traditional barriers such as complex processes, high fees, and confusing financial jargon. It operates through an easy-to-use mobile and web platform designed to help individuals manage money efficiently and make informed financial decisions. The company positions itself as a modern alternative to traditional banks by offering integrated financial tools that support everyday spending as well as long-term wealth building. With a strong focus on simplicity, transparency, and user experience, Wealthsimple serves millions of customers and manages substantial assets under administration, making it one of the prominent players in the digital finance and fintech industry.Read More

What are Wealthsimple social media links?
Wealthsimple Linkedin page Wealthsimple Twitter page Wealthsimple Facebook page
Who invested in Wealthsimple?
Wealthsimple has 41 investors including Roger Martin, Impression Ventures, David Ossip and Joe Canavan.
Is Wealthsimple a public company?
Wealthsimple is private company therefore does not currently have an official ticker symbol
See more information about Wealthsimple

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