Wealthsimple
PrivateLast Round
Series E
Oct 27, 2025
Est. Valuation
$7.15B
Total Funding Raised
$1.41B
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Wealthsimple is a fintech company that offers an accessible and affordable financial advisory and trading platform, empowering users to achieve financial freedom through low-cost investing services and a globally diversified portfolio of index funds.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance, Digital Banking, Crypto Exchanges
Business Model
B2C
Customer Profile
Payment Processing Fee, Revenue Share, Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealthsimple Comparables
Compare Wealthsimple with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Questrade Financial Group | 86% | |
| Wealthfront | 77% | |
| Robinhood | 75% | |
Wealthsimple Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E | Oct 27, 2025 | ||||
| Series E | Oct 27, 2021 | ||||
| Series D | May 3, 2021 | ||||
| VC Round | Oct 14, 2020 | ||||
| Growth Equity | May 22, 2019 | ||||
Growth Equity | Feb 21, 2018 |
Key People
Founding team and executive leadership
Wealthsimple Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| CPP Investments | Series E |
| DST Global | Series D |
| ICONIQ Capital | Series E, Series D |
| Greylock Partners | Series E, VC Round, Series D |
| Plus Capital | Series D |
| IGM Financial | Series E, Series D |
| TCV | Series D, VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 15, 2026
Grew 16% QoQ, from 1,989 to 2,308 employees.
- Apr 23, 2026
Speaking at the QA Financial Forum Toronto 2026.
Wealthsimple Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Appears On
Curated lists and screens where this company is featured.
Frequently Asked Questions
Common questions about Wealthsimple's valuation, stock price, and market status.