Wealthsimple
PrivateLast Round
Series E
Oct 27, 2025
Est. Valuation
$7.15B
Total Funding Raised
$341.1M
Momentum Score
25 /100
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
Investment Platforms, Wealth Management, Digital Banking, Crypto Exchanges
Business Model
B2C
Customer Profile
Payment Processing Fee, Freemium, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealthsimple Comps
Public and private peers based on sector, stage, and business model.
Wealthsimple Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E | Oct 27, 2025 | ||||
| Series E | Oct 27, 2025 | ||||
| Series D | May 3, 2021 | ||||
| VC Round | Oct 14, 2020 | ||||
| Series D | May 22, 2019 | ||||
VC Round | 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 | 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.
- Apr 23, 2026
Speaking at the QA Financial Forum Toronto 2026.
- Apr 21, 2026
Seeking mortgage brokerage license in Quebec for new offering.
Wealthsimple Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about Wealthsimple's valuation, stock price, and market status.
