
wealthsimple
PrivateLast Round
Series E
10/27/2025
Last Round Size
$393M
Est. Valuation
$7.1B
Total Funding Raised
$494.1M
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: Investment
Historical Pricing
Historical view of private secondary pricing and transaction trends.
wealthsimple Comps
Related companies by embedding similarity.
wealthsimple Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E | 10/27/2025 | ||||
| Series E | 10/27/2025 | ||||
| Series D | 5/3/2021 | ||||
| VC Round | 10/14/2020 | ||||
| Series D | 5/22/2019 | ||||
VC Round | 2/21/2018 |
wealthsimple Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
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