Wealthsimple
WE
Wealthsimple is a Canadian financial technology company that provides an app for investing and personal finance. Products include automated portfolio management, self-directed brokerage accounts, crypto trading, a cash account, and tax filing software. It serves primarily Canadian retail investors who want to manage money online.
Founded by Michael Katchen (Co-founder, CEO), Brett Huneycutt (Co-founder, CPO), Rudy Adler (Co-founder, CMO)
Blended valuation$7.1B$7.3B secondary
Valuation history
Weekly blended valuation with priced funding rounds marked on the timeline.
$7.6B
blended valuationfunding round
May 31, 2021$3.5BOct 5, 2026
All rounds
9 funding rounds, newest first.
| Round | Announced | Raised | Post-money |
|---|---|---|---|
| Series E | Oct 27, 2025 | $393.1M | $7.1B |
| Series B | May 3, 2021 | $610.8M | $4.1B |
| Growth | Oct 14, 2020 | $86.7M | $1.1B |
| Growth | May 22, 2019 | $74.4M | — |
| Growth | Feb 22, 2018 | $51.1M | — |
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Investors
16 investors across all rounds.
- GRGreylock
- DIDragoneer Investment Group
- TCTCV
- AXAllianz X
- MCMeritech Capital Partners
- CICPP Investments
- GIGIC
- ICICONIQ Capital
- TSTwo Sigma Ventures
- PFPower Financial Corporation
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Secondary market activity
Recent buy and sell interest for Wealthsimple shares on the secondary market.
| Kind | Implied valuation | Price / share | Date |
|---|---|---|---|
| $7.3B | — | Oct 1, 2025 | |
| $7.1B | — | Jun 1, 2025 |
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Data as of Oct 15, 2026. Valuations are estimates blended from primary and secondary-market signals — not investment advice.
