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Wealthsimple

WE
FintechTorontoFounded 2014Website@wealthsimple
#115 by valuation

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.
RoundAnnouncedRaisedPost-money
Series EOct 27, 2025$393.1M$7.1B
Series BMay 3, 2021$610.8M$4.1B
GrowthOct 14, 2020$86.7M$1.1B
GrowthMay 22, 2019$74.4M—
GrowthFeb 22, 2018$51.1M—
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Investors
16 investors across all rounds.
  • GR
    Greylock
  • DI
    Dragoneer Investment Group
  • TC
    TCV
  • AX
    Allianz X
  • MC
    Meritech Capital Partners
  • CI
    CPP Investments
  • GI
    GIC
  • IC
    ICONIQ Capital
  • TS
    Two Sigma Ventures
  • PF
    Power Financial Corporation
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Secondary market activity
Recent buy and sell interest for Wealthsimple shares on the secondary market.
KindImplied valuationPrice / shareDate
Quote$7.3B—Oct 1, 2025
Quote$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.