Wealthsimple
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Location
Headquarters: Toronto, Ontario, Canada, North America
Region: Ontario
Country: CA
Continent: North America
About
Wealthsimple is a Canadian fintech that offers smart investing products, chequing and savings accounts, a credit card, and advisory services to help individuals grow and manage wealth. It provides self-directed investing with stocks, ETFs, options, crypto, and margin, along with professionally managed portfolios and access to financial planning guidance. The company operates primarily in Canada with services that include USD savings, tax-advantaged accounts, and educational resources for personal finance. Wealthsimple positions itself as a more accessible, low-cost alternative to traditional banks and investment firms, combining everyday banking with investment and wealth management.
Wealthsimple is a Canadian fintech company that provides digital investment management, banking, and financial planning services to individual consumers. Its platform offers automated portfolios, self-directed trading, and everyday banking products like chequing accounts and credit cards. The company targets retail investors seeking accessible and low-cost wealth management solutions.
Wealthsimple Technologies Inc.
2014
for_profit
active
Industries
Primary Industry: Finance
Categories
Funding & Financials
Private Equity
1100000000
200m-1b
private
Investors
Founders
Brett Huneycutt
Mike Katchen
Rudy Adler
Som Seif
Leadership
Mike Katchen — Co-founder & CEO
Rudy Adler — Co-Founder & CPO/CMO
Justin Bull — Staff Software Engineer
Hanna Zaidi — Chief Compliance Officer
Nidhi Gurnani — Lead Product Manager, Invest
Peter Kruzlics — Software Engineer
Joonas Virtanen — Design Manager
Max Motschwiller — board_member
Technology Stack
Products
Chequing Account: A no-monthly-fee chequing account offering interest and cashback on spending, with access to ATMs across Canada and fee reimbursements.
Self-directed Investing: A platform allowing users to trade stocks, ETFs, options, and cryptocurrencies with low fees and full control over their trades.
Managed Investing: A service offering professionally managed, customizable investment portfolios tailored to individual financial goals.
Financial Advisory Services: Personalized financial advice and planning services provided by licensed fiduciary advisors for clients with significant assets.
Cryptocurrency Trading and Staking: A regulated platform for buying, selling, transferring, and staking over 100 cryptocurrencies with insurance coverage and competitive fees.
Registered Accounts: Various tax-advantaged and registered accounts including RRSP, TFSA, FHSA, RESP, and others for retirement, education, and home savings.
Funding rounds
Series E · $393.08M · (2025-10-27) · Lead: Dragoneer Investment Group,GIC
Secondary Market · $142.94M · (2025-10-27)
Series B · $610.77M · (2021-05-03) · Lead: Greylock,Meritech Capital Partners