WealthBar - Crunchbase Company Profile & Funding

Q: Where is WealthBar's headquarters?

WealthBar is located in Vancouver, British Columbia, Canada.

Q: Who invested in WealthBar?

WealthBar has 5 investors including Paul Geyer And Nicola Wealth Management.

Q: When was the last funding round for WealthBar?

WealthBar closed its last funding round on obfuscated from a Venture - Series Unknown round.

Q: How much funding has WealthBar raised to date?

WealthBar has raised obfuscated.

Overview

WealthBar

Total Funding

obfuscation

Heat Score

Company Performance Metrics

Score

Trend

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About WealthBar

CB Rank

462393

Online Financial Advice for Canadians

Acquired by

CI Financial

Founded

obfuscation

Private

Venture - Series Unknown

Vancouver, British Columbia, Canada

11-50

www.wealthbar.com

Advice

Finance

Financial Services

FinTech

Mobile Apps

Trading Platform

Funding Rounds

Venture - Series Unknown

OBF

obfuscation

Seed

OBF

obfuscation

Key People

David Dyck: Financial Advisor & Associate Portfolio Manager
Christoffer Johansen: Software Developer

Details

Legal Name

Wealthbar Financial Services Inc.

Operating Status

Closed

Company Type

For Profit

Founders

Christopher Nicola, Tea Nicola

About the Company

WealthBar is building Canada's first online portfolio management services. This brings together technology, financial advice and expert portfolio management to make online investing simpler, easier and cheaper than the alternatives. The end result is Canada's very first completely online financial advisor service.

Phone Number

1-888-373-7674

Contact Email

chris.nicola@wealthbar.com

Predictions & Insights

Products & Services

CI Direct Investing

An automated investment and savings platform offering professional advice, investment management, and a variety of account types to help users meet their financial goals.

ETF Portfolios

Investment portfolios that provide global opportunities with low fees.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Venture Round - WealthBar	3	obfuscated obfuscation	Nicola Wealth Management	Venture - Series Unknown
obfuscated obfuscation	Venture Round - WealthBar	3	obfuscated obfuscation	Nicola Wealth Management	Venture - Series Unknown
obfuscated obfuscation	Venture Round - WealthBar	3	obfuscated obfuscation	Nicola Wealth Management	Venture - Series Unknown
obfuscated obfuscation	Venture Round - WealthBar	3	obfuscated obfuscation	Nicola Wealth Management	Venture - Series Unknown
obfuscated obfuscation	Venture Round - WealthBar	3	obfuscated obfuscation	Nicola Wealth Management	Venture - Series Unknown

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Venture Round - WealthBar	3	obfuscated obfuscation	Nicola Wealth Management	Venture - Series Unknown
obfuscated obfuscation	Venture Round - WealthBar	3	obfuscated obfuscation	Nicola Wealth Management	Venture - Series Unknown
obfuscated obfuscation	Venture Round - WealthBar	3	obfuscated obfuscation	Nicola Wealth Management	Venture - Series Unknown
obfuscated obfuscation	Venture Round - WealthBar	3	obfuscated obfuscation	Nicola Wealth Management	Venture - Series Unknown
obfuscated obfuscation	Venture Round - WealthBar	3	obfuscated obfuscation	Nicola Wealth Management	Venture - Series Unknown

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Paul Geyer	No	Venture Round - WealthBar	—
Paul Geyer	No	Venture Round - WealthBar	—
Paul Geyer	No	Venture Round - WealthBar	—
Paul Geyer	No	Venture Round - WealthBar	—
Paul Geyer	No	Venture Round - WealthBar	—