Wealthsimple
Smart investing and saving for Canadians.
About Wealthsimple
Canada's leading consumer fintech — robo-advising, crypto, options trading, tax filing. 3M+ clients, $50B+ AUM.
Pitch deck breakdown
How Wealthsimple would pitch themselves.
Target customer
Canadians — the core audience Wealthsimple's product is built around.
Problem they solve
Canada's leading consumer fintech — robo-advising, crypto, options trading, tax filing. 3M+ clients, $50B+ AUM. The category has historically been served by tools that miss the modern workflow this product is built around.
Key differentiator
Wealthsimple differentiates on smart investing and saving for canadians. Backed by Power Corporation + Allianz X, $900M+ raised — the company has resources + validation to compound this thesis. Founded by Michael Katchen + team.
Go-to-market strategy
Late-stage scale — global enterprise sales force, channel + reseller partnerships, vertical-specific go-to-market motions. Focus on land-and-expand within existing accounts + international expansion.
Company facts
- Category
- Fintech
- Funding stage
- Series F
- Total raised
- $900M+
- Founded
- 2014
- Team size
- 1001+
- HQ
- Toronto
- Country
- Canada
- Website
- wealthsimple.com
Founders of Wealthsimple
- Michael Katchen
- Brett Huneycutt
- Rudy Adler
Investors backing Wealthsimple
- Power Corporation
- Allianz X
Frequently asked questions
What does Wealthsimple do?
Canada's leading consumer fintech — robo-advising, crypto, options trading, tax filing. 3M+ clients, $50B+ AUM.
Where is Wealthsimple based?
Wealthsimple is based in Toronto, Canada.
When was Wealthsimple founded?
Wealthsimple was founded in 2014.
How much has Wealthsimple raised?
Wealthsimple has raised $900M+ in their Series F round.
Who founded Wealthsimple?
Wealthsimple was founded by Michael Katchen, Brett Huneycutt, Rudy Adler.
Who has invested in Wealthsimple?
Wealthsimple is backed by Power Corporation, Allianz X.