Wealthsimple
PrivateLast Round
Series E
Oct 27, 2025
Est. Valuation
$7.15B
Total Funding Raised
$1.41B
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Wealthsimple is a fintech company that offers an accessible and affordable financial advisory and trading platform, empowering users to achieve financial freedom through low-cost investing services and a globally diversified portfolio of index funds.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance, Digital Banking, Crypto Exchanges
Business Model
B2C
Customer Profile
Payment Processing Fee, Revenue Share, Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealthsimple Comparables
Compare Wealthsimple with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Questrade Financial Group | 86% | |
| Wealthfront | 77% | |
| Robinhood | 75% |
Wealthsimple Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E | Oct 27, 2025 | ||||
| Series E | Oct 27, 2021 | ||||
| Series D | May 3, 2021 | ||||
| VC Round | Oct 14, 2020 | ||||
| Growth Equity | May 22, 2019 | ||||
Growth Equity | Feb 21, 2018 |
Key People
Founding team and executive leadership
Wealthsimple Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| CPP Investments | Series E |
| DST Global | Series D |
| ICONIQ Capital | Series E, Series D |
| Greylock Partners | Series E, VC Round, Series D |
| Plus Capital | Series D |
| IGM Financial | Series E, Series D |
| TCV | Series D, VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 22, 2026
Grew 18% QoQ, from 2,141 to 2,533 employees.
- Jul 17, 2026
Grew 21% QoQ, adding 422 employees.
Recent news
Latest coverage and updates
- launchesSep 14, 2026
Wealthsimple Inc. launches Spend Controls.
- launchesAug 29, 2026
Wealthsimple Inc. launched Savings account on Sep 1st '26.
- launchesJul 29, 2026
Wealthsimple Inc. was planning to launch IPO Access on May 1st '26.
- launchesJul 3, 2026
Wealthsimple launched in-app DEX trading beta on Jul 2nd '26.
Wealthsimple Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessAppears On
Curated lists and screens where this company is featured.
Frequently Asked Questions
Common questions about Wealthsimple's valuation, stock price, and market status.
Is Wealthsimple a public or private company?
Wealthsimple is a private company.
What is the current stock price of Wealthsimple?
Wealthsimple is a private company with no public stock price. No recent secondary market data is available.
How much is Wealthsimple worth (valuation)?
Wealthsimple's valuation is estimated at $7.1B based on funding round data.
Can I buy Wealthsimple stock?
Wealthsimple shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Wealthsimple's last funding round?
Wealthsimple's most recent funding round was Series E on October 27, 2025.
Who are the main investors in Wealthsimple?
Key investors in Wealthsimple include Greylock Partners, TCV, Power Financial, Dragoneer Investment Group, GIC Private Limited.
Will Wealthsimple IPO soon?
No public IPO plans have been announced for Wealthsimple.
How can I track Wealthsimple secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Wealthsimple's secondary market activity and sign up for updates.