WEALTHBAR
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.
WEALTHBAR
Industry:
Finance Financial Services FinTech Personal Finance
Founded:
2012-09-01
Address:
Vancouver, British Columbia, Canada
Country:
Canada
Website Url:
http://www.wealthbar.com
Total Employee:
11+
Status:
Active
Contact:
1-888-373-7674
Email Addresses:
[email protected]
Total Funding:
5.5 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SSL By Default Google Font API Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network Domain Not Resolving Mobile Non Scaleable Content
Similar Organizations
Any Time Loan
Any Time Loan is peer to peer lending platform.
BookMyForex.com
BookMyForex.com operates as an online market place for foreign exchange.
EAInvest
Online financial services for financial planners.
fabeetle
Rate & Review Financial Advisors
InvestmentYogi
Online Financial Planning for India
iwoca
Iwoca offers credit financing services for small businesses.
Lendi
Lendi is a home loan platform that matches borrowers and lenders.
Stockspot
Stockspot is an investment adviser and fund manager that helps manage sharemarket portfolios to help users achieve their financial goals.
FlashCourse
Fun, free financial literacy for all
Upside
Upside Financial is an SEC-registered investment advisor providing brokerage services.
Wealthfront
Wealthfront is a next-gen banking service that helps manage money for both short-term and long-term wealth.
Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2019-10-21 | Snap Projections | Snap Projections acquired by WealthBar | N/A |
Investors List
Paul Geyer
Paul Geyer investment in Venture Round - WealthBar
Nicola Wealth Management
Nicola Wealth Management investment in Venture Round - WealthBar
Howard Atkinson
Howard Atkinson investment in Venture Round - WealthBar
Full Stack
Full Stack investment in Seed Round - WealthBar
Nicola Wealth Management
Nicola Wealth Management investment in Seed Round - WealthBar
Ed Levinson
Ed Levinson investment in Seed Round - WealthBar
Official Site Inspections
http://www.wealthbar.com Semrush global rank: 6.96 M Semrush visits lastest month: 673
- Host name: 172.67.68.131
- IP address: 172.67.68.131
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "WealthBar"
CI Financial extends ownership of WealthBar to 100%; Firm to be ...
May 21, 2020 CI Financial Corp. (TSX: CIX) is an independent company offering global asset management and wealth management advisory services. CI held approximately C$166 billion …See details»
CI Direct Investing - Online Wealth Management
The mutual fund results assume an average cost of investing in mutual funds of 1.93% †.The CI Direct Investing results assume CI Direct Investing's management fee plus the 0.25% MER of our Balanced ETF portfolio.See details»
WealthBar - Crunchbase Company Profile & Funding
WealthBar is building Canada's first online portfolio management services. This brings together technology, financial advice and expert portfolio management to make online investing …See details»
CI Financial completes acquisition of WealthBar - Newswire
Jan 23, 2019 CI Financial Corp. (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services. It has approximately $166.1 …See details»
CI acquires 100% of WealthBar, announces plans for CI Direct …
May 21, 2020 In September, CI Financial announced that its full-service advice subsidiary Assante Wealth Management would be offering its advisors and clients access to online …See details»
COMPANY OVERVIEW - Ivey Business School
Aggressive, through its partner, Nicola Wealth Management. Dependent on the risk profile of the individual, WealthBar provides a mix of its ETFs and pooled funds managed by Nicola Wealth …See details»
WealthBar - 2025 Company Profile, Funding & Competitors - Tracxn
Mar 21, 2025 WealthBar is an acquired company based in Vancouver (Canada), founded in 2012 by Chris Nicola and Tea Nicola. It operates as an Online financial advisor.WealthBar has …See details»
WealthBar - Osler, Hoskin & Harcourt LLP
On May 21, 2020, CI Financial Corp. announced the acquisition of a 25% equity stake in WealthBar from the WealthBar executive team. The transaction increases CI Financial’s …See details»
CI Direct Investing
CI Direct Investing, a registered business name of WealthBar Financial Services Inc. ("WealthBar"), is an online wealth management firm providing managed investment portfolios as well as personalized financial advice and planning. …See details»
CI Financial eyes growth with WealthBar acquisition
Dec 14, 2018 The deal, announced Friday, enables CI Financial to strengthen its position as a “large, diversified, Canadian-owned independent wealth management organization.” The …See details»
Tea and Chris Nicola to depart CI Direct Investing | Advisor.ca
Dec 3, 2020 CI Direct Investing is the entity created when parent company CI Financial announced in May that it planned to merge Vancouver-based Wealth Bar and CI’s direct …See details»
CI Financial extends ownership of WealthBar to 100%; Firm to be ...
TORONTO (May 21, 2020) CI Financial Corp. (CI) (TSX: CIX) announced today it has increased its ownership of WealthBar Financial Services Inc. (WealthBar), a leading online investment …See details»
CI Direct Investing Support
CI Direct Investing, a registered business name of WealthBar Financial Services Inc. (“WealthBar”), is an online wealth management firm providing managed investment portfolios …See details»
WealthBar | Scotiabank Digital Banking Lab - ivey.uwo.ca
Investment Partner – WealthBar’s close partnership with Nicola Wealth Management, a private investment manager, provides average customers actively managed pooled investments, …See details»
WealthBar - Products, Competitors, Financials, Employees, …
WealthBar provides an online investment service that matches clients with a dedicated online advisor to coach them through a comprehensive financial plan tailored to their lives while …See details»
WealthBar Review 2025: Canada’s 1st Robo-Advisor - Wealth …
Jul 8, 2024 Tea Nicola is the CEO of Nicola Wealth Management, a company that provides wealth management services primarily to affluent investors via private investment pools. …See details»
CI Financial completes acquisition of WealthBar
TORONTO (January 23, 2019) CI Financial Corp. (CI) (TSX: CIX) announced today that it has completed its acquisition of a majority stake in WealthBar Financial Services Inc. (WealthBar), …See details»
Bill Gates announces plan to give ‘virtually all’ his money away and ...
15 hours ago When Bill and Melinda French Gates created the Gates Foundation in 2000, they had planned for the organization to continue its work, using their remaining fortune, for several …See details»
WealthBar - Funding, Financials, Valuation & Investors - Crunchbase
Paul Geyer and Nicola Wealth Management are the most recent investors. WealthBar has acquired Snap Projections on Oct 21, 2019. Unlock for free . Funding Rounds. ... How much …See details»
CI Financial CI Financial accelerates its digital strategy with the ...
TORONTO (December 14, 2018) CI Financial Corp. (CI Financial) (TSX: CIX) and WealthBar Financial Services Inc. (WealthBar) announced today they have reached an agreement under …See details»