Wealthsimple, headquartered in Canada, remains privately held in the fintech space. The latest valuation stands at $7.6B. No public ticker exists for the company.
1 valuation. The latest, $4B post-money, was set by the Series D in May 2021.
Greylock PartnersLEADTTechnology Crossover VenturesLEADPPower Corporation of CanadaGreylock PartnersTechnology Crossover VenturesWealthsimple is a Canadian online investment management service founded in September 2014 by Michael Katchen, Brett Huneycutt and Rudy Adler, and is based in Toronto.
Its main products are Wealthsimple Invest, an automated investing service that manages a personalized portfolio of low-fee ETFs, plus zero-commission stock trading and a chequing account with a 2% cash back credit card. As of October 22, 2025 the firm holds over C$100 billion in assets under administration.
Listed funds carry late-stage private names. A fund's latest schedule of investments shows whether it holds Wealthsimple.
Often trade at a premium or discount to NAV.
Platforms match existing holders with buyers. Wealthsimple availability at any moment is set by the holders.
High minimums, transfer approval, company right-of-first-refusal.
Valuations, rounds and IPO status for every company in the directory — Wealthsimple included.
Lead investors for each round are in the funding timeline.
The closest fintech peers are on the competitors page.
The routes section explains what is realistically available for a company at this stage.
No. Wealthsimple is a private company; its shares do not trade on a public exchange.
The last valuation is $7.6B.
Perpetual markets for stocks, gold, indices and pre-IPO names — settled on-chain, no wallet-to-exchange transfers.
