Submit Deal

WEALTHSIMPLE

HQ - Toronto

Summary

Wealthsimple provides investment management services. The Company offers financial planning, wealth management, securities, and advisory services. Wealthsimple Financial serves customers worldwide.

Deals Overview

Total Deals3

Valued Deals2

Total Value£ 508 M

Avg. Deal Size£ 254 M

Market Context

Senior Management

Mike Katchen
Founder and CEO
Aimee Fearon
CFO
Sarah Pattillo
Communications Director

Sort

23 Jan 2020|Canada|Financial Data and Systems

Target: WEALTHSIMPLE FOR ADVISORS

Bidder: PURPOSE FINANCIAL INC

5 Service Providers

4 Bidder | 1 Vendor

12 Dealmakers

8 Bidder | 4 Vendor

n/a

Value

14 Oct 2020|Canada|Asset Managers and Custodians

Target: WEALTHSIMPLE

Bidder: GREYLOCK PARTNERS

7 Service Providers

1 Target | 6 Bidder

10 Dealmakers

2 Target | 8 Bidder

£ 66 M

Value

03 May 2021|Canada|Asset Managers and Custodians

Target: WEALTHSIMPLE

Bidder: MICHAEL J. FOX

11 Service Providers

1 Target | 8 Bidder | 2 Vendor

24 Dealmakers

3 Target | 16 Bidder | 4 Vendor

£ 442 M

Value

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy