Wealthsimple
PrivateLast Round
VC Round
Oct 27, 2026
Est. Valuation
$9.8B
Total Funding Raised
$1.41B
Momentum
Top 1%
of companies Caplight tracks
Company Overview
Wealthsimple is a fintech company that offers a full suite of digital financial services, including automated investing, self-directed trading, chequing, and tax filing.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Digital Banking, Personal Finance, Crypto Exchanges
Business Model
B2C
Customer Profile
Revenue Share, Payment Processing Fee, Subscription 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 | 84% | |
| Aviso Wealth | 81% | |
| Webull Corporation | 80% |
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Wealthsimple Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| VC Round | Oct 27, 2026 | ||||
| Series E | Oct 27, 2025 | ||||
| Series E | Oct 27, 2021 | ||||
| Series D | May 3, 2021 | ||||
| VC Round | Oct 14, 2020 | ||||
Strategic | May 22, 2019 |
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Key People
Founding team and executive leadership
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Wealthsimple Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| CPP Investments | Series E, VC Round |
| DST Global | Series D |
| ICONIQ Capital | Series E, VC Round, Series D |
| Greylock Partners | Series E, VC Round, Series D |
| Plus Capital | Series D |
| IGM Financial | Series E, VC Round, Series D |
| TCV | Series D, VC Round |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 5, 2026
Launched a new AI assistant for users.
- Oct 27, 2026
$214M round led by GIC Private Limited
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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.
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Appears 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, so its shares have no public market price. Caplight tracks Wealthsimple's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Wealthsimple worth (valuation)?
Wealthsimple's valuation is estimated at $9.8B 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.
When was Wealthsimple's last funding round?
Wealthsimple's most recent funding round was VC Round on October 27, 2026.
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 in Wealthsimple's shares on secondary markets.