WealthBar is an online financial platform that offers wealth management and investment advisory services for enterprises and investors.
Business Model: B2B
Revenue: $2M
Employees: 11-50
WealthBar was acquired by
CI Financial.
The acquisition happend on 2018-12-14.
Details of the transaction were not public
Address: 1122 Mainland Street
City: Vancouver
State: british columbia
Zip: V6B 5L1
Country: CA
WealthBar is an online financial platform that offers wealth management and investment advisory services for enterprises and investors.
Contact Phone:
+18883737674
Contact Email:
Announced Date | Company | Transaction | Money Raised |
---|
Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 9/2013 | Seed Round | - |
Ed Levinson Full Stack Nicola Wealth Management Ed Levinson Full Stack Nicola Wealth Management |
5/2016 | Venture Round | $0 |
Nicola Wealth Management Paul Geyer Howard Atkinson Nicola Wealth Management Paul Geyer Howard Atkinson |
5/2016 | Unattributed | 3 | $5.5M |
Nicola Wealth Management Paul Geyer Nicola Wealth Management Howard Atkinson Nicola Wealth Management |
9/2013 | Seed Round | 3 | - |
Full Stack Nicola Wealth Management Ed Levinson Full Stack Nicola Wealth Management Ed Levinson |
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Announced Date | Name | Price |
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10/2019 | Snap Projections |
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