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Wealthsimple
FinTechToronto, ON
Toronto-based financial services company offering managed investing, self-directed trading, cryptocurrency, tax filing, and spending and saving products to Canadian retail clients.
Canadian innovation builds a brighter tomorrow.
About
Source: newsroom.wealthsimple.comWealthsimple describes itself as Canada's leading financial innovator, offering a full suite of financial products across managed investing, do-it-yourself trading, tax filing, spending and saving. Its own boilerplate states the company was founded in 2014 by a team of financial experts and technology entrepreneurs and is headquartered in Toronto.
Reported $155.6 billion in assets under administration and 3.6 million clients as of June 30, 2026, on $17B of Q2 net flows. newsroom.wealthsimple.com
Announced an equity round of up to CAD $750M at a CAD $10B post-money valuation, co-led by Dragoneer and GIC. newsroom.wealthsimple.com
Received CIRO approval for prediction markets trading and launched Wealthsimple Predict with Kalshi in June 2026. newsroom.wealthsimple.com
States it has more than 1,000 employees, most in the Greater Toronto Area, and is moving its head office to The Well on Front Street West. newsroom.wealthsimple.com
Products & Services
Company site: wealthsimple.comProducts Wealthsimple publishes on its own site. Each card links to the page it was taken from.
Trade
Self-directed trading
Self-directed trading of stocks and ETFs, including an active trading tier.
Learn moreChequing
Spending and saving
Everyday chequing and spending account offered alongside the Wealthsimple credit card.
Learn moreAdvice
Advisory
Access to advisors and financial planning support for Wealthsimple clients.
Learn moreWealthsimple for Business
Business
Group retirement and savings offering aimed at Canadian employers.
Learn moreFunding & Investors
Announced rounds only, newest first. Undisclosed amounts are shown as undisclosed.
Equity round (CAD $750M: $550M primary, up to $200M secondary)
Oct 27, 2025
Undisclosednewsroom.wealthsimple.comInvestors: Dragoneer Investment Group, GIC, CPP Investments, Power Corporation of Canada, IGM Financial, ICONIQ, Greylock, Meritech
Latest: Equity round (CAD $750M: $550M primary, up to $200M secondary) · Oct 27, 2025
Recent News
- Sep 4, 2026Government
Submission to Finance Canada on the Consumer-Driven Banking Regulations
Wealthsimple published its submission to Finance Canada on the Consumer-Driven Banking Regulations, setting out its position on open banking rules.
- Jul 29, 2026Other
Wealthsimple reports $17B net flows in Q2
Wealthsimple reported $17B in Q2 net flows, driven by demand for its chequing and spending products, alongside $155.6B in assets under administration.
- Jun 18, 2026Product
Wealthsimple launches a regulated prediction markets trading app
Wealthsimple explained its launch of a regulated prediction markets trading app, built with Kalshi following CIRO approval.
- Oct 27, 2025Funding
Wealthsimple announces $750 million equity round at $10 billion valuation
Wealthsimple announced a CAD $750M equity round at a CAD $10B post-money valuation, co-led by Dragoneer and GIC with CPP Investments joining as a new investor.
People
Sourced from the company's own pages or announcements.
Michael Katchen
Chief Executive Officer
Brett Huneycutt
Chief Product Officer
Diederik van Liere
Chief Technology Officer
Jeff Gowen
Chief Financial Officer
Technology Focus
Company site: wealthsimple.comTerms the company uses about its own work.
Managed investingSelf-directed tradingCryptocurrency tradingAutomated tax filingSpending and saving accountsPrediction markets
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