WealthBar

WealthBar

WealthBar provides an online investment service that matches clients with a dedicated online advisor to coach them through a comprehensive financial plan tailored to their lives while providing clients with a professionally managed ETF portfolio.On May 21, 2020, Wealthbar was acquired by CI Financial. Terms of the transaction were not disclosed. Whether you've got $1,000 or $1 million, we make accessing professionally managed investments and financial advice ridiculously easy.

Total funding
~$5M
HQ 🇨🇦
Vancouver, Canada
Year founded
2012
Status
Acquired
People
Tea Nicola
Chief Executive Officer
Chris Nicola
Chief Technology Officer
Investors
CI Financial
Howard Atkinson
Paul Geyer
Nicola Wealth Management
Categories
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