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WealthBar logo — WealthBar is now CI Direct Investing. We make saving and inv...

WealthBar

WealthBar is now CI Direct Investing. We make saving and investing ridiculously easy.

Founded 2012 Canada Canada 1 employees Venture round Total: $5.50M Finance, Financial Services +3

General Information

Company Name WealthBar
Founded Year 2012
Location Canada Canada
Employees 1
Industries Finance, Financial Services, Fintech +2
Funding Stage Venture round
Social

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About WealthBar

WealthBar is a Canadian fintech startup that has recently rebranded to CI Direct Investing. Their mission is to provide an easy and affordable way for investors to build a brighter future, catering to individuals starting with as little as $1,000 to large-scale investors with $1 million. Established in 2012, WealthBar operates in the Finance, Financial Services, Fintech, Mobile, and Trading Platform industries. The company received a significant $5.50M in a Venture Round investment on 10 May 2016, led by Paul Geyer, Nicola Wealth Management, and Howard Atkinson. With their rebranding and strong investor backing, CI Direct Investing will likely continue to attract attention in the financial technology sector.

Business keywords: Online Portfolio Management, Financial Advice, Investing, Wealth Management, Financial Planning, Expert Portfolio Management

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round $5.50M 3
Paul Geyer, Nicola Wealth Management +1
10 May 2016
Seed Round Undisclosed 3
Full Stack, Nicola Wealth Management +1
24 Sep 2013

WealthBar Alternatives & Competitors

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FAQ About WealthBar

WealthBar is now CI Direct Investing. We make saving and investing ridiculously easy.
WealthBar was founded in 2012.
WealthBar is headquartered in Canada.
WealthBar operates in Finance, Financial Services, Fintech, Mobile and Trading Platform. Its work centres on Online Portfolio Management, Financial Advice, Investing and Wealth Management.
WealthBar has approximately 1 employees.
WealthBar has completed 2 funding rounds, raising a total of $5.50M. The latest funding stage is Venture round.
Top alternatives and competitors to WealthBar include Ellevest, Cápsula, Change, AlphaMolly, Moneybox. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
WealthBar and Ellevest are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for WealthBar, https://www.bouncewatch.com/company/wealthbar, updated 6 December 2024. When citing, please name BounceWatch and link this page.

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