WealthBar

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

General Information
Company Name
WealthBar
Founded Year
2012
Location (Offices)
Canada +1
Founders / Decision Makers
Number of Employees
1
Industries
Finance, Financial Services, Fintech +2
Funding Stage
Series Unknown
Social Media

WealthBar - Company Profile

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.

Taxonomy: Online Portfolio Management, Financial Advice, Investing, Wealth Management, Financial Planning, Expert Portfolio Management

Funding Rounds & Investors of WealthBar (2)

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Funding Stage Amount No. Investors Investors Date
Venture Round $5.50M 3 Paul Geyer, Nicola Wealth Management +1 10 May 2016
Seed Round Unknown 3 Full Stack, Nicola Wealth Management +1 24 Sep 2013

Latest News of WealthBar

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No recent news or press coverage available for WealthBar.

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