Key facts
- Wealthsimple Technologies’s last known valuation is $7.1B (Oct 2025).
- It has raised $1.4B; the latest was Later Stage VC ($536.1M) in Oct 2025.
- Notable investors include DST Global, Redpoint Ventures, Greylock, GIC Private, Inovia Capital — 42 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 42 names
- ·Watchlist + deal alerts for Wealthsimple Technologies
- ·The full record, as it builds
Funding rounds
No funding rounds for Wealthsimple Technologies are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Wealthsimple Technologies
Operator of a financial advisory and trading platform intended to assist users in achieving financial freedom by providing products and advice. The company's platform offers investing services without the high fees and account minimums associated with traditional investment management through a globally diversified portfolio of low-cost index funds, enabling users to have access to the tools they need to make financial choices.
- Sector
- Financial Services
- HQ
- Toronto, Canada
- Founded
- 2014
- Employees
- 1,819
- Website
- wealthsimple.com/
- Ownership
- Privately Held (backing)
Wealthsimple Technologies doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Wealthsimple Technologies shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Wealthsimple Technologies in its N-PORT filings yet. We sweep new filings monthly.