WealthBar is a Vancouver, BC-based full-service online wealth manager that matches clients with a dedicated online advisor. The service coaches clients through comprehensive financial plans tailored to their lives and provides professionally managed ETF portfolios. The company is led by CEO and co-founder Tea Nicola. WealthBar closed a $5.5M financing round to support its growth. The firm intends to use the funds to expand its reach and create new service offerings, including a platform for independent financial advisors and firms to use with their own clients.

Total raised

$6M

Funding rounds

1

Latest round

Equity

Latest activity

May 2016