Tech Company Financing Transactions
WealthBar Funding Round
On 5/12/2016, WealthBar landed $5.5 million in funding from Nicola Wealth Management and private investors.
Transaction Overview
Company Name
Announced On
5/12/2016
Transaction Type
Venture Equity
Amount
$5,500,000
Round
Undisclosed
Investors
Nicola Wealth Management (Lead Investor) (John Nicola)
private investors (Howard Atkinson)
private investors (Paul Geyer)
Proceeds Purpose
The company plans to use funds raised to expand its reach and create new service offerings, including a platform for independent financial advisors and firms.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
1122 Mainland St. 490
Vancouver BC, V6B 5L1
Canada
Vancouver BC, V6B 5L1
Canada
Phone
Website
Email Address
Overview
WealthBar is Canada's only full-service online financial advisory and investment service. Combining innovative technology with real financial advisors, WealthBar's online model brings private wealth management to any investor for less than half the cost.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Tea Nicola
Chief Information Officer
Neville Joanes
Chief Technical Officer
Chris Nicola
VP - Client Services
David Dyck
VP - Engineering
Cliff Hammerschmidt
VP - Marketing
Gwynne Fane
Browse more venture capital transactions:
Prev: 5/12/2016: Accion Systems venture capital transaction
Next: 5/12/2016: RoundPegg venture capital transaction
Share this article
News on VC Transactions
We do our best to report on funding rounds that are announced publicly. All VC database entries reported here are sourced from a variety of public sources. The information comes to us via our partnership with VentureDeal.com, an affiliated venture.
Additional Resources for Entrepreneurs