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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 Series Unknown Total: $5.50M Finance, Financial Services +3

General Information

Company Name WealthBar
Founded Year 2012
Location Canada Canada +1
Employees 1
Industries Finance, Financial Services, Fintech +2
Funding Stage Series Unknown
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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.

Taxonomy: 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 •••••• 3 •••• •••• 10 May 2016
Seed Round •••••• 3 •••• •••• 24 Sep 2013

WealthBar Alternatives & Competitors

WealthBar vs
Magnifina
Magnifina United States

Personalized investing for our generation

4 employees
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WealthBar vs
MONTAG Wealth Management
MONTAG Wealth Management United States

INVESTING for GENERATIONS

36 employees
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WealthBar vs
Hudson Valley Investment Advisors, Inc.
Hudson Valley Investment Advisors, Inc. United States

Deliberate Investing. Intentional Value.

16 employees
Financial Services

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 the following industries: Finance, Financial Services, Fintech, Mobile, Trading Platform.
WealthBar has approximately 1 employees.
WealthBar has completed 2 funding rounds, raising a total of $5.50M. The latest funding stage is Series Unknown.
Top alternatives and competitors to WealthBar include Magnifina, MONTAG Wealth Management, Hudson Valley Investment Advisors, Inc., Wealthsimple, Chillur. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
WealthBar and Magnifina 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.

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