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
WealthBar
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
Phone
(888) 373-7674
Website
www.wealthbar.com
Email Address
[email protected]
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
WealthBar LinkedIn Company Profile
Social Media
WealthBar Company Twitter Account
Company News
WealthBar News
Facebook
WealthBar on Facebook
YouTube
WealthBar on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Tea Nicola
  Tea Nicola LinkedIn Profile  Tea Nicola Twitter Account  Tea Nicola News  Tea Nicola on Facebook
Chief Information Officer
Neville Joanes
  Neville Joanes LinkedIn Profile  Neville Joanes Twitter Account  Neville Joanes News  Neville Joanes on Facebook
Chief Technical Officer
Chris Nicola
  Chris Nicola LinkedIn Profile  Chris Nicola Twitter Account  Chris Nicola News  Chris Nicola on Facebook
VP - Client Services
David Dyck
  David Dyck LinkedIn Profile  David Dyck Twitter Account  David Dyck News  David Dyck on Facebook
VP - Engineering
Cliff Hammerschmidt
  Cliff Hammerschmidt LinkedIn Profile  Cliff Hammerschmidt Twitter Account  Cliff Hammerschmidt News  Cliff Hammerschmidt on Facebook
VP - Marketing
Gwynne Fane
  Gwynne Fane LinkedIn Profile  Gwynne Fane Twitter Account  Gwynne Fane News  Gwynne Fane on Facebook

 

 

Browse more venture capital transactions:

Prev: 5/12/2016: Accion Systems venture capital transaction
Next: 5/12/2016: RoundPegg venture capital transaction

 

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