WealthBar Closes $5.5M Financing Round
Summary
WealthBar, a Vancouver, BC, Canada-based full-service online wealth manager, closed a round of financing of $5.5m.This round was led by Nicola Wealth Management, with participation from Howard Atkinson, and Paul Geyer.The company 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.Led by CEO and Co-founder Tea Nicola, WealthBar is an online investment service that matches clients with a dedicated online advisor to coach them through a comprehensive financial plan tailored to their lives, while providing them with a professionally managed ETF portfolio.FinSMEs 11/05/2016
Funding
Amount
$5.5M
Total raised
Date
May 10, 2016
Announcement date
Investors
-
Lead investors
Company
http://www.wealthbar.com
Funded company
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