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WealthsimpleFinancial Services · 1001-5000 · B2B contacts & data

Financial Services Canada B2B Est. 2014
124 Decision makers
+16 New (6 months)
5,000 Employees
$297M Revenue
2014 Founded

Decision Makers at Wealthsimple

Total identified

124 decision makers identified 21 C-Level 12 VP 91 Heads

New decision makers — last 6 months

+16 a strong signal to time your outreach 4 C-Level 1 VP 11 Heads
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Decision maker Email Phone

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Organizational Chart of Wealthsimple

Roles identified within Wealthsimple's leadership team, based on public professional data.

Wealthsimple's Full Organizational Chart

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Job title Department People Action

Team Structure headcount by department

Technical
479
Finance
286
Customer Service
222
Operations
215
Other
168
Research
75
Marketing
70
Product
69

Departments actively hiring 7 departments

Consulting
Engineering and technical
Finance & accounting
General management
Marketing
Other
Research

These departments at Wealthsimple are actively recruiting: a strong signal to time your outreach.

Funding

Last round Venture · $550M
Total funding $1.8B (11 rounds)
Seed Round N/A May 2014
Series A $30M Apr 2015
Series B $20M Jan 2017
Series B $37M May 2017
Non Equity Assistance N/A Sep 2017
Venture Round $37M Feb 2018
Venture Round $75M May 2019
Venture Round $87M Oct 2020
Venture Round $750M May 2021
Secondary Market $200M Oct 2025
Venture Round $550M Oct 2025

Companies similar to Wealthsimple

Latest news at Wealthsimple

  1. Appointment

    New Chief Investment Officer appointed — Finance & accounting

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  2. Appointment

    New Director, Product Marketing appointed — Marketing

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  3. Appointment

    New Director, Accounting appointed — Finance & accounting

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  4. Appointment

    New Director of Product Management appointed — Product

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  5. Appointment

    New Director of Government Relations appointed — General management

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About Wealthsimple

Wealthsimple is a Financial Services company, based in Canada. Founded in 2014, the company employs approximately 5,000 people. Wealthsimple is a B2B company, primarily serving business clients and professional organisations. The company has secured 11 rounds of funding totalling $1.8B. The company generates approximately $297M in annual revenue. This profile compiles key information about Wealthsimple, including industry, size, location, business signals, and B2B contacts, to help sales teams qualify the account and identify the right decision makers before reaching out.

Activity & Market

The company evolves in the Financial Services segment of the Financial Services sector. As a B2B company, Wealthsimple primarily serves business clients and professional organisations. In terms of structure, it is registered as “Privately held”.

How to prospect Wealthsimple's departments

Technical

First department of the company by headcount (479 people), with hiring underway. Technical teams verify claims: public docs, a sandbox or a free tier will do the selling for you.

Finance

Hiring is underway in this team of 286 people. These decision makers arbitrate budgets: a well-quantified business case is your best door opener.

Other

A team of 168 people, currently hiring. Mixed profiles gather here: a discovery-first approach works better than a packaged pitch.

Research

This 75-person department is actively recruiting. Long cycles and rigorous methods: respect their pace and bring evidence, not hype.

Marketing

Hiring is underway in this team of 70 people. Marketers appreciate craft: a personalised, well-executed approach is itself proof of what you sell.

Consulting

A team of 55 people, currently hiring. Billable time is the key metric: anything that reduces non-billable work deserves a spot in your opener.

FAQ Wealthsimple

What industry does Wealthsimple operate in?

Wealthsimple is active in the Financial Services industry, specifically in the Financial Services category.

How many employees does Wealthsimple have?

Wealthsimple has approximately 5,000 employees (in the 1001-5000 range). This figure is an estimate to help qualify the account, not a legally certified number.

How do I find contacts at Wealthsimple?

Zeliq helps you surface decision makers at Wealthsimple, enrich them with verified emails and direct dials, and reach out through personalised multichannel prospecting sequences.

Where is Wealthsimple headquartered?

Wealthsimple is headquartered in Canada.

Which departments are hiring at Wealthsimple?

Hiring is currently active at Wealthsimple in these departments: Consulting, Engineering and technical, Finance & accounting. A useful signal to prioritise and time your prospecting.

What is the organizational chart of Wealthsimple?

Roles identified within Wealthsimple's organization include CEO, Cxa, Vice President, Compliance & Chief Compliance Officer, Vp, Corporate Development, Director, Legal, Director, Software Development. With Zeliq, you can enrich each of these roles with verified emails and direct phone numbers.

Which decision makers recently joined Wealthsimple?

Recent leadership arrivals at Wealthsimple include Chief Investment Officer, Director, Product Marketing, Director, Accounting, Director of Product Management, Director of Government Relations. A new decision maker's first months are the best window to reach out; find their verified email and phone on Zeliq.

Why use this data before prospecting Wealthsimple?

With Wealthsimple's firmographics and business signals at hand, you can prioritise the account, personalise your approach, and contact the right people straight away.