About Wealthsimple

Backed by a team of world-class financial experts and the best technology talent, Wealthsimple has revolutionized how Canadians interact with their finances by bringing smart, simple, online financial products to market. We have been talking with Michael and the team at Wealthsimple for several years, as they grew and became a pioneer of the Canadian financial services industry transformation. We believe that their experienced management team, combined with a strong value proposition for consumers seeking true mobile-first financial management solutions, will allow the company to successfully expand their market position in the upcoming years.

We are thrilled to be partnering with Wealthsimple and accompanying them in their journey to become a Canadian fintech giant.

Company Information

Headquarters: Toronto

Investment Information

Investment year: 2021

Inovia Team Members: Patrick Pichette Charlotte Borgognoni

Wealthsimple's Journey with Inovia

2012-2020

Inovia builds a relationship with WealthSimple as the company scales

May 2021

Inovia invests in the company's Series D

July 2021

Patrick Pichette joins the company's Board of Directors

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More to come!

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