WealthBar

wealthtech-retailrobo advisors

STATUS: Acquired/Merged
FOUNDING YEAR: 2012
LOCATION: Canada
Last Update: 03/06/2021

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About

WealthBar makes accessing professionally managed investments and financial advice, ridiculously easy.

MEDICI Analysis

WealthBar is a full-service online financial advisor using technology to make financial planning and investing more efficient and convenient.

Focus

PRODUCTS & SERVICES

Online financial planning & portfolio management services for individuals & HNI's. WealthBar - Provides semi-automated financial advice, constructing diversified portfolios using low-cost exchange-traded funds (ETFs).

REVENUE MODEL

WealthBar charges 0.6 to 0.35 % management fee and varied with investment slab. It also offers free accounts for those with less than $5,000 to invest.

MAIN CLIENTS

online portfolio management

EXISTING PARTNERSHIPS

Nicola Wealth Management

company provided insights
Acquisitions

M&A

ACQUIRED BY

CI Financial Inc

ANNOUNCED DATE

Dec 2018

PRICE

$17.67 M

company provided insights

Acquisitions

ACQUIREE NAME

Snap Projections

ANNOUNCED DATE

Oct 2019

PRICE

---

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

68,043

AVERAGE VISITS (6 MONTHS)

101,600.77

MONTHLY VISITS GROWTH

-19.59%

VISIT DURATION

349

VISIT DURATION GROWTH

2.77%

PAGE VIEWS VISIT

5.62

PAGE VIEWS VISIT GROWTH

8.78%

BOUNCE RATE

52.76%

BOUNCE RATE GROWTH

-2.89%

GLOBAL TRAFFIC RANK

320,435

MONTHLY RANK CHANGE

-17,133

MONTHLY RANK GROWTH

-5.08%

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