• FOUNDING YEAR: 2012
    LOCATION:
    Canada
    REGION:
    BC
    Last Update:
    27 Jun, 2019

Description

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:
Viewable by subscribers only
MAIN CLIENTS:
online portfolio management
EXISTING PARTNERSHIPS:
Nicola Wealth Management

PEOPLE

FOUNDERS:
Tea Nicola, Chris Nicola
Board Members and Advisors:
Boris Mann, Lance Tracey, Bernd Petak, John Nicola, Howard Atkinson
NUMBER OF EMPLOYEES:
1-10
INVESTORS:
Howard Atkinson, Nicola Wealth Management, Paul Geyer
KEY EMPLOYEES:
Tea Nicola(CEO)

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$5.5 Millions
DATE OF LAST FUNDING:
May 2016
TOTAL FUNDING COMMENT:
Venture funding: $5.5 M

LATEST RESEARCH