WealthsimpleFintech1 / 24Read in the app

Pitch deck

Wealthsimple's pitch deck

The deck, and the 5 rounds we watched Wealthsimple raise afterwards, with the investors each report named.

Wealthsimple for Advisors focuses on providing simple and insightful, technology-enabled solutions to advisors and financial planners.

24 slides2.7MBCAFintechFinance

Read the deckFree account. The deck belongs to Wealthsimple, so reading it needs one; everything on this page is public.

What is in it

The deck, slide by slide

Each slide by what it argues. 24 slides against a median of 13 across the 1,712 decks we hold.

median
  1. 1Cover
  2. 2
  3. 3The ask
  4. 4Market
  5. 5
  6. 6Team
  7. 7
  8. 8
  9. 9Market
  10. 10
  11. 11The ask
  12. 12The ask
  13. 13Solution
  14. 14Product
  15. 15Market
  16. 16Market
  17. 17Team
  18. 18Team
  19. 19Go to market
  20. 20The ask
  21. 21The ask
  22. 22The ask
  23. 23
  24. 24

CoverThe askMarketTeamSolutionProductGo to market

  1. Oct 2025

    Series E$393M

    Base10 PartnersICONIQ GrowthInovia CapitalRedpointTCV

    Source recorded

  2. May 2017

    Series B$37M

    Power Financial Corporation

    Reported by FinSMEs

  3. Feb 2017

    Round$15M

    Power Financial Corp

    Reported by Reuters

  4. Apr 2015

    Series A$24M

    Power Financial Corporation

    Source recorded

  5. Sept 2014

    Seed$1.9M

    Christian LassondeDan DebowDavid OssipImpression VenturesJoe CanavanRoger Martin

    Source recorded

Everyone who backed Wealthsimple

Wealthsimple pitch deck, cover slide1 / 24

The deck itself

Read Wealthsimple's full pitch deck

All 24 slides, each read for what it argues and set against the decks that raised at the same stage. The cover is shown here; the rest is read in the app.

Read the deck →Free account. The deck belongs to Wealthsimple.

Investors who claim them

Firms listing Wealthsimple on their own portfolio page: the firm's own account rather than a round we watched. Weaker than an announcement, much stronger than a list somebody sold us.

Iconiq CapitalGrowth equityICONIQ CapitalFamily officePlus CapitalVC firmMaple Leaf AngelsAngel networkKensington Capital Partners LimitedVC firmDaniel DebowAngelAlkeon CapitalVC firmDiagramVenture studioDiagram VenturesVC firmConduitAcceleratorW InvestmentsPrivate equity

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