# Wealthsimple's pitch deck

> Wealthsimple's pitch deck: 24 slides, and the funding round we observed afterwards.

Source: https://millionrounds.com/decks/wealthsimple (Millionrounds; every figure on the page links to its filing or article)

**Wealthsimple** Fintech 1 / 24 Read 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 slides 2.7MB CA Fintech Finance

Read the deck Free 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 **Cover**
- 2
- 3 **The ask**
- 4 **Market**
- 5
- 6 **Team**
- 7
- 8
- 9 **Market**
- 10
- 11 **The ask**
- 12 **The ask**
- 13 **Solution**
- 14 **Product**
- 15 **Market**
- 16 **Market**
- 17 **Team**
- 18 **Team**
- 19 **Go to market**
- 20 **The ask**
- 21 **The ask**
- 22 **The ask**
- 23
- 24

Cover The ask Market Team Solution Product Go to market

What happened next

## $471M across 5 rounds

**5** rounds observed **$471M** reported in total **Sept 2014** first we saw **Oct 2025** most recent

- Oct 2025 Series E **$393M** [Base10 Partners](https://millionrounds.com/fund/base10-partners)[ICONIQ Growth](https://millionrounds.com/fund/iconiq-capital-2)[Inovia Capital](https://millionrounds.com/fund/inovia-capital)[Redpoint](https://millionrounds.com/fund/redpoint)[TCV](https://millionrounds.com/fund/tcv) Source recorded
- May 2017 Series B **$37M** [Power Financial Corporation](https://millionrounds.com/fund/power-financial-corporation) Reported by FinSMEs
- Feb 2017 Round **$15M** Power Financial Corp Reported by Reuters
- Apr 2015 Series A **$24M** [Power Financial Corporation](https://millionrounds.com/fund/power-financial-corporation) Source recorded
- Sept 2014 Seed **$1.9M** Christian Lassonde [Dan Debow](https://millionrounds.com/fund/dan-debow)[David Ossip](https://millionrounds.com/fund/david-ossip)[Impression Ventures](https://millionrounds.com/fund/impression-ventures)[Joe Canavan](https://millionrounds.com/fund/joe-canavan)[Roger Martin](https://millionrounds.com/fund/roger-martin) Source recorded

[Everyone who backed Wealthsimple](https://millionrounds.com/company/wealthsimple)

1 / 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 Capital** Growth equity](https://millionrounds.com/fund/iconiq-capital-3)[**ICONIQ Capital** Family office](https://millionrounds.com/fund/iconiq-capital)[**Plus Capital** VC firm](https://millionrounds.com/fund/plus-capital)[**Maple Leaf Angels** Angel network](https://millionrounds.com/fund/maple-leaf-angels)[**Kensington Capital Partners Limited** VC firm](https://millionrounds.com/fund/kensington-capital-partners-limited)[**Daniel Debow** Angel](https://millionrounds.com/fund/daniel-debow)[**Alkeon Capital** VC firm](https://millionrounds.com/fund/alkeon-capital)[**Diagram** Venture studio](https://millionrounds.com/fund/diagram)[**Diagram Ventures** VC firm](https://millionrounds.com/fund/diagram-ventures)[**Conduit** Accelerator](https://millionrounds.com/fund/conduit)[**W Investments** Private equity](https://millionrounds.com/fund/w-investments-2)

## More decks

[**Transferwise** Fintech 1 / 11 **$662M** raised after](https://millionrounds.com/decks/transferwise)[**Brex** Fintech 1 / 19 **$517M** raised after](https://millionrounds.com/decks/brex)[**Tipalti** Fintech 1 / 18 **$333M** raised after](https://millionrounds.com/decks/tipalti)[**Finova Financial** Fintech 1 / 21 **$155M** raised after](https://millionrounds.com/decks/finova-financial)

[Browse all 1,712 decks](https://millionrounds.com/decks). We hold no record of where this file came from or on what terms. If it is yours and you would rather it were not here, [tell us](https://millionrounds.com/corrections?deck=wealthsimple) and it goes.