WealthBar Closes $5.5M Financing Round

wealthbar-logoWealthBar, a Vancouver, BC, Canada-based full-service online wealth manager, closed a round of financing of $5.5m.

This round was led by Nicola Wealth Management, with participation from Howard Atkinson, and Paul Geyer.

The company intends to use the funds to expand its reach and create new service offerings, including a platform for independent financial advisors and firms to use with their own clients.

Led by CEO and Co-founder Tea Nicola, WealthBar is an online investment service that matches clients with a dedicated online advisor to coach them through a comprehensive financial plan tailored to their lives, while providing them with a professionally managed ETF portfolio.



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