WealthBar Financial Services. - Ownership and Business Overview

Financial ServicesCompany

WealthBar Financial Services. Ownership

Who owns WealthBar Financial Services.?

WealthBar Financial Services. is owned by CI Financial. It was acquired on December 14, 2018.

WealthBar Financial Services. Business Overview

Where is WealthBar Financial Services. headquartered?

WealthBar Financial Services. is headquartered in Vancouver, British Columbia.

What sector is WealthBar Financial Services. in?

WealthBar Financial Services. is a financial services company.

When was WealthBar Financial Services. founded?

WealthBar Financial Services. was founded in 2012.

Financial Services M&A Summary in 2018

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2018. The largest financial services acquisition in 2018 was MB Financial - which was acquired by Fifth Third Bancorp for $4.7B.

Join Mergr to view all 197 acquisitions of financial services companies in 2018, including 30 acquisitions by private equity firms, and 167 by strategics.

WealthBar Financial Services. Inc.

#490 - 1122 Mainland Street,
Vancouver, British Columbia V6B 5L1
Canada,
(888) 373-7674
www.wealthbar.com

WealthBar Financial Services. Inc. is an online wealth management and financial planning platform offering premium online investing portfolios and low-fee ETFs, along with unlimited commission-free advice. The company offers a diverse service and product offering that combines technology with human advisors for a personalized experience. This “hybrid model” provides the opportunity for engagement between clients and advisors depending on the wealth planning services required. WealthBar was formed in 2012 and is based in Vancouver, British Columbia.


Company Summary

SECTOR

Financial Services

Established

2012

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