Wealthbar raises 5.5 million to build on its personalized client experience
With the rise of chat bot assistants and the rise of robo-advisers, the future of tech -- especially FinTech -- looks like a personalized one. But not all companies are jumping on the bot bandwagon just yet. Vancouver-based Wealthbar, which provides online investment portfolios and financial planning services, has raised 5.5 million in funding to improve the client experience with Wealthbar's team of financial experts. The funding was led by Nicola Wealth Management, one of Canada's biggest high-net-worth wealth management company with 3 billion in assets under management, and Howard Atkinson, an ETF industry pioneer and former President of Horizon ETFs. Wealthbar's co-founder and CEO, Tea Nicola, said that the company is looking to provide a more personalized client experience.
May-18-2016, 14:32:40 GMT
- Country:
- North America > Canada (0.27)
- Industry:
- Banking & Finance > Financial Services (0.61)
- Technology: