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投资管理创企Wealthsimple:扩大筹资规模,计划未来上市

其他国际资讯

投资管理创企Wealthsimple:扩大筹资规模,计划未来上市

在线投资管理初创企业Wealthsimple的CEO告诉CNBC,Wealthsimple"很有可能"会筹集更多资金,以助力其未来发展,最终的目标是实现上市。

这家成立四年的公司由加拿大资产管理公司Power Financial支持,目前共筹集了1.7亿加元(1.29亿美元),公司CEO表示短期内不打算放慢发展速度。

在周三的电话采访中,Michael Katchen告诉CNBC,"我们以后很可能会筹集更多资金,帮助我们实现既定的发展目标。对于我们来说,最重要的就是发展,我们的发展速度非常快,而且我们的合作伙伴也愿意进行投资,帮助我们加快发展。"

"如果没有足够的资金,我们必须慢慢发展,但是我们认为接下来五年会有非常大的机会,能够真正改变全球的投资服务现状,所以我们并不打算放慢发展速度。"

"所以我们可能还会需要更多资金进一步加速发展,既然我们打造的基础业务颇受青睐,那我们就能找到其他富有远见的投资者,可能还是Power,来支持我们的发展愿景。"

Katchen同时也提到,对于向投资者寻求更多资金,Wealthsimple目前还没有具体的时间框架,他说道:"不急于这一时,我们的资金很充足。"

早在2月份公布的最新融资消息中,该公司从Power Financial筹集了5100万美元。

Wealthsimple平台智能投顾使用算法自动给出金融建议,只有少数人工顾问来回答客户问题。公司最近还开始提供储蓄和养老金产品。

目前,公司服务面向加拿大、美国和英国市场。从长远来看,Katchen认为公司业务将会拓展到其他市场。

他说道:"我们对其他市场的未来发展也有计划,但目前,我们的重点还是在这三个国家。这三个国家很多地方都非常类似,很多问题也类似,我们正在努力解决这些问题。"

Wealthsimple目前管理的资产超过30亿美元,拥有10万多名客户。它最初的目标是帮助新手和投资经验较少的年轻投资者更轻松地进行投资。

公司的竞争对手既包括Vanguard和Fidelity等老牌公司,也包括Betterment和Wealthfront等智能投顾公司。

Katchen表示Wealthsimple最终目标是进行首次公开募股(IPO),但距离这一目标还"需要好几年"。

Katchen说道:"我们的目标是实现上市。我们希望成为一家实力雄厚的独立金融服务公司,这就意味着有时候要通过IPO来实现。但我们并不急于这一时,可能还需要几年的发展才能实现。"

Online investment management start-up Wealthsimple will "probably" look to raise more money to fuel its growth plans and is set on eventually going public, its chief executive told CNBC.

The four-year-old firm, backed by Canadian asset manager Power Financial, has so far raised a total of almost 170 million Canadian dollars ($129 million), and its boss said it doesn't plan on putting the brakes on growth any time soon.

"We'll probably raise some more capital over time to get us to where we want to be," Michael Katchen told CNBC in a phone interview Wednesday. "For us it's all about growth, we're growing really fast and we have partners that are willing to invest in helping us grow even faster."

"If we didn't have that, we'd have to slow things down, but given what we see is a massive opportunity over the coming five years to really reshape what investment advice services look like around the world, we don't plan to slow down."

"And so we might take on some extra capital to accelerate those efforts even further and so long as the fundamental business that we're building is attractive, we'll find other very smart investors, and perhaps Power again, to back that vision."

But Katchen added that Wealthsimple doesn't yet have a timeframe in mind as to when it will seek more capital from investors. "We're not in a rush, we're extremely well capitalized," he said.

The company's most recent round of funding, where it raised $51 million from Power Financial, was announced back in February.

Wealthsimple's platform is a robo-advisor that uses algorithms to automate financial advice and only has a handful of human advisors to answer client queries. The firm has also branched out into savings and pension products recently.

Its services are currently available in Canada, the U.S. and Britain. In the long term, Wealthsimple's boss sees the company expanding to markets beyond those three countries.

"We have plans for other markets over time as well, but we're going to focus on these three for the time being," he said, adding: "The three share a lot of very similar attributes and a lot of similar problems that we're trying to solve."

Wealthsimple currently has more than $3 billion of assets under management and 100,000 clients under its belt. Its primary aim is to make investing easier for first-time and younger investors with little experience in investing.

The firm's competitors range from established players like Vanguard and Fidelity to rival robo-advisors Betterment and Wealthfront.

Katchen said Wealthsimple wants to eventually launch an initial public offering (IPO), but that this was still "several years out" for the company.

"Our intention would be someday to take the company public," Katchen said. "We want to build one of the next great independent financial services companies, and for us that means an IPO sometime, but we're not in a rush to do that and that's kind of several years out for us."

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