About CI Direct Investing
CI Direct Investing is a company based in Vancouver (Canada) founded in 2020. It operates as a B2C and D2C. CI Direct Investing offers products and services including Investing Platform and Trading Platform. CI Direct Investing operates in a competitive market with competitors including Wealthsimple, Nest Wealth, Responsive, WealthBar and Qara, among others.
- Headquarter Vancouver, Canada
- SectorsFinancial Services
- Website cidirectinvesting.com
- Social LinkedIn X Facebook
- Legal Name Wealthbar Financial Services Inc.
Products & Services of CI Direct Investing
CI Direct Investing offers a comprehensive portfolio of products and services, including Investing Platform and Trading Platform.
Online service for managed investments and financial advice.
Tools for self-directed trading with low fees.
Apps and channels of CI Direct Investing
CI Direct Investing publishes 4 mobile apps with over 6K+ downloads.
Competitors of CI Direct Investing
CI Direct Investing operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Wealthsimple, Nest Wealth, Responsive, WealthBar and Qara, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| wealthsimple.com | 2014 | Toronto, Canada | $1.29B | 1,251 | Online robo advisory and stock trading services are provided. | |
| nestwealth.com | 2014 | Toronto, Canada | $5.95M | – | Fully managed investment account. | |
| responsive.ai | 2015 | Vancouver, Canada | $6.9M | – | AI-driven portfolios are adapted to global economic changes for users. | |
| wealthbar.com | 2012 | Vancouver, Canada | $4.26M | – | Online portfolio management and financial advisory services are offered. | |
| qara.ai | 2014 | Seoul, South Korea | $3M | – | AI-enabled robo advisory for wealth management is provided. | |
| investia.ca | 1988 | Quebec, Canada | – | – | Financial advisory and investment services are offered to individuals online. | |
| modernadvisor.ca | 2013 | Vancouver, Canada | $2.2M | – | Personalized ETF investment portfolios are built and managed automatically. | |
| quiena.com | 2015 | Buenos Aires, Argentina | $1.66M | – | Automated financial advice is offered for US asset investments. |
Detailed competitors of CI Direct Investing
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Similar companies to CI Direct Investing
10 companies that operate in the same segment as CI Direct Investing (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about CI Direct Investing
CI Direct Investing was founded in 2020.
CI Direct Investing is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.
CI Direct Investing is an online wealth management firm offering access to professionally managed investments and self-directed trading. It operates through digital platforms with low fees and advanced technology, serving individual investors in Canada. The company provides financial advice, diverse investment options, and tools for saving and trading, making it easy for users to manage their finances.
CI Direct Investing's top competitors include Wealthsimple, Responsive and Investia Financial Services.
CI Direct Investing offers Investing Platform and Trading Platform.
CI Direct Investing operates through Wealthbar Financial Services Inc..
Yes. CI Direct Investing publishes CI Direct Investing and 3 more apps, with over 6,000 downloads.