About CI Financial
CI Financial is a company based in Toronto (Canada) founded in 1965 was acquired by Mubadala in November 2024. The company has 335 employees. CI Financial has completed 32 acquisitions, including Aligned Capital Partners, Balasa Dinverno Foltz and Barrett Asset Management. CI Financial offers products and services including Mutual Funds, ETFs, and Wealth Management Platforms. CI Financial operates in a competitive market with competitors including Investec, Bank of America, S&P Global, Sun Life Financial and FIS, among others.
- Headquarter Toronto, Canada
- Employees 335
- Stage Public
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website cifinancial.com
- Social LinkedIn
- Acquired by Mubadala (Nov 2024)
- Legal Name Ci Us Holdings Inc.
- Latest Funding Round$325M (USD), Debt – Conventional
Jul 2018
- Investors
- Employee Count335
- Investments & AcquisitionsAligned Capital Partners
& 31 more
- Acquired byMubadala
(Nov 2024)
Products & Services of CI Financial
CI Financial offers a comprehensive portfolio of products and services, including Mutual Funds, ETFs, and Wealth Management Platforms.
Funds for diversified investment strategies and asset growth
Track indices for accessible trading and portfolio diversification
Platforms for personalized financial planning and asset management
Funding Insights of CI Financial
- Total Rounds 1
- Last Round Debt – Conventional — $325M
- First Round $325M
(Jul 2018)
All 1 funding rounds of CI Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2018 | $325M | Debt – Conventional | – | – | – |
1 investors in total: 1 institutional.
Investors in CI Financial
CI Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Mubadala.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Sovereign wealth fund of United Arab Emirates | 2002 | mubadala.com | Abu Dhabi, United Arab Emirates |
Investor details for CI Financial
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People of CI Financial
12 people are tracked at CI Financial (6 in leadership, 6 in board & advisors); the tracked headcount is 335.
| Name | Role | Group |
|---|---|---|
Kurt MacAlpine | CEO | Leadership |
Douglas J. Jamieson | EVP, CFO, CI Financial | Leadership |
Sean Etherington | President, Assante Wealth Management (Canada) Limited | Leadership |
Roy Ratnavel | EVP, Head of Distribution, CI Investments | Leadership |
Lorraine Blair | EVP, Chief Talent Officer, CI Financial | Leadership |
Darie Urbanky | President, COO | Leadership |
William T. Holland | Chairman | Board & advisors |
David P. Miller | Director | Board & advisors |
Paul J. Perrow | Director | Board & advisors |
Sheila A. Murray | Director | Board & advisors |
William Butt | Director | Board & advisors |
Tom P. Muir | Director | Board & advisors |
Complete people profiles for CI Financial
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- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by CI Financial
CI Financial has strategically engaged in corporate development activities, having acquired 32 companies. Notable acquisitions include Aligned Capital Partners, Balasa Dinverno Foltz and Barrett Asset Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified asset management services are offered globally by Invesco. | invesco.com | Atlanta, United States | 0 | Sep 2026 | •••• | |
Provides alternative asset management with risk minimization and competitive returns for investors. | forgefirst.com | – | 0 | Sep 2025 | •••• | |
Provides wealth management services | corient.com | Newport Beach, United States | 2006 | Feb 2022 | •••• | |
Diversified investment management services are provided across multiple sectors. | columbiapacific.com | Seattle, United States | 2006 | Dec 2021 | •••• | |
Investment advisory and wealth management services are provided. | matrixcapital.com | Chicago, United States | 2000 | Dec 2021 | •••• | |
Wealth management firm | gofen.com | Chicago, United States | 1932 | Nov 2021 | •••• | |
Provider of investment management and advisory services | rhbco.com | Birmingham, United States | 1990 | Nov 2021 | •••• | |
Provider of financial services | mccutchengroup.com | Seattle, United States | 2007 | Oct 2021 | •••• | |
Investment and financial advisory services are provided to clients. | portolapartnersllc.com | Menlo Park, United States | 2020 | Sep 2021 | •••• | |
Wealth management and financial advisory services are provided. | radnorfinancial.com | Wayne, United States | 2002 | Sep 2021 | •••• |
Complete acquisition details for CI Financial
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- Complete history
- Exports
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Timeline of CI Financial
14 dated milestones of CI Financial across 61 years, from founding to its latest funding, stage changes and deals.
- Founded CI Financial is founded.
- IPO Lists on the stock exchange (IPO).
- Funding First funding round of $325.0M.
- Acquisition Acquires Radnor Financial.
- Acquisition Acquires Portola Partners.
- Acquisition Acquires McCutchen Group.
- Acquisition Acquires R. H. Bluestein.
- Acquisition Acquires Gofen and Glossberg.
- Acquisition Acquires Columbia Pacific Advisors.
- Acquisition Acquires Matrix Capital.
- Acquisition Acquires Corient Capital Partners.
- Exit Acquired by Mubadala.
- Acquisition Acquires Forge First.
- Acquisition Acquires Invesco.
Competitors of CI Financial
CI Financial 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 Investec, Bank of America, S&P Global, Sun Life Financial and FIS, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| sunlife.com | 1865 | Toronto, Canada | – | 32,002 | Insurance and asset management services are offered to diverse clients. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| rbc.com | 1864 | Toronto, Canada | – | 500 | Comprehensive banking and financial services are provided globally. | |
| fairfax.ca | 1985 | Toronto, Canada | – | 38,040 | Property & casualty insurance company | |
| simcorp.com | 1971 | Copenhagen, Denmark | – | 1,906 | Front and back-office solutions are delivered for investment managers. |
Detailed competitors of CI Financial
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
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Web traffic of CI Financial
The website of CI Financial (cifinancial.com) receives about 306.2K visits a month and ranks #176,392 among all websites worldwide, #1,868 in Investing.
- Monthly visits306.2K
▲ 33.3% vs previous month
- Unique visitors74.6K
per month
- Global rank#176,392
among all websites
- Category rank#1,868
Finance · Investing
- Bounce rate53%
- Pages per visit3.1
- Average visit1 min 29 sec
- DevicesDesktop 46% · Mobile 54%
Websites whose visitors overlap most with CI Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ci.com | 100% | – | #223,522 | View details | |
mackenzieinvestments.com | mackenzieinvestments.com | 94% | – | #165,703 | – |
| fidelity.ca | 94% | – | #48,885 | View details | |
| blackrock.com | 93% | 4.1M | #20,293 | View details | |
assanteservices.com | assanteservices.com | 92% | – | #232,869 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for CI Financial
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Latest news on Ci Financial
Complete news archive for CI Financial
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Similar companies to CI Financial
10 companies that operate in the same segment as CI Financial (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 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 banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about CI Financial
CI Financial was founded in 1965 and raised its 1st funding round 53 years after it was founded.
CI Financial is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Kurt MacAlpine is the current CEO of CI Financial.
CI Financial has 335 employees.
CI Financial was established in 1965 in Toronto, Canada, within the financial services sector. Advisory services for wealth management and asset management are offered to clients. Operations are centered on investment strategies and portfolio guidance, with a focus on North American markets. The company is headquartered in Toronto, serving institutional and individual investors through various advisory platforms. Leadership is provided by CEO Kurt MacAlpine.
CI Financial's top competitors include Investec, S&P Global and Bank of America.
CI Financial offers Mutual Funds, ETFs, and Wealth Management Platforms.
CI Financial has made 32 acquisitions, including Aligned Capital Partners, Balasa Dinverno Foltz, and Barrett Asset Management.
CI Financial has 1 investor. Key investors include Mubadala.
CI Financial operates through Ci Us Holdings Inc..
Yes. CI Financial was acquired by Mubadala in November 2024.
The website of CI Financial receives about 306 thousand visits a month and ranks #176,392 among all websites worldwide.