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 as of December 31, 2021. CI Financial has completed 31 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 as on 31 Dec, 2021
- Stage Public
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Sectors
Financial Services
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Ci Us Holdings Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
$325 M (USD), Debt – Conventional
Jul 20, 2018
- Investors
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Employee Count
335
as on Dec 31, 2021
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Investments & Acquisitions
Aligned Capital Partners
& 30 more
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Acquired by
Mubadala
(Nov 26, 2024)
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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
People of CI Financial
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Funding Insights of CI Financial
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 |
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Sovereign wealth fund of United Arab Emirates
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Locked | Locked | Locked |
Investor details for CI Financial
Investor domains, locations, round participation, and complete history require an active premium plan.
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- Investor locations
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Investments & Acquisitions by CI Financial
CI Financial has strategically engaged in corporate development activities, having acquired 31 companies. Notable acquisitions include Aligned Capital Partners, Balasa Dinverno Foltz and Barrett Asset Management.
Investment portfolio details for CI Financial
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Investment and financial advisory services are provided to clients.
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Locked | Locked | 2020 | Locked | |
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Financial advisory, fund, and asset management services are provided.
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Locked | Locked | 2020 | Locked | |
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Back-office solutions for wealth managers
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Locked | Locked | 2014 | Locked |
Complete acquisition details for CI Financial
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - CI Financial
Detailed financials for CI Financial
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- Historical revenue
- Profit trends
- Statement rows
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Ci Financial Comparisons
Peer comparison for CI Financial
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- Headcount comparison
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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 year | HQ Location | Description |
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| Locked | Locked | Locked |
Global banking, investment, and wealth management services are offered worldwide.
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| Locked | Locked | Locked |
Commercial banking and asset management services are offered worldwide.
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| Locked | Locked | Locked |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Locked | Locked | Locked |
Insurance and asset management services are offered to diverse clients.
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| Locked | Locked | Locked |
Software suites for banks and financial institutions are provided.
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| Locked | Locked | Locked |
Financial services are provided to asset managers worldwide.
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Detailed competitors of CI Financial
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Latest news on Ci Financial
Complete news archive for CI Financial
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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.
As of Dec 31, 2021, the latest employee count at CI Financial is 335.
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 31 acquisitions, including Aligned Capital Partners, Balasa Dinverno Foltz, and Barrett Asset Management.
CI Financial has 1 investor. Key investors include Mubadala.