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
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Ci Us Holdings Inc.
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Annual Revenue
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Net Profit
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EBITDA
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Funds for diversified investment strategies and asset growth
Track indices for accessible trading and portfolio diversification
Platforms for personalized financial planning and asset management
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Funding Insights of CI Financial
- Total Funding Total Funding
- Total Rounds 1
- Last Round Debt – Conventional — $325.0M
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First Round
First Round
(20 Jul 2018)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2018 | Amount | Debt – Conventional - CI Financial | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in CI Financial
CI Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Mubadala. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Sovereign wealth fund of United Arab Emirates
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| 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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2020 | ||||
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Financial advisory, fund, and asset management services are provided.
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2020 | ||||
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Back-office solutions for wealth managers
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2014 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - CI Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Ci Financial Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Insurance and asset management services are offered to diverse clients.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers worldwide.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ci Financial
Frequently Asked Questions about CI Financial
When was CI Financial founded?
CI Financial was founded in 1965 and raised its 1st funding round 53 years after it was founded.
Where is CI Financial located?
CI Financial is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Who is the current CEO of CI Financial?
Kurt MacAlpine is the current CEO of CI Financial.
How many employees does CI Financial have?
As of Dec 31, 2021, the latest employee count at CI Financial is 335.
What does CI Financial do?
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.
Who are the top competitors of CI Financial?
CI Financial's top competitors include Investec, S&P Global and Bank of America.
What products or services does CI Financial offer?
CI Financial offers Mutual Funds, ETFs, and Wealth Management Platforms.
How many acquisitions has CI Financial made?
CI Financial has made 31 acquisitions, including Aligned Capital Partners, Balasa Dinverno Foltz, and Barrett Asset Management.
Who are CI Financial's investors?
CI Financial has 1 investor. Key investors include Mubadala.
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