Forge First
About Forge First
Forge First is a company was acquired by CI Financial in September 2025. It operates as a B2B. Forge First offers products and services including Conservative Alternative Fund, Long Short Alternative Fund, Multi Strategy LP, and Long Short LP. Forge First operates in a competitive market with competitors including Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, among others.
- SectorsFinancial Services
- Email••••••••
- Website forgefirst.com
- Acquired by CI Financial (Sep 2025)
- Legal Name Forge First Asset Management Inc
- Investors
- Acquired byCI Financial
(Sep 2025)
Products & Services of Forge First
Forge First offers a comprehensive portfolio of products and services, including Conservative Alternative Fund, Long Short Alternative Fund, Multi Strategy LP, and Long Short LP.
Focuses on asset protection and balanced capital growth.
Manages strategies for diversified North American securities.
Offers multi-strategy approaches for competitive returns.
Provides long/short investments in securities markets.
Investors in Forge First
Forge First has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and asset management advisory services are provided. | 1965 | cifinancial.com | Toronto, Canada |
Investor details for Forge First
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Competitors of Forge First
Forge First 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 Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| hsbc.com | 1865 | London, United Kingdom | – | 220,861 | Universal banking and financial advisory services are provided globally. | |
| group.bnpparibas | 1848 | Paris, France | – | 198,011 | Banking & financial service provider | |
| nordea.com | 1820 | Stockholm, Sweden | – | 30,399 | Nordea is recognized as a leading Nordic universal bank. | |
| generali.com | 1831 | Trieste, Italy | – | 71,327 | Diversified insurance and asset management services are offered globally. | |
| hayfin.com | 2013 | London, United Kingdom | $6.2B | 62 | Private debt investments are directed across multiple sectors. | |
| ubs.com | 1862 | Zurich, Switzerland | – | 62,537 | Financial services are provided globally by UBS for wealth management. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of Forge First
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Latest news on Forge First
Complete news archive for Forge First
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Similar companies to Forge First
10 companies that operate in the same segment as Forge First (Private Equity Funds), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | – | USD 6.2 B | 3,200 | |
Private equity firm and fund of funds focused on multiple sectors | 2020 | India | – | USD 238.01 M | 969 | |
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | – | USD 3.15 B | 3,200 | |
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | – | USD 20.29 B | 4,830 | |
Acquisitions are targeted by Novacap, a private equity firm. | 1981 | Brossard, Quebec, Canada | – | – | 298 | |
Digital infrastructure and real estate investments are managed by DigitalBridge. | 2013 | Manchester, Greater Manchester, United Kingdom | – | USD 607.03 M | 324 | |
Limited information is provided about Onex's activities. | 1984 | Toronto, Ontario, Canada | – | USD 293.91 M | 373 | |
Data infrastructure companies are targeted for private equity investments. | 2001 | San Francisco, California, United States | – | – | 60 | |
Private equity investments are directed toward multiple sectors. | 1986 | Washington, District Of Columbia, United States | – | USD 4.79 B | 2,300 | |
A private equity firm focused on mid-market software leaders. | 1990 | Menlo Park, California, United States | USD 1.67 M | USD 164.06 M | – |
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Frequently Asked Questions about Forge First
Forge First Asset Management is an alternative asset manager that delivers investment solutions balancing asset protection and capital enhancement through longshort funds. Founded in 2012, it actively manages diversified North American securities portfolios. Based in Toronto, Canada, the company focuses on risk management and minimizing losses to achieve returns for institutional and individual investors. It operates via managed funds to navigate market uncertainties.
Forge First's top competitors include Fidelity Investments, Investec and HSBC.
Forge First offers Conservative Alternative Fund, Long Short Alternative Fund, Multi Strategy LP, and Long Short LP.
Forge First has 1 investor. Key investors include CI Financial.
Forge First operates through Forge First Asset Management Inc.
Yes. Forge First was acquired by CI Financial in September 2025.