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CI Financial provides global wealth and asset management advisory services.
CI Financial on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
CI Financial was acquired by Mubadala Capital in 2024 for $8.66B.
Total Funding
$2.29B
Funding Rounds
4
Last Funding
Acquisitions
19
Investments
5
2 exits
Monthly Visits
Contacts
76
Patents
0
184 trademarks
About CI Financial
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 35
- Mobile apps
- 1
- Downloads (30d)
- 220
- Patents granted
- 0
- Trademarks
- 184
- IT spend
- $156.58M
Investor Activity
- Investor type
- Hedge Fund
- Investments
- 5
- Lead investments
- 1
- Portfolio orgs
- 4
- Exits
- 2
- Exits via IPO
- 2
Company Info
- Org types
- company, investor
- HQ
- Toronto, Ontario, Canada
Signals & Scores
- Trend (7d)
- -0.3
- Trend (30d)
- 2.3
- Trend (90d)
- 1.1
CI Financial Funding Rounds
4 results
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| Organization Name | Funding Type | Lead Investor Names | Org Hq Country | ||
|---|---|---|---|---|---|
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CI Financial Investments
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CI Financial Acquisitions
19 results
| Acquiree Name | Acquirer Name | Acquiree Industries | Acquiree Hq Country | ||
|---|---|---|---|---|---|
| Corient Capital Partners | — | 2022-02-22 | CI Financial | FinanceFinancial ServicesWealth Management | United States |
| Columbia Pacific Wealth Management | — | 2021-12-15 | CI Financial | Financial Services | United States |
| RH Bluestein | — | 2021-11-02 | CI Financial | Financial Services | United States |
| McCutchen Group | $3.4B | 2021-10-21 | CI Financial | BankingFinance | United States |
| Portola Partners | — | 2021-09-14 | CI Financial | AdviceFinanceFinancial Services | United States |
1–5 of 19Show
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CI Financial Key People
Founder
Chief Operating Officer
76
professional contacts at CI Financial
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