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CI Financial

North America, Ontario, Canada, Toronto

Description

CI Financial provides global wealth and asset management advisory services.

Investor Profile

CI Financial has made 4 investments, with 0 in the past 12 months and 25% as lead.

Stage Focus

  • Series Unknown (50%)
  • Series A (25%)
  • Post Ipo Debt (25%)

Country Focus

  • Canada (100%)

Industry Focus

  • Financial Services
  • Fintech
  • Analytics
  • Management Information Systems
  • Wealth Management
  • Banking
  • Finance
  • Marketplace
  • Mineral
  • Mining Technology
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does CI Financial frequently co-invest with?

MissionOG
North America, Pennsylvania, United States, Philadelphia
Co-Investments: 2
WD Capital Markets
North America, Ontario, Canada, Toronto
Co-Investments: 1
Purpose Investments
North America, Ontario, Canada, Toronto
Co-Investments: 1
IF
North America, Ontario, Canada, Toronto
Co-Investments: 1
Illuminate Financial
Europe, England, United Kingdom, London
Co-Investments: 1
FirePower Capital
North America, Ontario, Canada, Toronto
Co-Investments: 1
NAventures
North America, Quebec, Canada, Montréal
Co-Investments: 1
FigTree Financial
North America, Saint Michael, Barbados, Bridgetown
Co-Investments: 1
Windsor Private Capital
North America, Ontario, Canada, Toronto
Co-Investments: 1
Shoppers Drug Mart
North America, Ontario, Canada, Toronto
Co-Investments: 1

Which angels does CI Financial often collaborate with?

GM
North America, United States
Shared Deals: 1

What are some of recent deals done by CI Financial?

d1g1t

Toronto, Ontario, Canada

d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services.

AnalyticsFinancial ServicesFinTechManagement Information SystemsWealth Management
Series UnknownSep 27, 2023
IAMGOLD Corporation

Toronto, Ontario, Canada

A leading mid-tier gold producer with four operating gold mines (including current joint ventures) on three continents.

MineralMining TechnologyPrecious Metals
Post Ipo DebtMay 16, 2023
Amount Raised: $400,000,000
d1g1t

Toronto, Ontario, Canada

d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services.

AnalyticsFinancial ServicesFinTechManagement Information SystemsWealth Management
Series UnknownJun 24, 2021
Amount Raised: $12,984,378
Lendified

Toronto, Ontario, Canada

Lendified is a financial services marketplace.

BankingFinanceFinancial ServicesFinTechMarketplace
Series AApr 17, 2019
Amount Raised: $11,236,502