CI Financial
North America, Ontario, Canada, Toronto
Description
CI Financial provides global wealth and asset management advisory services.
Investor Profile
CI Financial has backed more than 4 startups, with 0 new investments in the last 12 months alone. The firm has led 1 rounds, about 25% of its total and boasts 2 exits across its portfolio.
Investment Focus Highlights
- Concentrates on Series Unknown, Series A, Post Ipo Debt rounds (top funding stages).
- Majority of deals are located in Canada.
- Strong thematic focus on Financial Services, FinTech, Analytics.
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
FAQ
Frequently Asked Questions
Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.
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