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CI Financial Corp.

CI Financial Corp.

Toronto, Ontariocifinancial.com

Overview

CI Financial Corp. is a Canadian-based diversified global asset and wealth management company that offers a broad range of investment solutions and financial advice to individual and institutional clients across Canada, the United States, and Australia.

Year Founded

1965

Portfolio Companies

4

Investments

CI Financial Corp. investments
CompanyDateStageLead
Newton Crypto Ltd.Feb 2022Series BCo-investor
d1g1t Inc.Sep 2023VC RoundCo-investor
NulogyOct 2014VC RoundCo-investor
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Key People

Ade O.

Portfolio Manager

Julia Faletski

Portfolio Manager, Team Lead

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

Portfolio analytics

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Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is CI Financial Corp. based?

CI Financial Corp. is headquartered in Toronto, Ontario, Canada.

When was CI Financial Corp. founded?

CI Financial Corp. was founded in 1965.

How many portfolio companies does CI Financial Corp. have?

CI Financial Corp. has 4 portfolio companies in Caplight's dataset.

What are some companies in CI Financial Corp.'s portfolio?

Portfolio companies visible on Caplight include Newton Crypto Ltd., d1g1t Inc., Nulogy.

What was CI Financial Corp.'s most recent investment shown here?

CI Financial Corp.'s most recent investment in this portfolio sample was in d1g1t Inc. in 2023.

What sectors does CI Financial Corp. focus on?

CI Financial Corp. focuses on Crypto & Web3, FinTech, Enterprise Software, FinTech, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, FinTech.

What company stages does CI Financial Corp. focus on?

Stage focus information for CI Financial Corp. is not publicly available.

What is CI Financial Corp.'s AUM?

CI Financial Corp.'s assets under management are estimated between $380.4B and $430.0B.

Firmographic Details

HeadquartersToronto, Ontario
Year Founded1965

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