Total Funding
64
69
Total FundingDebt Financing raised
Growth Score 64 in past quarter
-18 pts
Heat Score 69 in past quarter
-10 pts
Company Performance Metrics
Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
See more interactive data and historical milestones on desktop for the best experience
63178
CI Financial provides global wealth and asset management advisory services.
- Darie Urbanky: Chief Operating Officer
- Past Role: Spectrum Investment Management Limited, strategic initiatives
About the Company
CI Financial is an independent firm that specializes in wealth management and asset management advisory services for individuals and institutions. With a history of adapting to investors' needs, the company offers a comprehensive range of strategies and services designed to enhance client investment experiences.

