CI U.S. Wealth Management - Crunchbase Company Profile & Funding

Q: Who invested in CI U.S. Wealth Management?

CI U.S. Wealth Management has 5 investors including State Of Wisconsin And Ares Management.

Q: How much funding has CI U.S. Wealth Management raised to date?

CI U.S. Wealth Management has raised obfuscated.

Overview

CI U.S. Wealth Management

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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

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About CI U.S. Wealth Management

CB Rank

80600

CI U.S. Wealth Management provides financial services.

Founded

obfuscation

Private

Secondary Market

Toronto, Ontario, Canada

1001-5000

www.cifinancial.com/

Asset Management

Financial Services

Wealth Management

Funding Rounds

Secondary Market

OBF

obfuscation

Details

Sub-Organization of

CI Financial

Also Known As

CI US

Operating Status

Active

Company Type

For Profit

About the Company

CI U.S. wealth management provides financial services.

Phone Number

+1 (416) 364-1145

Predictions & Insights

Growth Insight

See this Growth Insight

CI U.S. Wealth Management is

Lorem

to be growing

Top Contributing Factors

Financial Growth

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Has Achieved Unicorn Status

Products & Services

Wealth Management Services (Corient)

Provides financial advisory and wealth management services to clients in the U.S. through registered investment advisor firms and corporate trustee services.

Mutual Funds and Exchange-Traded Funds (ETFs)

Offers a range of mutual funds and ETFs investing in fixed income, ESG, alternatives, and thematic strategies for asset management clients.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Secondary Market - CI U.S. Wealth Management	5	obfuscated obfuscation	—	Secondary Market
obfuscated obfuscation	Secondary Market - CI U.S. Wealth Management	5	obfuscated obfuscation	—	Secondary Market
obfuscated obfuscation	Secondary Market - CI U.S. Wealth Management	5	obfuscated obfuscation	—	Secondary Market
obfuscated obfuscation	Secondary Market - CI U.S. Wealth Management	5	obfuscated obfuscation	—	Secondary Market
obfuscated obfuscation	Secondary Market - CI U.S. Wealth Management	5	obfuscated obfuscation	—	Secondary Market

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Secondary Market - CI U.S. Wealth Management	5	obfuscated obfuscation	—	Secondary Market
obfuscated obfuscation	Secondary Market - CI U.S. Wealth Management	5	obfuscated obfuscation	—	Secondary Market
obfuscated obfuscation	Secondary Market - CI U.S. Wealth Management	5	obfuscated obfuscation	—	Secondary Market
obfuscated obfuscation	Secondary Market - CI U.S. Wealth Management	5	obfuscated obfuscation	—	Secondary Market
obfuscated obfuscation	Secondary Market - CI U.S. Wealth Management	5	obfuscated obfuscation	—	Secondary Market

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
State Of Wisconsin	—	Secondary Market - CI U.S. Wealth Management	—
State Of Wisconsin	—	Secondary Market - CI U.S. Wealth Management	—
State Of Wisconsin	—	Secondary Market - CI U.S. Wealth Management	—
State Of Wisconsin	—	Secondary Market - CI U.S. Wealth Management	—
State Of Wisconsin	—	Secondary Market - CI U.S. Wealth Management	—