Total Funding
63
67
Total FundingDebt Financing raised
Growth Score
-18 pts
Heat Score
-9 pts
Company Performance Metrics
Score
Trend
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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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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.
