CI Financial’s Competitors, Revenue, Number of Employees, Funding, Acquisitions & News

CI Financial is a provider of asset and wealth management advisory services for businesses. Read more

Kurt MacAlpine's photo - CEO of CI Financial

CEO

Kurt MacAlpine

CEO Approval Rating

90/100

Founded:

1965

Status:

PublicTMX Group - Toronto Stock ExchangeCIX

TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

Missing a competitor? Contribute!

BDO USA is CI Financial's top competitor. BDO USA is a Private company that was founded in Chicago, Illinois in 1910. BDO USA operates in the Legal Services industry. BDO USA has 4,353 more employees vs. CI Financial.

SEI has been one of CI Financial's top competitors. SEI is headquartered in Oaks, Pennsylvania, and was founded in 1968. SEI is in the Asset & Investment Management industry. SEI generates 68% the revenue of CI Financial.

Stifel is perceived as one of CI Financial's biggest rivals. Stifel was founded in 1890 in Saint Louis, Missouri. Stifel competes in the Investment Banking & Brokerage field. Stifel generates $1.3B more revenue than CI Financial.

Weigh-in!

Help the Owler community know more

Competitor - 1/1

Is Grant Thornton a competitor of CI Financial?

Quarterly and Annual Revenue

Coming soon for CI Financial!

Annual Revenue

$2.4B

CI Financial's revenue is the ranked 22th among it's top 10 competitors. The top 10 competitors average 10.1B.

Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Balasa Dinverno Foltz, LLC

Aug 2020

Source »
undisclosed
BDF is a financial firm that offers investment management and financial planning services to individuals and institutions.
Aligned Capital Partners, Inc.

Aug 2020

Source »
undisclosed
Aligned Capital Partners is an advisory firm that offers investment and wealth management services to financial advisors.
Congress Wealth Management, LLC

May 2020

Source »
undisclosed
-
The Cabana Group, LLC

Feb 2020

Source »
undisclosed
Cabana is a provider of financial advisory, investment, and asset management services for businesses.
One Capital Management, LLC

Dec 2019

Source »
undisclosed
One Capital is a provider of retirement, wealth and investment management services for individuals and corporates.

These are all the companies that CI Financial has acquired. CI Financial has acquired 14 companies and its latest acquisition was Balasa Dinverno Foltz, LLC in Aug 2020. BDF is a financial firm that offers investment management and financial planning services to individuals and institutions.

Investments

COMPANY

DESCRIPTION

AMOUNT

INVESTMENT DATE

ROUND

EXIT DATE

Cabana is a provider of financial advisory, investment, and asset management services for businesses.
-
Apr 21, 2020
Equity
Feb 01, 2020
Lendified is an online lending platform that offers working capital loans for retail, restaurant and construction sectors.
$11.2M
Apr 16, 2019
Series A
-

These are all the companies that CI Financial has invested in. CI Financial has invested 14 companies and its latest investment was Balasa Dinverno Foltz, LLC in Aug 2020. BDF is a financial firm that offers investment management and financial planning services to individuals and institutions.

CI Financial News

August 31, 2020MarketScreener

Wealth manager Balasa Dinverno Foltz LLC once again honored as a top employer in Illinois

(marketscreener.com) ITASCA, Ill., Aug. 31, 2020 /PRNewswire/ - Balasa Dinverno Foltz LLC , one of th... See more »
August 6, 2020Investment Executive

Net income stable for CI in Q2

Redemptions were down in a quarter that saw CI acquire ownership stakes in two U.S. RIAs The post Net... See more »
July 30, 2020MarketScreener

powers OCM Capital Partners' acquisition of registered investment advisor Thousand Oaks Financial

(marketscreener.com) WESTLAKE VILLAGE, Calif., July 30, 2020 /PRNewswire/ - OCM Capital Partners LLC ... See more »
July 10, 2020Arkansas Business

CI Financial Closes on Investment in Fayetteville Firm

CI Financial Corp. of Toronto announced Friday that it has completed its previously announced acquisi... See more »
May 27, 2020Wealth Adviser

CI Financial makes strategic investment in Congress Wealth Management

CI Financial makes strategic investment in Congress Wealth Management Submitted 27/05/2020 - 9:59am C... See more »
May 21, 2020PE Hub Network

CI Financial acquires full ownership of WealthBar

CI Financial Corp has acquired the remaining 25 percent it did not already own of WealthBar Financial... See more »

CI Financial Press Releases

December 1, 2015CNW Group Ltd

CI Financial reports assets under management

TSX Symbol: CIX TORONTO, Dec. 1, 2015 /CNW/ - CI Financial Corp. ("CI") today reported assets under m... See more »
November 5, 2015CNW GROUP

Earnings per share increase 6%

TSX Symbol: CIX TORONTO, Nov. 5, 2015 /CNW/ - CI Financial Corp. ("CI") today released unaudited fina... See more »
October 22, 2015CNW GROUP LTD

CI Financial announces earnings conference call and webcast

TSX Symbol: CIX TORONTO, Oct. 22, 2015 /CNW/ - CI Financial Corp. ("CI") will release its financial r... See more »
September 2, 2015CNW GROUP LTD

CI Financial reports assets under management

TSX Symbol: CIX TORONTO, Sept. 2, 2015 /CNW/ - CI Financial Corp. ("CI") today reported assets under ... See more »

CI Financial Videos

March 20, 2015CI Financial Youtube Channel

"Comprendre RFG" on YOUTUBE

March 16, 2015CI Financial Youtube Channel

"Understanding MER" on YOUTUBE

March 9, 2015CI Financial Youtube Channel

"SunWise Essential Series 2" on YOUTUBE

Headquarters

2 Queen Street East Twentieth Floor

Toronto, OntarioM5C 3G7

416-364-1145

Driving Directions »

Trending Companies

Summary

ABOUT

Overview

CI Financial is a provider of asset and wealth management advisory services for businesses. CI Financial was founded in 1965. CI Financial's headquarters is located in Toronto, Ontario, CA M5C 3G7. CI Financial's CEO, Kurt MacAlpine, currently has an...

CEO

CI Financial's CEO, Kurt MacAlpine, currently has an approval rating of 90%. CI Financial's primary competitors are BDO USA, SEI & Stifel.

Website

cifinancial.com

Frequently Asked Questions about CI Financial

  1. When was CI Financial founded?

    CI Financial was founded in 1965
  2. Who is CI Financial's CEO?

    CI Financial's CEO is Kurt MacAlpine
  3. How much revenue does CI Financial generate?

    CI Financial generates $2.4B in revenue
  4. How much funding does CI Financial have?

    CI Financial has historically raised $0 in funding
  5. Where is CI Financial's headquarters?

    CI Financial's headquarters is in Toronto Ontario, CA
  1. How many employees does CI Financial have?

    CI Financial has 1,800 employees
  2. What sector does CI Financial operate in?

    CI Financial is in Diversified Investment Services
  3. Who are CI Financial's competitors?

    CI Financial's top competitors are BDO USA, SEI, Stifel
  4. Who has CI Financial invested in?

    CI Financial's has invested in companies such as Cabana, Lendified