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Company profile: CI Direct Investing

1.1 - Company Overview

CI Direct Investing Logo

CI Direct Investing

Headquarter: Canada
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of online portfolio management and financial advice for Canadians, offering CI Direct Investing, an automated investment and savings platform with professional advice and investment management; ETF, impact, and private portfolios; a high interest savings account; and financial planning tools and calculators.

Products and services

  • CI Direct Investing: Automated investment and savings platform delivering professional advice, investment management, and a variety of account types to help Canadians meet specific financial goals
  • ETF Portfolios: Low-fee investment portfolios delivering global opportunities through exchange-traded funds, offering cost-efficient exposure to global opportunities for investors
  • Private Portfolios: Alternative-asset portfolios that diversify holdings using private and alternative assets, investment portfolios architected for diversification through private assets alongside alternative asset categories

Key contacts

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Financial details

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1.2 - Competitors and similar companies to CI Direct Investing

City Networks Logo

City Networks

HQ: United Kingdom Website
  • Description: Provider of software and services for reconciliation, multi-asset process automation, and operational risk management.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full City Networks company profile →
Vinoble Logo

Vinoble

HQ: United States Website
  • Description: Provider of accounting, taxation, bookkeeping, business consulting, insurance and group benefits, and wealth management services. Offerings include comprehensive financial planning and investment advisory with ongoing meetings, employee benefits and insurance (medical, dental, vision, voluntary) tailored to business needs, and strategic tax planning and filing for small businesses and individuals.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Vinoble company profile →
BrightScope Logo

BrightScope

HQ: United States Website
  • Description: Provider of web-based financial information solutions for retirement planning and wealth management, bringing transparency to opaque markets and enabling better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full BrightScope company profile →
Compound Logo

Compound

HQ: United States Website
  • Description: Provider of wealth advisory services with a focus on alternative assets and AI-powered tools.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Compound company profile →
Derivation Logo

Derivation

HQ: United Kingdom Website
  • Description: Provider of market-leading integrated accounting, trading and risk management solutions, specialising in risk, analytics, and portfolio management solutions for institutional and hedge fund managers.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Derivation company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for CI Direct Investing

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Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to CI Direct Investing

2.2 - Growth funds investing in similar companies to CI Direct Investing

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4 - Top valuation comps for CI Direct Investing

4.2 - Public trading comparable groups for CI Direct Investing

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4.3 - M&A Transactions similar to CI Direct Investing

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About CI Direct Investing

What does CI Direct Investing do?

CI Direct Investing is a provider of online portfolio management and financial advice for Canadians, offering CI Direct Investing, an automated investment and savings platform with professional advice and investment management; ETF, impact, and private portfolios; a high interest savings account; and financial planning tools and calculators.

Who are CI Direct Investing's competitors?

CI Direct Investing's competitors and similar companies include City Networks, Vinoble, BrightScope, Compound, and Derivation.

Where is CI Direct Investing headquartered?

CI Direct Investing is headquartered in Canada.

How many employees does CI Direct Investing have?

CI Direct Investing has 1,000 employees 🔒.

When was CI Direct Investing founded?

CI Direct Investing was founded in 2010 🔒.

What sector and industry vertical is CI Direct Investing in?

CI Direct Investing is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for CI Direct Investing

Who are the top strategic acquirers in CI Direct Investing's sector and industry

Top strategic M&A buyers and acquirers in CI Direct Investing's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for CI Direct Investing?

Top strategic M&A buyers groups and sectors for CI Direct Investing include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in CI Direct Investing's sector and industry vertical

Which are the top PE firms investing in CI Direct Investing's sector and industry vertical?

Top PE firms investing in CI Direct Investing's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in CI Direct Investing's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in CI Direct Investing's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in CI Direct Investing's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to CI Direct Investing include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in CI Direct Investing's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for CI Direct Investing?

The key public trading comparables and valuation benchmarks for CI Direct Investing include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for CI Direct Investing for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for CI Direct Investing with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in CI Direct Investing's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for CI Direct Investing with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in CI Direct Investing's' sector and industry vertical?

Access recent funding rounds and capital raises in CI Direct Investing's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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