CI Direct Investing
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 11-50 Employees

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Overview

Headquarters

#490-1122 Mainland St, Vancouver, Britis...

Phone Number

(888) 373-7674

Revenue

$34.5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About CI Direct Investing

CI Direct Investing is a leading Canadian online wealth management and financial planning platform offering premium online investing portfolios and low-fee ETFs, along with unlimited commission-free advice. Founded in 2014, CI Direct Investing offers a diverse service and product offering that combines technology with human advisers for a personalized experience.Explore more
CI Direct Investing's Social MediaPopular SearchesCI Direct InvestingDirect InvestingWealthBar Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

CI Direct Investing Org Chart

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DD
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Vice President, Wealth Management

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Portfolio Management Head of Trading

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CI Direct Investing

$34.5M
11-50
Private
$5.5M
2014
DD
David DyckVice President, Wealth Management
$5.9M
11-50
Private
-
2013
$5.5M
11-50
Private
-
2014
N/A
$5.3M
11-50
Private
<$5M
2014
AM
Allen MooreCEO & Co-Founder
<$5M
11-50
Private
-
2019
CW
Chuin WeberCEO & Executive Director & Chief Investment Officer
<$5M
11-50
Private
-
2015
AA
Abdennour AissaouiChief Technology Officer
<$5M
1-10
Private
-
2001
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CI Direct Investing is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CI Direct Investing is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CI Direct Investing.

CI Direct Investing financials insights

Gather financial insights about CI Direct Investing, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2016

Unspecified

$5.5M

See All CI Direct Investing's Financials Insights

CI Direct Investing Tech Stack

A closer look at the technologies used by CI Direct Investing

Most Recent Scoops

Open Position
CI Direct Investing is seeking an Intermediate Product Designer. (Vancouver, BC)
Seeking Replacement, Personnel Moves
Open Position
CI Direct Investing is seeking an Intermediate Software Developer. (Vancouver, BC)
Seeking Replacement, Personnel Moves
Open Position
CI Direct Investing is seeking a Customer Experience Associate. (Vancouver, BC)
Seeking Replacement, Personnel Moves
Open Position
CI Direct Investing is seeking an Onboarding Specialist. (Vancouver, BC)
Seeking Replacement, Personnel Moves
Open Position
Seeking Replacement, Personnel Moves
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CI Direct Investing News & Media

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Frequently Asked Questions Regarding CI Direct Investing

What is CI Direct Investing's official website?
CI Direct Investing's official website is www.cidirectinvesting.com
What is CI Direct Investing's Revenue?
CI Direct Investing's revenue is $34.5 Million
What is CI Direct Investing's SIC code?
CI Direct Investing's SIC: 62,628
What is CI Direct Investing's NAICS code?
CI Direct Investing's NAICS: 52,523
How many employees does CI Direct Investing have?
CI Direct Investing has 11-50 employees
What industry does CI Direct Investing belong to?
CI Direct Investing is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is CI Direct Investing competition?
CI Direct Investing top competitors include: Community Partners, Justwealth, MoneyOwl, XY Planning Network
What companies has CI Direct Investing acquired?
CI Direct Investing has acquired the companies: Chartered Semiconductor Manufacturing, Yield Advantage Income Trust, Rockwater Capital, Bdf
What technology does CI Direct Investing use?
Some of the popular technologies that CI Direct Investing uses are: DocuSign, LiveRamp, Eyeota, OpenX Ad Exchange
How do I contact CI Direct Investing?
CI Direct Investing contact info: Phone number: (888) 373-7674 Website: www.cidirectinvesting.com
What does CI Direct Investing do?

CI Direct Investing is a leading Canadian online wealth management and financial planning platform offering premium online investing portfolios and low-fee ETFs, along with unlimited commission-free advice. Founded in 2014, CI Direct Investing offers a diverse service and product offering that combines technology with human advisers for a personali... zed experience.Read More

What are CI Direct Investing social media links?
CI Direct Investing Linkedin page CI Direct Investing Twitter page CI Direct Investing Facebook page
Is CI Direct Investing a public company?
CI Direct Investing is private company therefore does not currently have an official ticker symbol
See more information about CI Direct Investing

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