When was CFI founded?

CFI was founded in 2016 and raised its 1st funding round 5 years after it was founded.

Where is CFI located?

CFI is headquartered in Vancouver, Canada. It is registered at Poštovní 253 68601 Uherské Hradiště.

Which legal entities is CFI associated with?

CFI is associated with H - MODEL, a.s. and 1 other.

How many employees does CFI have?

As of Jul 16, 2025, the latest employee count at CFI is 51 - 200.

Is CFI a funded company?

CFI is a funded company, having raised a total of $***** in its 1st and only funding round, a Series B round on Mar 21, 2021.

When was the latest funding round of CFI?

CFI's latest funding was a $***** Series B round on Mar 21, 2021, with participation from 2 investors.

Where does CFI rank among its competitors?

CFI ranks 1st amongst 1010 active competitors, of which 41 are funded. It stands 2nd in terms of total funding among its competitors.

Who are the top competitors of CFI?

CFI's top competitors include Investview, Doshi and Fitch Learning. Among them, CFI secured the most recent funding round in March, 2021.

CFI - 2025 Company Profile, Team, Funding & Competitors

CFI is a series B company based in Vancouver (Canada), founded in 2016 by Tim Vipond, Lisa Dorian and Scott Powell. It operates as an Online finance and banking training and certifications. CFI has raised $48M in funding from Arthur Ventures and Elephant Venture Capital. The company has 1010 active competitors, including 41 funded and 25 that have exited. Its top competitors include companies like Investview, Doshi and Fitch Learning.

Company Details

Online finance and banking training and certifications. It offers various certifications in areas such as financial modeling, business intelligence, commercial banking, and capital markets. Its training includes courses, learning paths, and access to templates and resources. It develops practical skills and enhances professional credibility in the finance industry, delivered through video lessons, interactive exercises, and skill validation assessments.

Website: corporatefinanceinstitute.com
Social
Email ID: *****@corporatefinanceinstitute.com
Registered Address: Poštovní 253 68601 Uherské Hradiště

Key Metrics

Founded Year

2016

Location

Vancouver, Canada

Stage

Series B

Total Funding

$48M in 1 round

Latest Funding Round

Series B, Mar 21, 2021, $*****

Investors

Arthur Ventures & 1 more

Ranked

1^st among 1010 active competitors

Employee Count

51 - 200 as on Jul 16, 2025

Investment & Acquisitions

Macabacus

Similar Companies

Investview & 1232 more

View CFI's full profile

CFI is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
INVESTICE, FINANCE, SERVIS s.r.o. CIN: 28654579 , Czech Republic, Active	Apr 14, 2011	-	-
H - MODEL, a.s. CIN: 26903296 , Czech Republic, Active	Aug 15, 2003	-	-

CFI has raised a total funding of $48M over 1 round. Its latest funding round was a Series B round on Mar 21, 2021 for $*****. 2 investors participated in its latest round. CFI has 2 institutional investors.

Here is the list of recent funding rounds of CFI:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 21, 2021	5389003	Series B	8467344	4923856	4393490	9862761

Access funding benchmarks and valuations. Sign up today!

View details of CFI's funding rounds and investors

The founders of CFI are Tim Vipond, Lisa Dorian and Scott Powell. Tim Vipond and Anna Talerico are the CEOs of CFI.

Here are the details of CFI's key team members:

Tim Vipond: Co-Founder & Co-CEO of CFI and founder of 1 other company.
Contact Info: 2 email addresses
Lisa Dorian: Former Co-Founder of CFI.
Scott Powell: Co-Founder of CFI.
Anna Talerico: Co-CEO of CFI.
Contact Info: 1 email address

View details of CFI's Founder profiles and Board Members

CFI's employee count trend

CFI has 51 - 200 employees as of Jul 25. Here is CFI's employee count trend over the years:

Uncover CFI's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of CFI include Investview, Doshi and Fitch Learning. Here is the list of Top 10 competitors of CFI, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	CFI 2016, Vancouver (Canada), Series B	Online finance and banking training and certifications	$48M	Arthur Ventures, Elephant Venture Capital	67/100
2nd	Investview 2005, Red Bank (United States), Public	Online financial management training platform	$1.65M	TRITON FUNDS, Sandy Fund	55/100
3rd	Doshi 2021, London (United Kingdom), Seed	Training platform for personal finance and investment	$1.27M	APX, Calm/Storm & 4 others	55/100
4th	Fitch Learning 1987, London (United Kingdom), Acquired	Online platform providing courses related to financial industry	-	European Union	53/100
5th	Get Together Finance 2015, Jaipur (India), Unfunded	App-based platform providing stock market trading programs	-	-	53/100
6th	Surgent CPE 1985, Philadelphia (United States), Acquired	Online courses for certified public accountants	-	Driscoll Holdings	51/100
7th	FundSeeder 2014, Boca Raton (United States), Acquired	Provider of educational content and research platform for traders	-	Eagle Venture Fund, FIS & 2 others	51/100
8th	Wall Street Prep 2004, Boston (United States), Acquired	Provider of financial modelling courses	-	Capital Southwest, Eden Capital	51/100
9th	FinX 2018, Mumbai (India), Seed	Provider of BFSI courses and job placement services	$6.99M	Prashant Trivedi Family Trust, Elevar Equity ... & 12 others	51/100
10th	Euromoney 1969, London (United Kingdom), Acquired	Online platform offering news on banking and finance	-	Liberty Street, European Union	49/100