When was CI Direct Investing founded?

CI Direct Investing was founded in 2020.

Where is CI Direct Investing located?

CI Direct Investing is headquartered in Vancouver, Canada.

How many employees does CI Direct Investing have?

As of Aug 31, 2026, the latest employee count at CI Direct Investing is 16.

Where does CI Direct Investing rank among its competitors?

CI Direct Investing ranks 5th amongst 27 active competitors, of which 5 are funded. It stands 10th in terms of total funding among its competitors. The most recent competitor to raise funding was Pluvo, which secured $5M in Feb, 2026.

Who are the top competitors of CI Direct Investing?

CI Direct Investing's top competitors include Responsive, Pluvo and Investia Financial Services. Among them, Pluvo secured the most recent funding round in February, 2026.

CI Direct Investing - 2026 Company Profile & Competitors

CI Direct Investing is an unfunded company based in Vancouver (Canada), founded in 2020. It operates as a Robo advisor and investment management platform. CI Direct Investing has not raised any funding yet. The company has 27 active competitors, including 5 funded and 5 that have exited. Its top competitors include companies like Responsive, Pluvo and Investia Financial Services.

Company Details

Website: cidirectinvesting.com
Social

Key Metrics

Founded Year

2020

Location

Vancouver, Canada

Stage

Unfunded

Ranked

5^th among 27 active competitors

Employee Count

16 as on Aug 31, 2026

Similar Companies

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View CI Direct Investing's full profile

CI Direct Investing has not raised any funding rounds yet.

CI Direct Investing's employee count trend

CI Direct Investing has 16 employees as of Aug 26. Here is CI Direct Investing's employee count trend over the years:

Employee count trend for CI Direct Investing

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Top competitors of CI Direct Investing include Responsive, Pluvo and Investia Financial Services. Here is the list of Top 10 competitors of CI Direct Investing, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Responsive 2015, Vancouver (Canada), Series A	AI-driven wealth management	$7.15M	Plug and Play Tech Center, Co-operators & 5 others	55/100
2nd	Pluvo 2023, Ottawa (Canada), Seed	Developer of an AI platform for financial planning and analysis	$5M	Altair Capital, StandUp Ventures & 3 others	48/100
3rd	Investia Financial Services 1988, Quebec City (Canada), Acquired	Financial advisory and investment platform for individuals	-	-	45/100
4th	Nest Wealth 2014, Toronto (Canada), Acquired	Fully managed investment account.	$5.95M	National Bank of Canada, MaRS Discovery District ... & 1 others	41/100
5th	CI Direct Investing 2020, Vancouver (Canada), Unfunded	Robo advisor and investment management platform	-	-	40/100
6th	WealthBar 2012, Vancouver (Canada), Acquired	Online financial advisor	$4.26M	Nicola Wealth, Launch Academy & 4 others	39/100
7th	Qara 2014, Seoul (South Korea), Series A	AI-enabled robo advisory platform for wealth management	$3M	Naver, NXC & 4 others	37/100
8th	ModernAdvisor 2013, Vancouver (Canada), Acquired	Automated investment advisor.	$2.2M	Conconi Growth Partners & 1 others	35/100
9th	Digilytics 2014, London (United Kingdom), Series A	Loan origination solutions for mortgages	$3.34M	Maven Capital Partners	32/100
10th	Quiena 2015, Buenos Aires (Argentina), Series A	Automated financial advisor for investing in US assets	$1.66M	Alaya Capital Partners, Italbank & 6 others	31/100