CI Financial
VC Fund
Toronto, Canada
CI Financial is an independent firm that specializes in wealth management and asset management advisory services for individuals and institutions. With a history of adapting to investors' needs, the company offers a comprehensive range of strategies and services designed to enhance client investment experiences.
- Total investments:
- 4
- Last investment:
- Lead investor:
- 25%
Last updated:
For AI agents: llms.txt
Industries CI Financial invests in
Stages CI Financial invests in
Countries CI Financial invests in
Contacts
| Name | Phone | Socials | |
|---|---|---|---|
William Holland
|
|||
Darie Urbanky
|
|||
|
G. Raymond Chang
|
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2 more contacts available
Investment Focus
Industry
- FinTech 3 (75%)
- Financial Services 2 (50%)
- Banking 1 (25%)
- Bitcoin 1 (25%)
- Finance 1 (25%)
Stage
- Series A 1 (25%)
- Series B 1 (25%)
- Post-IPO Debt 1 (25%)
- Venture - Series Unknown 1 (25%)
Team
| Name | Title | Investments | Links | |
|---|---|---|---|---|
|
William Holland
CEO
|
CEO | Total investments: 0 | Find email | |
|
Darie Urbanky
Chief Operating Officer
|
Chief Operating Officer | Total investments: 0 | Find email | |
|
G. Raymond Chang
Founder
|
Founder | Total investments: 0 | Find email |
Investments
| Company | Description | Round | Links |
|---|---|---|---|
IAMGOLD Corporation
|
IAMGOLD is a leading mid-tier gold producer with four operating gold mines (including current joint ventures) on three continents.IAMGOLD has a pipeline of development and exploration projects. The company’s growth plans are focused in Canada, select countries in South America and Africa.IAMGOLD is committed to a Zero Harm approach: wecontinually strive to reach the highest standards in human health and safety, minimize our impact on the environment and work co-operatively with our host communities. | $400M / Post-IPO Debt / May 16, 2023 | |
Newton.co
|
Newton.co is a cryptocurrency trading platform that buys and sells sell Bitcoin and Ethereum instantly from iPhone, Android, or web apps. The company was founded in 2018 and is headquartered in Toronto, Ontario, Canada. | $19.7M / Series B / Feb 09, 2022 | |
d1g1t
|
d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services to professional advisers and their individual investors. Founded in 2017, the company is headquartered at Toronto, Ontario, Canada. | $13M / Venture - Series Unknown / Jun 24, 2021 | |
Lendified
|
The Lendified story begins with a wealth of banking experience, a deep knowledge of the Canadian financial services marketplace, married with cutting edge technology.Our understanding of the financial needs of business owners and the gaps in traditional lending practices that impact their access to funding give us a unique perspective inexecuting on our vision – to be the premier online provider of small business loans in Canada. | $11M / Series A / Apr 17, 2019 |
Co-Investors
DV Chain
1 deal together
FirePower Capital
1 deal together
MissionOG
1 deal together
National Bank of Canada
1 deal together
Oaktree Capital Management
1 deal together
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FAQ
What does CI Financial invest in?
CI Financial invests primarily in FinTech, Financial Services and Banking startups, most often at Series A and Series B stage. Most of the 4 investments tracked by Shizune back companies in Canada. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact CI Financial?
Public channels for CI Financial include LinkedIn and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
Who are the partners at CI Financial?
The team at CI Financial includes William Holland (CEO), Darie Urbanky (Chief Operating Officer) and G. Raymond Chang (Founder). The Team section lists each member with their title, investment count and links.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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