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DateInvestorsAmountRound

$800k

Angel
N/A

$5.5m

Early VC
Total Funding$6.3m

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CI Direct Investing is an online wealth management platform designed to make accessing professionally managed investments and financial advice easy for everyone, whether they have $1,000 or $1 million. The company operates in the financial services market, specifically targeting individual investors who seek a hassle-free, cost-effective way to grow their wealth.

CI Direct Investing offers a robo-advisor service that creates and manages diversified portfolios for its clients. These portfolios are composed of thousands of companies from around the world, carefully selected and managed by financial professionals. The platform aims to simplify the investment process by handling the day-to-day management and balancing of portfolios, allowing clients to focus on other aspects of their lives.

The business model is based on charging a management fee, which is significantly lower than traditional mutual funds. This low-fee structure is a key selling point, as it helps clients maximize their investment returns. The company also provides various tools and resources, such as tax calculators and savings calculators, to help clients make informed financial decisions.

CI Direct Investing serves a diverse range of clients, from novice investors to those with substantial portfolios, offering them a convenient and efficient way to invest.

Keywords: online wealth management, robo advisor, low fees, professionally managed portfolios, financial advice, diversified investments, individual investors, cost-effective, hassle-free, financial tools.