Companies Investors People

Loading

aVenture is in Beta: research coverage is expanding as we build, so please independently verify key details before making investment decisions.

aVenture is in Beta: research coverage is expanding as we build, so please independently verify key details before making investment decisions.

Get in Touch

Contact
Request a Demo
Request Data Updates
Add a Company

Research

Companies
Investors
People

aVenture

Download App
Pricing

Resources

Documentation
Use Cases
CLI
MCP
Feature Requests
Sitemap

Member

Backed by

Ask AI about aVenture

© aVenture Investment Company, 2026. All rights reserved.

San Francisco, CA, USA

Privacy · Terms of Service

aVenture Investment Company ("aVenture") is an independent research platform providing detailed analysis and data on startups, venture capital investments, and key industry individuals. It is not a registered investment adviser, broker-dealer, or investment advisor and does not provide investment advice or recommendations. The data provided by aVenture does not constitute recommendations or advice, whether by methodology, analysis, AI-generated content, or a statement written by a staff member of aVenture.

aVenture is not affiliated with any of the people, companies, organizations, government agencies, regulatory bodies, or investment funds we provide coverage for on this site unless explicitly stated otherwise. Users assume full responsibility for decisions made based on information obtained from this platform. Links to external websites do not imply endorsement or affiliation with aVenture. Any links that provide the ability to invest in a primary or secondary transaction in a company are for convenience only and do not constitute solicitations or offers to buy or sell an investment. Investors should exercise heightened precaution and due diligence when investing in private companies, especially those not independently audited.

While we strive to provide valuable insights with objectivity and professional diligence, we cannot guarantee the accuracy of the information provided on our platform. Before making any investment decisions, you should verify the accuracy of all pertinent details for your decision. To the fullest extent permitted by law, aVenture shall not be liable for any direct, indirect, incidental, consequential, or financial damages arising from use of this site, whether by consumers of its contents directly or by persons or organizations covered by our research, even if we are advised of the possibility. Our best-efforts processes and correction request forms do not create a warranty or duty of care.

Profiles on this platform may include content generated in part by large language models (LLMs, artificial intelligence) that aggregate publicly available sources (e.g., SEC EDGAR, public filings, press releases). Source attribution is provided where known; always verify statements and claims here against original sources before relying on any data. Content on our site may contain inaccuracies, omissions, or what are commonly called 'hallucinations' if generated in part or in full by AI / LLMs. The risk can also exist even when content is written by a human, as internal and third-party sources may also have inaccuracies for the same or different reasons. While we randomly audit a proportion of content, this is not exhaustive.

We recommend that an independent auditor be hired to verify the accuracy of the information before relying on it for any sensitive decisions. By accessing this platform, you agree not to rely solely on any information generated by AI, aggregated, or sourced or written otherwise on this site, for investment, financial, or other decisions. aVenture assumes no responsibility for inaccuracies, omissions, or hallucinations. You must independently verify all data from primary sources. Use of this platform constitutes your waiver of claims for reliance-based damages, including negligent misrepresentation. To report an error, request a correction, or dispute information about a company or individual, contact us via our request data updates form.

Loading

CI U.S. Wealth Management

CI U.S. Wealth Management

Operating Status: Operating

CI U.S. Wealth Management, a Miami-based company, offers comprehensive financial services.

Location

Miami, FL, US

Founded

1965

CI U.S. Wealth Management focuses on providing comprehensive financial services to clients across the United States. Based in Miami, Florida, the firm offers a range of wealth management solutions tailored to individual and institutional investors' needs.

As part of the larger CI Financial group, CI U.S. Wealth Management leverages its parent company's extensive resources and expertise to deliver high-quality investment strategies and financial planning services. The firm's approach emphasizes personalized advice, risk management, and long-term wealth preservation for its diverse clientele.

CI U.S. Wealth Management - Classification

NAICS: 520000Finance and Insurance
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
523900Other Financial Investment Activities
523990All Other Financial Investment Activities
523999Miscellaneous Financial Investment Activities
SIC: 6700Holding And Other Investment Offices
6720Investment Offices
6722Management Investment Offices, Open-end

Show 7 more industry codes

NAICS: 523100Securities and Commodity Contracts Intermediation and Brokerage
523150Investment Banking and Securities Intermediation
525000Funds, Trusts, and Other Financial Vehicles
SIC: 6210Security Brokers, Dealers, And Flotation Companies
6211Security Brokers, Dealers, And Flotation Companies
6000Depository Institutions
6200Security And Commodity Brokers, Dealers, Exchanges, And Services

CI U.S. Wealth Management - Similar Investment Firms

Insigneo

insigneo.com

CBI USA

cbiusa.com

Cambridge Investment Research

cir2.com

Canter Wealth

canterwealth.com

Folionet Financial

folionet.com

CTC | Mycfo

uswealth.bmo.com

Commonwealth Financial Network

commonwealthnj.com

US Capital Partners

Silvercrest Asset Management Group

Citi Alternative Investments

RBC Wealth Management Group

UBS Wealth Management

ubs.com

Coldstream

coldstream.com

Carson Group

Facet Wealth

facet.com