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CI-Associates logo — Financial solutions for individuals and businesses across La...

CI-Associates

Financial solutions for individuals and businesses across Latin America and the world.

Founded 1998 Chile Chile 41 employees Financial Services, Wealth Management

General Information

Company Name CI-Associates
Founded Year 1998
Location Chile Chile
Employees 41
Industries Financial Services, Wealth Management
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About CI-Associates

CI-Associates is an independent international financial advisory firm that has been providing tailor-made solutions across a broad range of services in Chile, Panama, Argentina, Peru, Colombia, Mexico, Brazil, and Europe since its establishment in 1998. Specializing in Financial Services and Wealth Management, the company's slogan "Financial solutions for individuals and businesses across Latin America and the world" reflects its focus on catering to the needs of clients in a diverse array of locations. With its commitment to personalized services, CI-Associates offers saving and investment opportunities and invites interested parties to book a free consultation to discuss their specific financial goals and needs. As of now, there is no public record of the company's last investment or the involved investors.

Business keywords: Financial Solutions, International Financial Advisors, Tailor-made Solutions, Investments, Regular Savings, Life Insurance, Wealth Management, Retirement Planning, Education Planning, Financial Advice, Latin America, Chile, Panama, Argentina, Peru

No funding data available for CI-Associates yet.

CI-Associates Alternatives & Competitors

View All Alternatives
CI-Associates vs
Heron Wealth dba Wealthspire Advisors
Heron Wealth dba Wealthspire Advisors United States

Comprehensive solutions for your financial future, including planning, investment advice, retirement...

1 employees
Financial Services, Real Estate
CI-Associates vs
Spectrum Financial Alliance Ltd., LLC
Spectrum Financial Alliance Ltd., LLC United States

SFA provides comprehensive financial planning & asset management services for individuals, families,...

10 employees
Finance, Financial Services
CI-Associates vs
Quilter Financial Planning
Quilter Financial Planning United Kingdom

For Advisers: Quilter Financial Planning one of the leading financial advice networks in the UK.

320 employees
Financial Services, Wealth Management
View all alternatives

FAQ About CI-Associates

Financial solutions for individuals and businesses across Latin America and the world.
CI-Associates was founded in 1998.
CI-Associates is headquartered in Chile.
CI-Associates operates in Financial Services and Wealth Management. Its work centres on Financial Solutions, International Financial Advisors, Tailor-made Solutions and Investments.
CI-Associates has approximately 41 employees.
Top alternatives and competitors to CI-Associates include Heron Wealth dba Wealthspire Advisors, Spectrum Financial Alliance Ltd., LLC, Quilter Financial Planning, Winson Capital, V Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
CI-Associates and Heron Wealth dba Wealthspire Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for CI-Associates, https://bouncewatch.com/company/ci-associates, updated 14 March 2025. When citing, please name BounceWatch and link this page.

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