)
Edge6 Mar 2026
Upvoted: The Story of Reddit
How Reddit built a unique platform around communities and conversation, turning human insight and intent into a distinctive business model.
CI Financial
CI Financial (CIX) investor relations material
CI Financial has been acquired
CI Financial Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary14 Nov, 2025
Executive summary
Completed privatization by Mubadala Capital in August 2025, with CI becoming a wholly owned subsidiary and receiving $823 million equity injection, used to repay credit facility.
Significant acquisitions in Q3 include Stonehage Fleming and Stanhope Capital, adding over US$214 billion in client assets, expected to close in H1 2026.
Amalgamation of CI and Accelerate Holdings Corp. completed, with new CI continuing as the surviving entity.
Financial highlights
Total AUM and client assets reached $604.8 billion at September 30, 2025, up 17% year-over-year.
Net loss attributable to shareholders was $311.5 million for Q3 2025, compared to a net loss of $27.6 million in Q3 2024 and net income of $141.8 million in Q2 2025.
Adjusted EBITDA attributable to shareholders was $287.0 million, up from $270.5 million in Q3 2024 and $256.3 million in Q2 2025.
Adjusted EBITDA margin was 40.5% in Q3 2025.
Adjusted net revenue was $832.5 million, up from $754.9 million in Q3 2024.
Outlook and guidance
Acquisitions and equity contributions are expected to further strengthen the global wealth management platform.
Stonehage Fleming and Stanhope Capital acquisitions are anticipated to close in the first half of 2026, expanding global reach.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from CI Financial
- Q2 2025 delivered $141.8M net income, $304.3M adjusted EBITDA, and $551B in AUM.CIX
Q2 20255 Mar 2026 - Adjusted net income hit $140.7M as assets grew 15%; Mubadala deal closing expected Q3 2025.CIXQ1 20255 Mar 2026
- Record earnings, assets above $500B, and U.S. Wealth growth defined the quarter.CIXQ2 20242 Feb 2026
- Record adjusted earnings, asset growth, and capital returns driven by U.S. wealth and M&A.CIXQ3 202414 Jan 2026
- Adjusted earnings and asset growth strong, but IFRS net loss driven by privatization charges.CIXQ4 20245 Jun 2025
CI Financial
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Explore our global coverage