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SPECIFICTION
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CI Direct Investing vs True Wealth

CI Direct Investing

cifinancial.com

True Wealth

truewealth.ch

Side by side

FigureCI Direct InvestingTrue Wealth
Price from—Free
Free plan—Yes
Free trial——
Open source——
WebYesYes
iOSYesYes
AndroidYesYes
Plans published33
Spec score · Robo-Advisor Apps6.5 (#9)6.6 (#8)
HeadquartersToronto, Ontario, CanadaZurich, Switzerland

Plans

CI Direct Investing

  • Management fee — first $150,000Priced on request
  • Management fee — next $350,000Priced on request
  • Management fee — above $500,000Priced on request

CI Direct Investing pricing →

True Wealth

  • Untied assetsPriced on request
  • Child portfolioPriced on request
  • Pillar 3aFree

True Wealth pricing →

In their own words

CI Direct Investing

CI Direct Investing has no write-up on Specifiction yet; its figures are above.

Visit cifinancial.com

True Wealth

True Wealth has no write-up on Specifiction yet; its figures are above.

Visit truewealth.ch