Curi Capital Completes Strategic Investment from Vistria Group
Curi Capital has completed a strategic partnership and investment from The Vistria Group. This move is intended to support Curi's growth as a national independent registered investment adviser (RIA) by enhancing its wealth management capabilities, client experience, and geographic reach. With over $14 billion in assets under advisement, the firm serves high-net-worth individuals, families, healthcare professionals, business owners, and institutions across 12 offices in eight states and Washington D.C. The Vistria Group is a private investment firm with expertise in essential industries including financial services. This marks one of its latest investments in wealth management, where it has developed significant experience through various partnerships. Curi Capital will continue to be led by its current team and operate under the same name and service model while leveraging additional resources from Vistria. The partnership is expected to strengthen Curi's ability to invest in people, technology, and client services, as well as pursue M&A opportunities for expansion. The financial terms of the deal were not disclosed.
Topics: Private Investment Firms RIA Growth Wealth Management