Curi Capital has secured a strategic investment from The Vistria Group as the registered investment adviser looks to accelerate technology investment, hiring, client-service development, and acquisitions.
Curi Capital has more than $14 billion in assets under advisement, and Vistria will become an ownership partner alongside the firm’s employee owners and existing shareholders, Curi Holdings and Wealth Partners Capital Group. The transaction is expected to close in late September 2026.
The investment will support technology enhancements aimed at improving efficiency, analytics and client engagement.
Curi Capital also plans to invest in talent acquisition and development while expanding personalized financial planning and investment management capabilities.
M&A will represent another significant part of the strategy.
The firm expects to acquire additional RIAs to increase density within existing markets and enter new geographies.
Wealth Partners Capital Group will continue playing a leadership role in the acquisition strategy through its industry relationships, sourcing capabilities and M&A expertise.
Curi Capital serves mass-affluent, high-net-worth and ultra-high-net-worth clients as well as business owners, entrepreneurs, medical professionals and healthcare executives.
Its family office operation has more than 40 years of history and a team of more than 20 professionals providing wealth planning, investment advisory, tax, reporting and administrative services.
Curi Capital is headquartered in Chicago and has 12 offices across eight states and Washington, D.C.
Vistria manages approximately $18 billion and maintains a dedicated financial services strategy spanning wealth and asset management, retirement services, insurance and employee benefits.
William Blair served as exclusive financial advisor to Vistria. Winston Taylor advised Vistria legally, while Kilpatrick Townsend & Stockton represented Curi and Curi Capital.
KEY QUOTES:
“With their support, we’re positioning the firm to grow and lead the wealth management industry into the future.”
Dimitri Eliopoulos, CEO Of Curi Capital
“Curi Capital has built an exceptional business rooted in trusted client relationships and a clear vision for the future.”
Mike Castleforte, Senior Partner And Co-Head Of Financial Services At The Vistria Group
“The firm’s ability to serve clients across the wealth spectrum, from a dedicated mass affluent offering to a family office practice built over decades for multi-generational families, is exactly the kind of durable, full-service platform we look to back.”
Boris Rapoport, Senior Partner And Co-Head Of Financial Services At The Vistria Group
