Business Details
21 Years
experience
Your Trusted Partner for Wealth Management Solutions
Curi Capital has dedicated itself to providing tailored financial planning and investment solutions designed to help clients achieve their personal and professional goals. With over two decades of experience, we prioritize building lasting relationships and delivering meaningful outcomes for individuals, families, institutions, and employers. Our commitment to excellence is reflected in our 97.2% client revenue retention rate and a team of 175 professionals managing $14.07 billion in assets under advisement.We combine deep industry expertise with a client-centric approach to preserve and grow wealth, ensuring clients have the freedom to live life on their terms. Recognized as #55 on Barron's 2024 Top RIA ranking, our focus remains on delivering value through personalized service across 10 office locations nationwide.
Services
Wealth Management
Investment Management
Retirement Plan Solutions
Family Office Services
Wealth Builder
Details
- Year established: 2005
Highlights and features
- 20 years of experience in personalized wealth management
- 97.2% client revenue retention rate demonstrates reliability
- Team of 175 dedicated professionals with industry expertise
- Tailored strategies for individuals, families, and institutions
- 10 convenient office locations nationwide
Services
Wealth Management
Curi Capital's wealth management services create customized strategies to preserve and grow client assets through comprehensive financial planning. Our team addresses estate planning, tax optimization, and retirement goals while maintaining a 97.2% client retention rate. With $14.07 billion in assets under advisement, we deliver tailored solutions for individuals and institutions.
Investment Management
Our investment management approach combines equity, fixed income, and alternative strategies to build diversified portfolios aligned with client objectives. The 175-member team leverages market expertise to optimize returns while maintaining risk parameters, supported by proprietary tools and third-party platforms like Tamarac and Addepar.
Retirement Plan Solutions
Curi Capital designs comprehensive retirement plans for employers and individuals, focusing on long-term growth and tax efficiency. Services include 401(k) administration, IRA strategies, and pension optimization, supported by personalized guidance from certified financial planners across 10 office locations.
Family Office Services
Our family office solutions provide multi-generational wealth management, including estate planning, trust administration, and legacy structuring. With specialized teams in 10 locations, we help high-net-worth families protect assets through customized legal and tax-efficient frameworks.
Wealth Builder
The Wealth Builder program offers scalable investment solutions for growing portfolios, combining automated tools with advisor guidance. This service focuses on strategic asset allocation, tax-loss harvesting, and performance tracking through digital platforms while maintaining personalized human oversight.
Questions
What services does Curi Capital offer?
Curi Capital provides wealth management, investment management, retirement plan solutions, family office services, and wealth builder programs tailored to individual and institutional needs.
How long has Curi Capital been in business?
Curi Capital was founded in 2005 and has served clients for over two decades with personalized financial solutions.
What makes Curi Capital different from other firms?
Our focus on deep client relationships, 97.2% retention rate, and team of 175 experts managing $14.07B in assets set us apart through consistent, reliable service.
Where are Curi Capital's offices located?
We operate from 10 locations including Chicago, Denver, Washington D.C., and Raleigh, offering accessible, localized financial advisory services.
How does Curi Capital approach investment management?
We combine equity, fixed income, and alternative strategies to create customized portfolios aligned with each client's unique financial objectives and risk tolerance.
What client support options are available?
Clients receive personalized support through local office visits, phone consultations, and digital tools for ongoing portfolio management and financial planning.
