Corient
Corient is a private, fee-only registered investment advisor and multi-family office headquartered in Miami, serving ultra-high-net-worth individuals, families, and business owners through integrated family office, wealth strategy, and investment management services, backed by Mubadala Investment Company.
- Company typePrivate
- Founded2020
- HeadquartersMiami, United States
- Headcount1,001–5,000
- GTM typeB2C
- OfferingServices
What Corient does
Corient is a private, fee-only registered investment advisor and multi-family office serving ultra-high-net-worth and high-net-worth individuals, families, business owners, corporate executives, and select institutional clients. Founded in 2020 as the RIA arm of CI Financial and headquartered in Miami, the firm delivers an integrated service offering organized around three pillars: Family Office Services (personal CFO support, tax services, private aviation, global art management, philanthropy planning, lending, real estate), Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), and Investment Management (portfolio construction with an emphasis on alternative investments). The firm does not build proprietary technology and instead operates on industry-standard custody, portfolio management, and financial planning platforms.
Corient generates revenue primarily through advisory fees calculated as a percentage of assets under management, with disclosed fee schedules in the 0.25% to 1.0% range depending on asset levels and service complexity. Go-to-market is dominated by acquiring established UHNW-focused RIAs, with acquired principals joining as equity-owning Partners under a private partnership model designed to align advisor and client interests. The firm's parent is Mubadala Investment Company, Abu Dhabi's sovereign wealth fund, which closed its approximately $4.3 billion acquisition of CI Financial in August 2025, providing permanent capital for continued M&A expansion.
As of June 1, 2026, Corient reported approximately $508 billion in combined managed and administered client assets, 2,200+ employees, and 300+ partners, making it the world's largest non-bank wealth manager and multi-family office. Global operations span the United States, Canada, the United Kingdom, Switzerland, France, Luxembourg, Malta, Liechtenstein, Guernsey, Jersey, the Isle of Man, Monaco, Portugal, South Africa, Mauritius, Israel, and Asia, supported by a succession of acquisitions including Stonehage Fleming, Stanhope Capital Group, Bedrock Group, Geller & Co.'s family office business, Capital Advisors, Vivaldi Capital Management, and Northeast Financial Consultants.
Corient firmographics
Firmographics- Name
- Corient
- Legal name
- Corient Private Wealth LLC
- Website
- https://corient.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Corient is a private, fee-only registered investment advisor and multi-family office headquartered in Miami, serving ultra-high-net-worth individuals, families, and business owners through integrated family office, wealth strategy, and investment management services, backed by Mubadala Investment Company.
- Ownership category
- akta.pro rank
Corient industry classification
Industry- Product category
- Multi-Family Office / Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Services (Single & Multi-Family Office) (FSABADAF), Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Corient is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices10 records
Markets served
Corient business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset Under Management (AUM) Fees: Corient generates revenue primarily through fees based on assets under management. As a fee-only RIA, the firm charges advisory fees calculated as a percentage of client assets managed. This creates a scalable recurring revenue model aligned with client outcomes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only advisory services based on AUM percentage |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Corient product offering
Product offeringCore offering
Corient is a fee-only registered investment advisor delivering integrated wealth management and family office services to ultra-high-net-worth and high-net-worth individuals, families, and business owners. The firm organizes its offering around three pillars: Investment Management (portfolio construction with emphasis on alternative investments), Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), and Family Office Services (personal CFO, tax services, lending, private aviation, global art management, philanthropy planning, and real estate). Services are delivered through a private partnership model where acquired firm principals become Corient Partners and equity owners.
Product overview
Corient is an integrated wealth management firm that offers a comprehensive suite of services organized around three core pillars: Family Office Services, Wealth Strategy, and Investment Management. The Family Office Services division provides holistic support including personal CFO, tax services, lending, private aviation, global art management, and philanthropy planning. The Wealth Strategy pillar encompasses wealth planning, wealth transfer, global fiduciary services, and family governance. The Investment Management arm focuses on portfolio management with emphasis on alternative investments. These offerings are delivered through a private partnership model that integrates capabilities across all divisions to serve ultra-high-net-worth and high-net-worth clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services Comprehensive family office services for ultra-high-net-worth individuals and families, encompassing family engagement, personal CFO support, private aviation, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate services.
- Wealth Strategy Strategic wealth management services including wealth planning, wealth transfer, global fiduciary services, and family governance and succession planning for ultra-high-net-worth families.
- Investment Management Investment management services including portfolio construction and alternative investments, providing comprehensive portfolio management for ultra-high-net-worth and high-net-worth clients.
- Tax Services Tax services for ultra-high-net-worth families and individuals, delivered as part of Corient's integrated family office offering and designed to coordinate tax planning with investment management, wealth transfer, and family governance.
- Lending Services Lending services offered to ultra-high-net-worth clients as part of Corient's integrated family office capabilities, supporting liquidity, securities-backed lending, and other wealth management financing needs.
- Private Aviation Services Private aviation concierge services for ultra-high-net-worth clients, delivered as part of Corient's integrated family office offering.
- Global Art Management Global art management services for ultra-high-net-worth clients, providing specialized support for art collections as part of Corient's integrated family office capabilities.
- Philanthropy Planning Philanthropy planning services for ultra-high-net-worth clients, helping families design, structure, and manage charitable giving strategies and foundations.
- Real Estate Services Real estate services for ultra-high-net-worth clients, supporting acquisition, management, and disposition of residential, commercial, and investment properties as part of integrated family office capabilities.
- Global Fiduciary Services Global fiduciary services providing trustee and fiduciary support across multiple jurisdictions for ultra-high-net-worth families with cross-border wealth holdings.
- Alternative Investments Alternative investments offerings providing ultra-high-net-worth and high-net-worth clients access to non-traditional asset classes and portfolio diversification opportunities as part of Corient's Investment Management pillar.
Companies that use Corient
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles3 records
Corient technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Corient partnerships and signals
Strategic signalScale indicators10 records
Recent moves9 records
Expansion highlights6 records
Corient competitors and assessment
Company assessmentDirect peers
- Creative Planning: One of the largest U.S. independent RIAs serving HNW and UHNW clients, also actively pursuing M&A and offering family office services. Highly comparable as a fee-only, partner-oriented wealth manager competing for the same acquisition targets.
- Bessemer Trust: Privately held multi-family office focused exclusively on UHNW families, with integrated investment management, wealth planning, and family office services. Direct peer in the multi-family office and UHNW advisory category.
- Glenmede: Independent, employee-owned UHNW wealth manager and multi-family office with discretionary investment management, trust, and advisory services. Comparable in private ownership structure, UHNW focus, and integrated service offering.
- Rockefeller Capital Management: Privately held UHNW-focused wealth manager and investment bank built around the Rockefeller brand, with a partnership-style model and full family office capabilities. Closely comparable in target client, service breadth, and private ownership.
- Cresset Asset Management: Private multi-family office and RIA serving UHNW families with integrated wealth advisory and alternative investments. Similar partnership model and emphasis on concierge family office services.
- Cerity Partners: Large, employee-owned RIA and multi-family office serving UHNW individuals, families, and institutions, formed through RIA roll-ups. Comparable in fee-only fiduciary model, UHNW focus, and aggressive M&A-driven growth strategy.
- Pathstone: Independent, partner-owned RIA and multi-family office serving UHNW families and foundations. Comparable in integrated family office services and private partnership ownership structure.
- Stonehage Fleming Family & Partners: International multi-family office and UHNW wealth manager headquartered in London, serving families across Europe, Africa, and Asia. Now a wholly owned subsidiary of Corient; comparable in multi-family office service model and UHNW clientele.
Broad incumbents
- Goldman Sachs Personal Financial Management: UHNW-focused wealth management arm of Goldman Sachs, offering investment advisory, banking, and family office capabilities at scale. Comparable in UHNW target segment but part of a broader investment bank platform.
- Brown Brothers Harriman ( Investor Services ): Long-standing private bank and wealth manager with HNW/UHNW focus, offering investment management, trust, custody, and family office services. Comparable in private ownership and UHNW focus but more established/legacy franchise.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Corient social profiles
Digital presenceCorient financial estimates
Financial estimateRevenue estimate
Valuation estimate
Corient leadership team
Management profileNumber of profiles
Profiles7 records
Corient subsidiaries and ownership
Company hierarchySubsidiaries14 records
Corient funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Corient M&A and investment
M&A and investmentM&A17 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Corient
What does Corient do?
Corient is a fee-only registered investment advisor delivering integrated wealth management and family office services to ultra-high-net-worth and high-net-worth individuals, families, and business owners. The firm organizes its offering around three pillars: Investment Management (portfolio construction with emphasis on alternative investments), Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), and Family Office Services (personal CFO, tax services, lending, private aviation, global art management, philanthropy planning, and real estate). Services are delivered through a private partnership model where acquired firm principals become Corient Partners and equity owners.
Is Corient a public or private company?
Corient is a private company. It is classified as state government owned and is currently operating.
When was Corient founded?
Corient was founded in 2020. It employs 1,001 to 5,000 people.
Where is Corient based?
Corient is headquartered in Miami, United States, in the North America region.
How does Corient make money?
One revenue line is on record: asset Under Management (AUM) Fees.
Who are Corient's main competitors?
Direct peers on record are Creative Planning, Bessemer Trust, Glenmede, Rockefeller Capital Management, Cresset Asset Management, Cerity Partners, Pathstone and Stonehage Fleming Family & Partners. Broad incumbents are Goldman Sachs Personal Financial Management and Brown Brothers Harriman ( Investor Services ).
Does Corient have an API?
No public API is recorded for Corient.
What industry is Corient in?
Corient's product category is Multi-Family Office / Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 52394 and its SIC code is 6282.