Corient Capital Partners
Corient is a private, fee-only fiduciary wealth management firm and wholly owned subsidiary of CI Financial Corp, serving ultra-high-net-worth and high-net-worth individuals, families, and businesses. It manages approximately $508 billion in client assets across the US, Canada, and Europe through an integrated family office, wealth strategy, and investment management platform.
- Company typePrivate
- Founded2020
- HeadquartersMiami, United States
- Headcount1,001–5,000
- GTM typeB2C
- OfferingServices
What Corient Capital Partners does
Corient Capital Partners is a private, fee-only fiduciary wealth management firm headquartered in Miami, Florida, serving ultra-high-net-worth and high-net-worth individuals, families, and businesses across the United States and, following recent expansion, Canada, the United Kingdom, Switzerland, Monaco, Portugal, and additional EMEA and Asia-Pacific jurisdictions. The firm is a wholly owned subsidiary of CI Financial Corp (Toronto), which was taken private in 2024 by an affiliate of Mubadala Investment Company. Corient operates under a distinctive private partnership model with more than 300 partners and 2,200+ employees, providing clients access to integrated advisory expertise rather than depending on a single advisor.
The firm's core offerings include Family Office Services (family engagement, personal CFO, private aviation, family office structuring, tax, global art management, philanthropy planning, lending, and real estate), Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), Investment Management (including alternative investments), and Trust Services delivered through Corient Trust Company of South Dakota. The technology stack is not publicly disclosed beyond a client portal for account access; there are no documented proprietary AI or platform capabilities. Service delivery is supported by wholly owned operating affiliates including Corient Private Wealth LLC (SEC-registered investment adviser), Corient IA LLC, Corient Family Office LLC, Corient Tax LLC, Corient Trust Company LLC, and Corient Aviation LLC.
Corient generates revenue primarily through recurring investment advisory fees on assets under management, with the firm described as completely fee-transparent and without conflicts inherent to commission-based models. As of June 2026, following completion of the Stonehage Fleming and Stanhope Capital Group acquisitions, Corient reports approximately $508 billion in client assets, positioning it as the world's largest non-bank wealth manager and multi-family office. Growth has been driven almost entirely by an aggressive M&A program that has folded more than fifteen U.S., European, and Canadian RIAs and multi-family offices into the Corient brand since late 2024, including Geller & Company, H.M. Payson, Ensemble Capital, Bristlecone Advisors, Northeast Financial Consultants, Breed's Hill Capital, Bedrock Group, Vivaldi Capital Management, Capital Advisors, and Palo Alto Wealth Advisors.
Corient Capital Partners firmographics
Firmographics- Name
- Corient Capital Partners
- Legal name
- Corient Holdings Inc.
- 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 fiduciary wealth management firm and wholly owned subsidiary of CI Financial Corp, serving ultra-high-net-worth and high-net-worth individuals, families, and businesses. It manages approximately $508 billion in client assets across the US, Canada, and Europe through an integrated family office, wealth strategy, and investment management platform.
- Ownership category
- akta.pro rank
Corient Capital Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), 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 Trust & Fiduciary Services (FSAEAKAF), Corporate & Institutional Trust Services (FSAAANAB)
Keywords
Where Corient Capital Partners is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices17 records
Markets served
Corient Capital Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Fees: Corient operates as a fee-only fiduciary wealth management firm providing investment advisory services. Advisory services are offered through Corient Private Wealth LLC, a registered investment adviser regulated by the SEC. The firm is described as completely fee-transparent with no conflicts inherent to the model.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Corient Capital Partners product offering
Product offeringCore offering
Corient Capital Partners is a fiduciary, fee-only wealth management firm delivering integrated wealth management and family office services to ultra-high-net-worth and high-net-worth individuals, families, and select institutions. Core offerings include Family Office Services (personal CFO, family engagement, private aviation, tax, philanthropy, art management, lending, real estate), Wealth Strategy (wealth planning, wealth transfer, global fiduciary, family governance), Investment Management (including alternative investments), and Trust Services through Corient Trust Company of South Dakota.
Product overview
Corient is an integrated wealth management firm offering a comprehensive platform of services for ultra-high-net-worth and high-net-worth individuals, families, and businesses. The core offerings include Family Office Services (encompassing family engagement, personal CFO, private aviation, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate), Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), and Investment Management (including alternative investments). Trust Services are provided through Corient Trust Company of South Dakota. The firm operates a distinctive private partnership model similar to leading professional services firms, giving clients access to the full breadth of expertise across the organization. Corient has grown significantly through acquisitions, integrating numerous registered investment advisors and multi-family offices including Rootstock Advisors, Palo Alto Wealth Advisors, Ensemble Capital, H.M. Payson, Geller MFO, Bristlecone, Northeast Financial, Breed's Hill Capital, Messick Peacock, Vivaldi Capital, Capital Advisors, Bedrock Group, Stonehage Fleming, and Stanhope Capital Group.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services
Companies that use Corient Capital Partners
Customer profileNamed customers2 records
Segments10 records
Ideal customer profiles3 records
Corient Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Corient Capital Partners partnerships and signals
Strategic signalPartnerships
19 partnerships are on record, tiered core and minor.
- Northwood Family OfficecoreCorient's entry into the Canadian market through Northwood Family Office, which will operate under the Corient brand. Northwood is registered as a portfolio manager and exempt market dealer in all Canadian provinces and territories. Launching June 2026 with approximately C$10 billion in assets.
- Coriel CapitalcoreCanadian firm joining Corient's expansion into Canada, contributing approximately C$10 billion in assets to the Canadian launch.
- CI Private Wealth advisorscoreSelect CI Private Wealth advisors will become Corient Partners as part of the Canadian market entry.
- Bedrock GroupcorePre-eminent European wealth manager and multi-family office founded in Geneva in 2004. Manages CHF8.4 billion (approximately US$10.7 billion) in client assets with offices in Geneva, London, Monaco and Lisbon. Services span traditional investment management, specialized private asset strategies and comprehensive family office services.
- Stonehage FlemingcoreOne of the world's leading independently owned multi-family offices with over $175 billion in combined assets and offices in 13 jurisdictions. Provides cross-border and multi-generational structuring, wealth and investment management, governance and succession planning, legal and tax advisory, trust and fiduciary, philanthropic and art management services.
- Stanhope Capital GroupcoreOne of Europe's largest independent wealth management and advisory firms with close to $40 billion in assets. Provides wealth management, consulting, merchant banking and private investments. Includes New York-based FWM Holdings and FFT Wealth Management.
- Corient Private Wealth LLCcorePrimary U.S. registered investment adviser entity, regulated by the SEC. Form ADV Part 2A and Client Relationship Summary available through SEC.
- Corient IA LLCcoreU.S. registered investment adviser, SEC regulated, and investment manager of certain private funds offered by Corient Private Wealth. Wholly owned by Corient Private Wealth LLC.
- Cabana Asset ManagementminorAffiliate firm with disclosure brochure available through SEC.
- Columbia Pacific Advisors LLCminorAffiliate firm with disclosure brochure available through SEC.
- GLASfunds LLCminorAffiliate firm with disclosure brochure available through SEC.
- Segall Bryant & Hamill LLCminorAffiliate firm with disclosure brochure available through SEC.
- FFT Wealth Management LLCminorAffiliate firm (multi-family office part of Stanhope Capital Group) with disclosure brochure available through SEC.
- Optima Asset Management LLCminorAffiliate firm with disclosure brochure available through SEC.
- Corient Family Office LLCcoreProvides family office services including bill pay, personal CFO, and concierge services. Not a registered investment advisor or accounting firm.
- Corient Tax LLCcoreProvides standalone tax planning for individuals and businesses, as well as audit support. Not a registered investment advisor or accounting firm.
- Corient Trust Company LLCcoreSouth Dakota trust company providing customized administrative trust solutions. Part of the trust services offering.
- Corient Aviation LLCminorProvides aviation services acting as an air charter broker, not a direct air carrier.
- Premier aviation partnersminorThrough established partnerships with premier aviation partners, select clients can enjoy seamless access to the exclusivity and flexibility of private aviation with the financial efficiency of corporate-level pricing.
Scale indicators8 records
Recent moves8 records
Expansion highlights6 records
Corient Capital Partners competitors and assessment
Company assessmentDirect peers
- Pathstone: Privately held independent wealth management firm serving ultra-high-net-worth families, family offices, and endowments. Formed through the merger of Lovell Minnick Partners' wealth management business and Family Office Exchange, Pathstone competes directly with Corient in the multi-family office segment.
- Brown Brothers Harriman Wealth Management: Privately held wealth management and investment services firm serving UHNW individuals, families, and institutions. BBH's partnership structure and fee-only model parallel Corient's approach.
- Crestwood Advisors: Independent, employee-owned RIA serving ultra-high-net-worth families with comprehensive family office services. Crestwood's partnership-style ownership and integrated wealth platform closely mirror Corient's model.
- Rockefeller Capital Management: Independent wealth management firm serving ultra-high-net-worth and high-net-worth clients with approximately $135B in client assets. Rockefeller's family office capabilities and recent acquisition-driven growth model closely mirror Corient's strategy.
- Bessemer Trust: Privately held multi-family office focused exclusively on ultra-high-net-worth families with approximately $100B+ in AUM. Bessemer Trust is the closest pure-play peer to Corient given its fee-only fiduciary model and integrated family office services.
Broad incumbents
- UBS Wealth Management: World's largest wealth manager with over $5 trillion in invested assets following the Credit Suisse acquisition. UBS competes with Corient in the UHNW and family office segments globally with strong European and Asian presence.
- J.P. Morgan Private Bank: Private banking division of JPMorgan Chase serving ultra-high-net-worth clients globally with integrated investment management, lending, and capital markets services. J.P. Morgan competes with Corient for the largest family office relationships.
- Northern Trust Wealth Management: Wealth management division of Northern Trust Corporation serving ultra-high-net-worth clients globally with over $400B in wealth management AUM. Northern Trust is a larger incumbent competitor with integrated private banking, trust, and family office capabilities.
- Goldman Sachs Private Wealth Management: Ultra-high-net-worth wealth management division of Goldman Sachs serving clients with $10M+ investable assets. Goldman offers integrated investment banking, lending, and capital markets access that competes with Corient at the top of the wealth segment.
- Morgan Stanley Wealth Management: Largest wealth management franchise in the US with over $5 trillion in client assets. Morgan Stanley's acquisition of E*TRADE and Eaton Vance expanded its wealth platform to compete with Corient in serving UHNW families and corporate executives.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Corient Capital Partners social profiles
Digital presenceCorient Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Corient Capital Partners leadership team
Management profileNumber of profiles
Profiles3 records
Corient Capital Partners subsidiaries and ownership
Company hierarchySubsidiaries22 records
Corient Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Corient Capital Partners 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 Capital Partners
What does Corient Capital Partners do?
Corient Capital Partners is a fiduciary, fee-only wealth management firm delivering integrated wealth management and family office services to ultra-high-net-worth and high-net-worth individuals, families, and select institutions. Core offerings include Family Office Services (personal CFO, family engagement, private aviation, tax, philanthropy, art management, lending, real estate), Wealth Strategy (wealth planning, wealth transfer, global fiduciary, family governance), Investment Management (including alternative investments), and Trust Services through Corient Trust Company of South Dakota.
Is Corient Capital Partners a public or private company?
Corient Capital Partners is a private company. It is classified as corporate owned and is currently operating.
When was Corient Capital Partners founded?
Corient Capital Partners was founded in 2020. It employs 1,001 to 5,000 people.
Where is Corient Capital Partners based?
Corient Capital Partners is headquartered in Miami, United States, in the North America region.
How does Corient Capital Partners make money?
One revenue line is on record: investment Advisory Fees.
Who are Corient Capital Partners's main competitors?
Direct peers on record are Pathstone, Brown Brothers Harriman Wealth Management, Crestwood Advisors, Rockefeller Capital Management and Bessemer Trust. Broad incumbents are UBS Wealth Management, J.P. Morgan Private Bank, Northern Trust Wealth Management, Goldman Sachs Private Wealth Management and Morgan Stanley Wealth Management.
Does Corient Capital Partners have an API?
No public API is recorded for Corient Capital Partners.
What industry is Corient Capital Partners in?
Corient Capital Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAEAKAF, Family Office Trust & Fiduciary Services. Its NAICS code is 52394 and its SIC code is 6282.