Curi Capital

What Curi Capital does

Curi Capital is a Chicago-headquartered registered investment advisor (RIA) providing integrated wealth management, investment management, family office, retirement plan consulting, and financial planning services across 11 U.S. office locations. As of 3/31/2026, the firm reported $13.63 billion in assets under advisement (AUA) across a 3,000+ client base, with 172 employees including 74 partners. The firm serves high-net-worth individuals and families, physicians (via the specialized Curi Capital MD program, leveraging parent company Curi's 45+ years of physician relationships), family offices, retirement plan sponsors, and women investors across life stages.

The core service portfolio comprises five lines: Wealth Management, Family Office Services, Wealth Builder, Retirement Plan Solutions, and Investment Management (equity, fixed income, alternatives, and RMB Funds). Technology infrastructure includes proprietary tools Alchemy (information management) and Alphacuity (risk analysis), integrated with third-party platforms Addepar (portfolio aggregation for family offices), Tamarac (client portal), Fiduciary Briefcase (retirement plan support), and most recently the SUBSCRIBE platform adopted in February 2026 for alternative investment lifecycle management.

The firm's revenue model is fee-based and recurring, driven primarily by AUA-based advisory fees, with financial planning and investment management billed through integrated advisory engagements. Distribution is relationship-driven via direct advisory teams across 11 offices, with channel differentiation for physician-focused distribution through the Curi parent. The firm traces its origins to RMB Capital, founded in April 2005 by Dick Burridge and Fred Paulman; RMB merged with Curi Capital on January 1, 2024, initially operating as Curi RMB Capital before rebranding to Curi Capital on July 1, 2025. Ownership rests with founding partners and parent company Curi, with no venture capital or private equity ownership disclosed. The firm is led by CEO Dimitri P. Eliopoulos and Executive Chairman Richard M. Burridge, and was ranked #55 in Barron's 2025 Top RIA Firms.

Name

Curi Capital

Legal name

Curi Capital LLC

Website

https://curicapital.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Curi Capital is a Chicago-based registered investment advisor with $13.63B in assets under advisement, serving high-net-worth individuals, physicians (via parent Curi), family offices, retirement plan sponsors, and women investors across 11 U.S. offices.

Ownership category

akta.pro rank

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices11 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assets Under Advisement (AUA) Fees: Fee-based revenue model primarily driven by assets under advisement. Curi Capital charges advisory fees based on the value of client assets managed, which is typical for registered investment advisory (RIA) firms. Total AUA of $13.63 billion as of March 2026.
2. Financial Planning Services: Comprehensive financial planning services including retirement analysis, tax planning, estate planning, education funding, and insurance analysis. Revenue generated through integrated advisory fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Curi Capital is a registered investment advisor delivering fee-based wealth management, family office services, retirement plan consulting, and investment management to individuals, families, institutions, and employers. Its service model integrates financial planning (retirement, tax, estate, education funding, insurance analysis) with institutional-style investment management across equity, fixed income, alternatives, and the RMB Funds mutual fund family, supported by proprietary tools (Alchemy, Alphacuity) and platforms such as Addepar, Tamarac, and SUBSCRIBE.

Product overview

Curi Capital operates as a unified wealth management platform offering integrated financial planning and investment advisory services. The core offering consists of five primary service lines: Wealth Management, Family Office Services, Wealth Builder, Retirement Plan Solutions, and Investment Management. Supporting these are specialized sub-brands including Curi Capital MD for early-career physicians, and proprietary technology tools Alchemy (information management) and Alphacuity (risk analysis). The firm recently adopted the SUBSCRIBE platform for alternative investment management. Following the January 2024 merger with RMB Capital, the combined entity operates under the Curi Capital name as of July 2025.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive financial planning and investment advisory services for individuals and families, integrating financial planning tactics, customized asset allocation, and sophisticated investment solutions. Served through dedicated relationship teams across 11 U.S. offices.
• Family Office Services Comprehensive family office services including financial planning, investment management, estate planning, tax coordination, and generational wealth transfer for high-net-worth families.
• Wealth Builder Financial planning and wealth-building services designed to help clients achieve their financial goals through tailored strategies and investment solutions.
• Retirement Plan Solutions Retirement plan consulting services for employers that sponsor retirement plans, including plan design, fiduciary support, and participant education. Recognized on the 2025 NAPA Top DC Advisor Multi-Office Firms List.
• Investment Management Institutional-grade investment management covering equity, fixed income, alternatives, and RMB Funds strategies with research-driven portfolio construction. Delivered to wealth management, family office, and retirement plan clients.
• Curi Capital MD Specialized financial planning program designed specifically for early-career physicians, addressing unique needs such as student debt management, contract decisions, and long-term wealth building. Accessed via parent company Curi's 45+ year physician network.

Quantifiable outcome

• 97.2% average annual client revenue retention rate over five years (as of 12/31/2025)
• +2 more outcomes

Named customers2 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature5 records

Partnerships

One partnership is on record.

• SUBSCRIBEcoreTechnology or Integration · 2 February 2026Curi Capital selected SUBSCRIBE as its alternative investment platform to support investment management, wealth management, and family office divisions. The platform covers the full private fund investment lifecycle including investor onboarding, fund subscriptions, and post-trade functions such as tax document tracking, capital call management, and cash flow reconciliation.

Scale indicators7 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Glenmede: Wealth management and investment advisory firm serving HNW individuals, families, and institutions. Comparable in integrated financial planning and discretionary investment management.
• Bessemer Trust: Private wealth and investment management firm serving ultra-high-net-worth families and foundations. Highly comparable in family office and multi-generational wealth planning focus.
• Homrich Berg: Privately-held RIA offering wealth management, financial planning, and family office services to HNW individuals. Comparable by structure, service offering, and target market.
• Pathstone: Independent RIA serving families, foundations, and endowments with integrated investment management and family office services. Directly comparable in client base and integrated advisory approach.
• Rockefeller Capital Management: Wealth management and investment advisory firm serving HNW and ultra-HNW clients with family office, investment management, and advisory services. Directly comparable target client profile.
• Cerity Partners: Multi-billion-dollar RIA providing wealth management, investment advisory, and family office services to HNW clients and institutions. Directly comparable by business model and service breadth.
• Crestwood Advisors: Mid-sized independent RIA providing investment management and wealth advisory to HNW families and institutions. Comparable by integrated advisory model and AUA scale.
• Evercore Wealth Management: Wealth management affiliate of Evercore serving HNW families with investment advisory, financial planning, and family office services. Directly comparable in client focus and fee-based AUA model.
• Mariner Wealth Advisors: Large US RIA offering wealth advisory, investment management, and family office services to high-net-worth individuals. Closely comparable in target market, service mix, and fee-based AUA model.
• Brown Brothers Harriman: Long-standing private bank and wealth manager offering investment management, wealth planning, and trust services to HNW families. Comparable by integrated wealth/trust capabilities and target segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCLAT9g7H2QFivUP7LedjZog/videos
• Facebookfacebook.com/curicapital1
• LinkedInlinkedin.com/company/curicapital
• Instagraminstagram.com/curicapital
• Xx.com/curicapital

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Curi Capital