Curi Capital
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.
- Company typePrivate
- Founded2005
- HeadquartersRaleigh, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
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.
Curi Capital firmographics
Firmographics- 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
Where Curi Capital is headquartered
LocationHeadquarters
- HQ city
- Raleigh
- HQ country
- United States
- HQ region
- North America
Offices11 records
Markets served
Curi Capital business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom advisory services tailored to individual client needs |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Curi Capital product offering
Product offeringCore 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
Companies that use Curi Capital
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles4 records
Curi Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature5 records
Curi Capital partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SUBSCRIBEcoreCuri 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
Curi Capital competitors and assessment
Company assessmentDirect 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
Curi Capital social profiles
Digital presenceCuri Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Curi Capital leadership team
Management profileNumber of profiles
Profiles13 records
Curi Capital funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Curi Capital M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Curi Capital
What does Curi Capital do?
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.
Is Curi Capital a public or private company?
Curi Capital is a private company. It is classified as corporate owned and is currently operating.
When was Curi Capital founded?
Curi Capital was founded in 2005. It employs 11 to 50 people.
Where is Curi Capital based?
Curi Capital is headquartered in Raleigh, United States, in the North America region.
How does Curi Capital make money?
Two revenue lines are on record. Assets Under Advisement (AUA) Fees are the primary driver. The others are financial Planning Services.
Who are Curi Capital's main competitors?
Direct peers on record are Glenmede, Bessemer Trust, Homrich Berg, Pathstone, Rockefeller Capital Management, Cerity Partners, Crestwood Advisors, Evercore Wealth Management, Mariner Wealth Advisors and Brown Brothers Harriman.
Does Curi Capital have an API?
No public API is recorded for Curi Capital.