Odyssey Wealth

What Odyssey Wealth does

Note: The firmographics header refers to "Odyssey Wealth" as a small (1–10 employee) Plano-based financial planning firm, while the substantive source content describes Corient Holdings Inc. (DBA Corient), a substantially larger wealth management and family office services firm. The analysis below reflects the latter, which is supported by the bulk of the input data. Corient Holdings Inc. is a US-incorporated, privately held wealth management firm operating under a partnership model with a unified global P&L. It is structured as a fee-only fiduciary and manages $508 billion in client assets under management/administration as of 06/01/2026, delivered through 300+ Partners. The firm serves high-net-worth individuals and families, with family offices as a secondary segment, addressing needs that span complex wealth planning, multi-generational governance, and fragmented advisory relationships in traditional wealth management.

The firm's offering is organized into three product pillars. Family Office Services cover personal CFO functions, family engagement, private aviation, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate. Wealth Strategy covers wealth planning, wealth transfer, global fiduciary services, and family governance and succession. Investment Management includes access to alternative investments. Delivery is supported by a Client Portal that provides secure account access. Technology architecture is not disclosed in the source material; the stated differentiator is the partnership/structural model rather than proprietary technology.

The business model is recurring fee-based advisory revenue, with no commissions, pricing tiers, or fee schedules publicly disclosed. Go-to-market is sales-led and relationship-driven: clients initiate contact through a 'Meet a Partner' pathway and are served by individual Partners rather than through institutional or product-led channels. The firm operates across 15 countries spanning North America, Europe, the Middle East, and Africa (USA, Canada, France, UK, Switzerland, Luxembourg, Malta, Monaco, Liechtenstein, Guernsey, Isle of Man, Jersey, Israel, South Africa, Mauritius). No funding rounds, M&A history, leadership bios, or AI/ML capabilities are disclosed in the available data.

Name

Odyssey Wealth

Legal name

Corient Holdings Inc.

Website

https://odysseywealth.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Corient is a fee-only fiduciary wealth management and family office services firm managing $508 billion in client assets through 300+ Partners across 15 countries, serving high-net-worth individuals and families with integrated investment, tax, estate, and lifestyle services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Wealth management
• Financial planning
• Investment management
• Family office services
• Fiduciary advisory

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Fees: As a fee-only fiduciary firm, Corient generates revenue through advisory fees for comprehensive wealth management services including family office services, wealth planning, investment management, and related offerings.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Odyssey Wealth is a financial planning and investment firm that guides clients to articulate, prioritize, and achieve their financial goals. The firm offers comprehensive wealth management services including wealth strategy, investment management, and family office services such as tax services, philanthropy planning, lending, and real estate management, delivered through a fee-only fiduciary model.

Product overview

Corient is a wealth management firm offering a unified platform of services. The core offerings consist of Family Office Services (providing comprehensive family engagement, personal CFO, private aviation, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate), Wealth Strategy (covering wealth planning, wealth transfer, global fiduciary services, and family governance and succession), and Investment Management (including alternative investments). The services are delivered through a partnership model with fee-only fiduciaries managing $508 billion in client assets across 300+ partners.

Differentiator

Problem solved

Functional benefit

Brands

• Corient: Wealth management and family office services firm

Products and services

• Family Office Services

Quantifiable outcome

• $508 billion in client assets managed across the platform

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Wilmington Trust (Wealth Management): Wealth management and trust services provider serving HNW families, family offices and institutions with investment, planning and fiduciary offerings. Directly comparable independent fiduciary model and family-office service mix.
• Brown Brothers Harriman (Wealth Management): Privately held partnership offering private banking, investment management and trust services to HNW individuals and families. Closely mirrors Corient's partnership ownership, fiduciary positioning and multi-generational wealth planning emphasis.
• Glenmede: Independent, employee-owned investment and wealth management firm serving HNW families, endowments and foundations. Closely comparable fee-only fiduciary structure and integrated wealth/investment platform serving multi-generational HNW clients.
• Bessemer Trust: Privately held multi-family office and wealth manager serving HNW and UHNW families with investment management, wealth planning and fiduciary services. Closely comparable to Corient's fee-only fiduciary, family-office-led positioning and integrated platform.

Broad incumbents

• Goldman Sachs Private Wealth Management: Private wealth arm serving ultra-HNW clients with investment advisory, banking, lending and alternative investment access. Comparable in target client, alternative investments emphasis and integrated platform, but embedded in a global investment bank.
• J.P. Morgan Private Bank: Global private bank delivering investment, lending, wealth planning and trust services to UHNW families. Comparable HNW/UHNW client profile and integrated offerings, but operates as the private banking arm of a universal bank rather than an independent firm.
• BNY Mellon Wealth Management: Large wealth manager offering investment management, trust, banking and family office services to HNW and UHNW clients globally. Overlaps significantly with Corient's core services but operates inside a much larger universal-bank parent.
• Northern Trust Wealth Management: Global wealth manager serving HNW/UHNW families, family offices and foundations with investment management, trust and banking services. Overlaps with Corient across fiduciary, wealth planning and investment management, but operates at much larger institutional scale.

Emerging players

• Concentric Wealth Partners: RIA providing comprehensive financial planning and investment management to HNW families and business owners, often via breakaway advisor recruitment. Comparable fee-only fiduciary positioning and advisor-team model.
• Crescent Grove Advisors: Independent, employee-owned RIA serving HNW families with integrated financial planning and investment management. Comparable fee-only fiduciary model and HNW family focus, though meaningfully smaller in AUM scale than Corient.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/odyssey-wealth-management-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Odyssey Wealth