Cover Story
Listening to Practices on COVID-19
How Curi has responded to practices’ need for support during the pandemic.
Even in the midst of the COVID pandemic, Curi has been able to grow—crossing the 13,000-member line for the first time
New business for Curi’s MPL business expanded by nearly $10 million in premium in the first 10 months of the year.
Curi Capital’s assets under advisement grew by 52% from the start of the year through the end of October, as our members increasingly come to understand and appreciate how the firm can help them manage their personal and practice finances.