Data-driven, human-inspired business solutions that help you protect, optimize, and grow your practice with confidence.
A business intelligence tool that pulls your data from disparate sources, including social media, to provide total practice insight. Learn More
Valued advice from a team with deep practice operations, risk management, and health policy expertise. Learn More
Financial advice and solutions that help you build true wealth, however you define it.
Comprehensive wealth advisory services designed to help you take control of your financial life. Learn More
401(k), 403(b), pension, and non-qualified plan consulting to help your organization take the first steps toward a secure retirement. Learn More
Private strategies not available to the retail investor, critical for diversification in today’s changing investment landscape. Learn More
Proactive solutions that protect you, your practice, and your people.
Comprehensive and traditional MPL coverage, created for physicians by physicians. Learn More
Creative and customizable non-traditional insurance approaches along the risk continuum. Learn More
Smart takes on curated topics that matter most in medicine, business, and life.
Ideas and observations from our in-house experts. Subscribe to get the latest posts in your inbox. Learn More
Updates and announcements from Curi and the company’s three business units. Learn More
Toolkits, sample policies, and forms to help you and your practice manage risk. Learn More
At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help…
WHAT’S HAPPENING? Recently, the U.S. Labor Department issued new 2022 guidance regarding 401(k) retirement plans that offer, or are considering offering, investments in cryptocurrency and/or self-directed…
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This month, we sat down with Beth Dalton, Chief Compliance Officer, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution…
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This month, we sat down with John Day, Managing Director of Equities, to discuss the evolution of the industry and his career, shift to the Curi…
Navigators use waypoints to ensure they’re on the correct path. While a flight path may look like a straight line on a map, it’s actually a…
This month, we sat down with Colin Kelly, Managing Director of Equities, to discuss his transition to the Curi Capital team following the KDI acquisition, the…