Curi Capital Completes Strategic Investment from The Vistria Group

Investment positions Curi Capital to build on its momentum as a national independent RIA and trusted wealth management partner

CHICAGO — Oct. 1, 2026 — Curi Capital, a registered investment adviser (“RIA”) with over $14 billion in assets under advisement1, today confirmed the completion of its previously announced strategic partnership with The Vistria Group, LP (“Vistria”), a middle market private investment firm with deep expertise across essential industries.

The completed investment marks an important milestone in Curi Capital’s continued evolution as a national RIA, providing additional resources to expand its wealth management and financial planning capabilities while enhancing the client experience. Curi Capital will continue to be led by its existing management team and operate under its current name and service model. Currently, the firm serves high-net-worth individuals, families, healthcare professionals, business owners and institutions and operates from 12 offices across eight states and the District of Columbia.

Vistria’s investment is being made alongside Curi Capital’s employee owners and existing shareholders, including Curi and Wealth Partners Capital Group. Curi will remain a significant partner and shareholder of Curi Capital.

To read the full press release, including executive commentary and how Vistria will accelerate Curi Capital’s strategic initiatives, please visit the Curi Capital media room.

Media Contact
Jaime Askew
Director, Marketing & Public Relations
jaime.askew@curi.com
919-878-7564