Curi Capital Partners with The Vistria Group for Strategic Investment in Wealth Management Growth

Strategic Investment Accelerates Curi Capital’s Market Expansion and Client Service Innovation in an Evolving RIA Landscape

CHICAGO — Aug. 25, 2026 — Curi Capital, a registered investment adviser (“RIA”) with over $14 billion in assets under advisement¹, announced a strategic investment from The Vistria Group, LP (“Vistria”), a middle market private investment firm with deep sector expertise across essential industries. Under a deal expected to close in late September 2026, Vistria will become an ownership partner alongside Curi Capital’s employee owners and existing shareholders, including Curi and Wealth Partners Capital Group.

Curi will remain a significant partner and shareholder in Curi Capital—supporting the business as it enters its next phase of growth, building on the values and unwavering commitment to clients that have long defined the Curi organization.

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

¹Estimated assets under advisement (“AUA”) as of 6/30/2026. Total AUA presented here differs from regulatory assets under management (“RAUM”) reported on Curi Capital’s Form ADV. AUA reflects net assets under management for private funds, retirement plan services, and mutual funds managed by Curi Capital, while RAUM reflects gross assets under management and excludes retirement plan assets.