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 /PRNewswire/ -- 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.

"This partnership represents an important next chapter for Curi Capital," said Dimitri Eliopoulos, CEO of Curi Capital. "We have built a strong business around a simple idea: put clients first and build a firm where talented people can do their best work. Vistria shares that philosophy and has been a welcome thought partner for our teams as we turn to the specifics of strengthening and growing the business."

Curi Capital represents Vistria's latest investment in financial services, a sector where the firm has developed significant expertise through partnerships across wealth management, retirement services, employee benefits and insurance.

"Curi Capital has the ability to pair sophisticated wealth management and financial planning capabilities with a highly personalized client experience. That combination is difficult to build, and we believe it creates a strong foundation for long-term growth," said Boris Rapoport, Senior Partner and Co-Head of Financial Services at The Vistria Group.

"We have spent years building our financial services strategy and identifying businesses that we believe can lead their markets. Curi Capital stands out for its leadership, culture and commitment to clients. We are proud to partner with Dimitri and his team and look forward to supporting them in this next chapter," said Mike Castleforte, Senior Partner and Co-Head of Financial Services at The Vistria Group.

The partnership strengthens Curi Capital's ability to invest in its people, technology and client experience while pursuing opportunities to expand its capabilities and geographic reach. Wealth Partners Capital Group will continue to play a key role in supporting Curi Capital's strategic growth and M&A initiatives. Curi Capital remains focused on delivering personalized financial planning, wealth advisory and investment management solutions designed around every client's goals and circumstances.

"This is ultimately about giving our clients and our people an even stronger platform for the future," said Eliopoulos. "We are grateful for the trust our clients have placed in us and excited to enter this next phase with the same commitment to them that has guided Curi Capital from the beginning."

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.

Financial terms of the transaction were not disclosed.

About Curi Capital

Curi Capital is a national investment advisory firm that puts clients at the center of its mission: helping individuals, families, and institutions reach their long-term financial goals. Curi Capital's roots date to 2005, when RMB Capital was founded in Chicago. The organization merged with Curi Capital in 2024.

Today, Curi Capital brings in-house, institutional-quality investment expertise together with experienced, holistic planning teams to deliver and implement personalized planning strategies for each client. Headquartered in Chicago, Curi Capital has 12 offices across eight states and the District of Columbia.

About The Vistria Group

The Vistria Group is building a new kind of private investment firm that seeks to deliver both financial returns and societal impact. It invests in essential industries like healthcare, knowledge & learning solutions, financial services and housing that deliver value for investors as well as communities, employees, and consumers.

With over $18 billion in AUM, The Vistria Group looks deeper by working as a true partner, drawing on its deep sector knowledge, operational expertise, unique network, diverse team, and impact orientation to achieve transformational growth.

About Curi

Curi is a national healthcare advisory firm bringing together specialized expertise across medical professional liability insurance, management consulting, and wealth and investment management. As fierce healthcare advocates, business leaders, and thoughtful partners, Curi provides valued advice and support grounded in a specialized understanding of the complex circumstances facing the clients and communities they serve.

About Wealth Partners Capital Group

Wealth Partners Capital Group ("WPCG") is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG's mission is to use its capital, strategic M&A expertise and organic growth capabilities to help its partner firms grow. WPCG identifies, values and negotiates with wealth advisory practices for its partners to acquire and integrate.

¹ Estimated 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.

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SOURCE Curi Capital