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Overview
Curi Capital offers full-service, fee-only wealth management, financial planning, and retirement plan solutions for high-net-worth individuals, ultra-high-net-worth families, and businesses. Its services are delivered through a team-based, client-centric approach that combines investment management and planning, with access to advisory services via Curi Capital (SEC-registered) and securities through Lion Street Financial. The firm differentiates itself with personalized, solutions-based guidance and a high-touch, tailored planning process rather than generic products. Its goal is to help clients achieve true wealth as they define it, whether that means preserving family wealth, enjoying retirement, or gaining peace of mind for life's uncertainties.
About Curi Capital
Industries
Financial Services
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Raleigh, North Carolina
Founded
2019
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Simplify's Take
What believers are saying
- March 31, 2026 AUA reached $13.63 billion, showing recent growth momentum.
- The firm added a Denver, Chicago North Shore, and Oakbrook Terrace footprint for local coverage.
- RMB-fund advisory agreements run through September 18, 2027, preserving fee visibility.
What critics are saying
- July 1, 2025 rebranding back from Curi RMB Capital signals integration friction and brand confusion.
- SEC filings show $11.6 billion RAUM, but discretionary assets remain only $9.3 billion.
- A failed integration with RMB would damage advisor retention and client trust within 12 months.
What makes Curi Capital unique
- Chicago-headquartered Curi Capital runs fee-only wealth management across six Midwest and Southeast offices.
- December 31, 2025 RAUM reached $11.6 billion, giving scale for affluent households.
- The 2024 RMB merger created a broader platform with 180 employees and shared leadership.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Company Match
Flexible Work Hours
Paid Holidays
Tuition Reimbursement
Professional Development Budget
Performance Bonus
Company News
Curi announced a definitive agreement to acquire a majority stake of RMB Capital. As part of the agreement, Curi Capital will merge with RMB.
Curi Capital is Hiring for 9 Jobs on Simplify!
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About Curi Capital
Industries
Financial Services
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Raleigh, North Carolina
Founded
2019
Curi Capital is Hiring for 9 Jobs on Simplify!
Find jobs on Simplify and start your career today