Vistria backs Curi Capital as RIA tops $14B in advised assets
What's the deal? Curi CapitalDealroom has a profile for this one. Try Dealroom →, a Chicago-based registered investment adviser with more than $14 billion in assets under advisement, has secured a strategic investment from The Vistria Group. Vistria will become an ownership partner alongside Curi's employee owners and existing shareholders, Curi HoldingsDealroom has a profile for this one. Try Dealroom → and Wealth Partners Capital GroupDealroom has a profile for this one. Try Dealroom →. The transaction is expected to close in late September 2026.
What's the endgame? Curi plans to fund technology upgrades, hiring, and expanded financial planning and investment management. Acquisitions form a central part of the plan, with the firm aiming to buy more RIAs to deepen its presence in existing markets and enter new geographies.
What does Curi do? It serves mass-affluent, high-net-worth, and ultra-high-net-worth clients, plus business owners, entrepreneurs, and medical professionals. Its family office operation spans more than 40 years and over 20 professionals, offering wealth planning, investment advisory, tax, and reporting services. The firm runs 12 offices across eight states and Washington, DC.
Who's backing it? Vistria manages roughly $18 billion and runs a dedicated financial services strategy covering wealth and asset management, retirement services, insurance, and employee benefits. Wealth Partners Capital Group will keep leading Curi's acquisition strategy through its sourcing and M&A expertise.
What they're saying: "With their support, we're positioning the firm to grow and lead the wealth management industry into the future," said Dimitri Eliopoulos, chief executive officer of Curi Capital. Vistria's Boris Rapoport called the firm "exactly the kind of durable, full-service platform we look to back."
The signal: Private capital continues to flow into RIA consolidation, backing platforms that can roll up smaller advisers across regions. Curi's deal points to sustained investor appetite for scaled, full-service wealth managers serving clients from mass-affluent to family-office tiers.
Read more: pulse2.com
Image credit: Curi Capital
