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CIO Group

New York, New York, United States · Artificial Intelligence, Finance, Machine Learning · 4 employees

The CIO Group is a wealth intelligence firm delivering portfolio management and advice powered by COLOR, its proprietary AI-powered wealth intelligence engine . Founded by an award-winning executive team from Citi, JPMorgan, BDT & MSD, and leading family offices, CIOG combines artificial and human intelligence to deliver Clarity, Insight, and Optimization for ultra-high-net-worth families and inst

Funding history

  • Series seed — $3.2M — Oct 2025

Recent signals

  • Oct 16, 2025: Raised $3.2M in Series seed
  • Oct 07, 2025: CIO Group Appoints Steven C. Wieting as Co-Chief Investment Officer

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