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Curi Capital completes strategic investment from The Vistria Group to enhance its wealth management capabilities. This partnership will provide additional resources for growth and client experience improvements.
Round Type
Corporate Round
RaleighSoftwareInvestors
Description
Curi Capital, a registered investment adviser, has completed a strategic investment from The Vistria Group. This investment will strengthen Curi Capital's operations as a national RIA by providing more resources for wealth management and financial planning. The firm will continue under its existing management and brand, serving high-net-worth clients from multiple locations. Vistria's investment aligns with its strategy in financial services, where it aims to expand partnerships.
Fundz sees it the moment Curi Capital raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Curi Capital raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
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