Fundz

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.

PRIVATEOct 01, 2026

Round Type

Corporate Round

RaleighSoftware

Investors

The Vistria Group

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.

Company Information

Company

Curi Capital

Location

Raleigh, North Carolina, United States

About

Curi Capital (curicapital.com) is a registered investment advisor, headquartered in Raleigh, N.C., that provides full-service financial advisory solutions, including personalized wealth management, retirement plan solutions, and investment guidance to high-net-worth individuals, ultra-high-net worth families, and businesses. Experienced and accessible, Curi Capital's advisors actively listen and proactively create tailored solutions that help clients build true wealth, however they define it. Curi Capital is registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment advisor does not constitute an endorsement of the firm by the SEC. More information about Curi Capital can be found in its Form ADV Part 2, which is available upon request.

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