LeadIQ logo
Learn more at LeadIQ.com

Insights

Recent Acquisitions Corient has been actively acquiring companies like Intercontinental Wealth Advisors, presenting an opportunity for cross-selling financial services to the newly acquired client base.

Strategic Investments With significant investments in various companies like Mueller Industries, Summit Materials Inc., and others, Corient could leverage these connections to explore partnership opportunities or offer additional financial services to these firms.

Technology Utilization Utilizing a diverse tech stack including Crazy Egg, Microsoft Azure, and more, Corient showcases a tech-savvy approach that could appeal to businesses seeking innovative financial services solutions.

Financial Strength With revenue between $10M - $50M, Corient demonstrates financial stability, making them a viable partner for businesses looking to collaborate with a reliable financial services provider.

Competitive Landscape In comparison to similar companies like Booz Allen Hamilton and EY, Corient's unique positioning as a fee-only RIA with a focus on client-centered fiduciary service could attract clients seeking personalized financial advice over traditional consulting firms.

Similar companies to Corient

Corient Tech Stack

Corient uses 8 technology products and services including Crazy Egg, FactSet, Adobe Experience Manager, and more. Explore Corient's tech stack below.

  • Crazy Egg
    Analytics
  • FactSet
    Business Intelligence
  • Adobe Experience Manager
    Content Management System
  • Oracle
    Enterprise
  • Web Components
    Miscellaneous
  • Microsoft Azure
    Platform As A Service
  • Cisco Umbrella
    Security
  • Microsoft Defender
    Security

Media & News

Corient's Email Address Formats

Corient uses at least 2 format(s):
Corient Email FormatsExamplePercentage
First.Last@cifinancial.comJohn.Doe@cifinancial.com
59%
First_Last@cifinancial.comJohn_Doe@cifinancial.com
23%
L.First@cifinancial.comD.John@cifinancial.com
5%
FirstLast@cifinancial.comJohnDoe@cifinancial.com
4%
Last_First@cifinancial.comDoe_John@cifinancial.com
2%
F-Last@cifinancial.comJ-Doe@cifinancial.com
1%
LastFirst@cifinancial.comDoeJohn@cifinancial.com
1%
First.L@cifinancial.comJohn.D@cifinancial.com
1%
First_L@cifinancial.comJohn_D@cifinancial.com
2%
First-L@cifinancial.comJohn-D@cifinancial.com
1%
Last.F@cifinancial.comDoe.J@cifinancial.com
1%
First.Last@corient.comJohn.Doe@corient.com
62%
First@corient.comJohn@corient.com
23%
Last@corient.comDoe@corient.com
9%
FLast@corient.comJDoe@corient.com
6%

Frequently Asked Questions

Where is Corient's headquarters located?

Minus sign iconPlus sign icon
Corient's main headquarters is located at Miami, US. The company has employees across 3 continents, including North AmericaAsiaOceania.

What is Corient's stock symbol?

Minus sign iconPlus sign icon
Corient is a publicly traded company; the company's stock symbol is N/A.

What is Corient's official website and social media links?

Minus sign iconPlus sign icon
Corient's official website is corient.com and has social profiles on LinkedIn.

How much revenue does Corient generate?

Minus sign iconPlus sign icon
As of September 2024, Corient's annual revenue reached $35M.

What is Corient's NAICS code?

Minus sign iconPlus sign icon
Corient's NAICS code is 52 - Finance and Insurance.

How many employees does Corient have currently?

Minus sign iconPlus sign icon
As of September 2024, Corient has approximately 855 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Chief Information Security Officer: M. Z.Chief Development Officer: A. D. M.Co-Chief Executive Officer: J. S.. Explore Corient's employee directory with LeadIQ.

What industry does Corient belong to?

Minus sign iconPlus sign icon
Corient operates in the Financial Services industry.

What technology does Corient use?

Minus sign iconPlus sign icon
Corient's tech stack includes Crazy EggFactSetAdobe Experience ManagerOracleWeb ComponentsMicrosoft AzureCisco UmbrellaMicrosoft Defender.

What is Corient's email format?

Minus sign iconPlus sign icon
Corient's email format typically follows the pattern of . Find more Corient email formats with LeadIQ.
Corient

Corient

Financial ServicesMiami, United States501-1000 Employees

Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies.

Full legal disclosures: https://www.corient.com/privacy-policy 

Section iconCompany Overview

Headquarters
Miami, US
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
501-1000

Section iconFunding & Financials

  • $10M$50M

    Corient's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Corient's revenue is in the range of $10M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.