Award momentum Curi Capital has multiple recent accolades including Manager of the Decade status in SMID Core and a standing in the PSN Top Guns, plus a consecutive year recognition as a Best Places to Work. Leverage these endorsements to approach prospects with credibility on governance, investment approaches, and culture.

Growth and scale With approximately $14 billion in assets under advisement and a history of expansion through mergers and external partnerships, position Curi Capital as a scale-enabled advisor capable of handling complex wealth needs, multi-gen family office services, and institutional mandates for growth-oriented clients.

Integrated services Curi Capital offers a full suite from wealth advising to family office services, asset management, and retirement plan solutions. This presents cross-sell opportunities to existing relationships and the ability to tailor comprehensive solutions for high-net-worth families, institutions, and employers.

Tech and operations The tech stack includes tools for data, SEO, content delivery, and partnerships (SUBSCRIBE for alternative investments operations). This indicates openness to modernization and workflows that can be aligned with prospect needs for efficiency, reporting transparency, and scalable investment processing.

Employer and corporate Curi Capital serves retirement plans as a co-fiduciary focused on cost and risk reduction while optimizing outcomes, signaling potential opportunities with corporate retirement programs, plan sponsors seeking governance enhancements, and deeper fiduciary services for mid-market employers.