Insights

Wealth Advising Services Curi RMB Capital provides integrated wealth plans, financial advice, and investment solutions for individuals and families, representing a potential sales opportunity to offer tailored wealth management services to high-net-worth clients.

Institutional Asset Management Expertise The company specializes in long-term, active investing strategies for institutional investors, focusing on fundamental research and actively managed portfolios. This expertise presents a sales opportunity to engage with institutional clients seeking customized investment solutions.

Retirement Plan Solutions Curi RMB Capital acts as a co-fiduciary for employers sponsoring retirement plans, aiming to reduce costs and risks while optimizing outcomes. This presents a sales opportunity to offer comprehensive retirement plan services to businesses looking to enhance their employee benefits.

Revenue Range With a reported revenue between $10M - $50M, Curi RMB Capital falls within the mid-sized financial services firms segment. This revenue range signifies a potential sales opportunity for partnerships or collaborations with companies seeking synergies within a similar financial range.

Competitive Landscape Curi RMB Capital's competitive positioning among similar companies such as Waddell & Reed and Mercer Advisors showcases opportunities to differentiate and tailor sales strategies to capitalize on the market trends and distinct value propositions within the financial services industry.

Curi RMB Capital Tech Stack

Media & News

Curi RMB Capital's Email Address Formats

Curi RMB Capital uses at least 2 format(s):
Curi RMB Capital Email FormatsExamplePercentage
FLast@rmbcap.comJDoe@rmbcap.com
91%
First.Last@rmbcap.comJohn.Doe@rmbcap.com
3%
Last@rmbcap.comDoe@rmbcap.com
1%
Last_First@rmbcap.comDoe_John@rmbcap.com
1%
FMiddleLast@rmbcap.comJMichaelDoe@rmbcap.com
1%
LastF@rmbcap.comDoeJ@rmbcap.com
1%
FirstLa@rmbcap.comJohnDo@rmbcap.com
1%
FirstLast@rmbcap.comJohnDoe@rmbcap.com
1%

Frequently Asked Questions

Where is Curi RMB Capital's headquarters located?

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Curi RMB Capital's main headquarters is located at 115 S. LaSalle 34th floor Chicago, Illinois 60603 US. The company has employees across 4 continents, including North AmericaAfricaAsia.

What is Curi RMB Capital's phone number?

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You can contact Curi RMB Capital's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Curi RMB Capital's stock symbol?

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Curi RMB Capital is a publicly traded company; the company's stock symbol is N/A.

What is Curi RMB Capital's official website and social media links?

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Curi RMB Capital's official website is curirmbcap.com and has social profiles on LinkedIn.

How much revenue does Curi RMB Capital generate?

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As of October 2024, Curi RMB Capital's annual revenue reached $35M.

What is Curi RMB Capital's NAICS code?

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Curi RMB Capital's NAICS code is 52 - Finance and Insurance.

How many employees does Curi RMB Capital have currently?

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As of October 2024, Curi RMB Capital has approximately 187 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Chief Executive Officer: D. P. E.Chief Executive Officer: E. L.Chief Compliance Officer And Chief Risk Officer: J. M.. Explore Curi RMB Capital's employee directory with LeadIQ.

What industry does Curi RMB Capital belong to?

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Curi RMB Capital operates in the Financial Services industry.

What is Curi RMB Capital's email format?

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Curi RMB Capital's email format typically follows the pattern of . Find more Curi RMB Capital email formats with LeadIQ.

When was Curi RMB Capital founded?

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Curi RMB Capital was founded in 2005.
Curi RMB Capital

Curi RMB Capital

Financial ServicesIllinois, United States51-200 Employees

At Curi RMB Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. 

Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. 

Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. 

Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders.

Important disclosures: 
As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi RMB Capital at info@rmbcap.com.  

This is not an offer to buy or sell any investment products or Curi RMB Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. 

For more information on Curi RMB Capital, please call 312.993.5800 or email us at info@rmbcap.com.

Section iconCompany Overview

Headquarters
115 S. LaSalle 34th floor Chicago, Illinois 60603 US
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Curi RMB Capital's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Curi RMB Capital's revenue is in the range of $10M$50M

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