Curi Capital, a registered investment adviser with more than $14 billion in assets under advisement, has announced a strategic investment from The Vistria Group, a middle-market private investment firm.
Under a deal expected to close in late September 2026, Vistria will become an ownership partner alongside Curi Capital's employee owners and existing shareholders, including Curi and Wealth Partners Capital Group.
The company states that the investment will support four areas: technology advancement, talent acquisition and development, client experience innovation, and strategic mergers and acquisitions intended to expand its presence in existing geographies and enter new markets.
"From our first conversations with Vistria, it was clear we shared a common philosophy about serving clients, supporting employees, and building a business for the long-term. With their support, we're positioning the firm to grow and lead the wealth management industry into the future," said Curi Capital chief executive Dimitri Eliopoulos.
Vistria has built a dedicated platform within financial services focused on wealth and asset management, insurance services and related sectors. Its portfolio spans wealth management, retirement services, employee benefits and insurance.
"Curi Capital has built an exceptional business rooted in trusted client relationships and a clear vision for the future," said Mike Castleforte, senior partner and co-head of financial services at The Vistria Group. "Curi Capital represents the type of high-quality wealth management firm we are proud to support."
The transaction sits within a continuing pattern of private capital taking minority and control positions in advisory businesses. For allocators, the underlying exposure is to recurring advisory revenue rather than to market beta — one reason wealth management platforms have remained an active private equity theme.
UKFOS Editorial · 30 JULY 2026