Vistria Group agrees to invest in wealth manager Curi Capital
- Vistria becomes an ownership partner alongside Curi Capital’s employee owners, Curi and Wealth Partners Capital Group
- Investment will fund technology upgrades, talent acquisition and expanded client services
- Curi Capital plans further acquisitions of like-minded RIAs to enter new markets
The Vistria Group has agreed to make an undisclosed investment in Curi Capital, a Chicago-based registered investment adviser with more than $14 billion in assets under advisement.
The deal is 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 investment will support technology upgrades, talent acquisition and development, and enhancements to client experience across financial planning and investment management services. Curi Capital also plans to pursue additional acquisitions of like-minded RIAs to expand its presence in existing geographies and enter new markets, with Wealth Partners Capital Group continuing to play a leadership role in deal sourcing.
Vistria, a middle-market private investment firm with $18 billion in assets under management, has built a dedicated platform focused on wealth and asset management, insurance services and related sectors within financial services.
“Curi Capital has built an exceptional business rooted in trusted client relationships and a clear vision for the future…Curi Capital represents the type of high-quality wealth management firm we are proud to support,” said Mike Castleforte, senior partner and co-head of financial services at Vistria.
Clients will continue to work with the same advisory teams under Curi Capital’s existing name and service model, the company said. Curi Capital’s roots date to 2005 as RMB Capital, which merged with Curi Capital in 2024; the firm is now headquartered in Chicago with 12 offices across eight states and Washington, DC.
William Blair served as financial adviser to Vistria. Winston Taylor LLP acted as legal counsel to Vistria, while Kilpatrick Townsend & Stockton LLP advised Curi and Curi Capital.
Editor’s note: This news brief was produced with the assistance of artificial intelligence.
