Curi Capital
Highly Engaged Employees
Highly Engaged EmployeesFinance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
700 Spring Forest Rd Ste 235, Raleigh, N...Phone Number
(984) 202-2800Website
www.curicapital.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
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ZI Rank
2
2
2
2
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2
About Curi Capital
Curi Capital offers tailored wealth management and investment solutions designed to help clients achieve their financial goals. Their services include family office services, retirement plan solutions, and investment management strategies across various asset classes. The company primarily targets individuals and families seeking comprehensive financial planning and investment advice. Curi Capital is dedicated to providing an unwavering commitment to their clients' financial well-being.Explore more
Curi Capital Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Curi Capital is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Curi Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Curi Capital.
Curi Capital Tech Stack
A closer look at the technologies used by Curi Capital
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Most Recent Scoops
Open Position
Hiring Plans
Curi Capital has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
Promotion
Executive Move
Curi Capital has announced that Christopher (Chris) Graff has been promoted from Investment Chief & Strategist to the role of Chief Operating Officer.
Project
Spending/Investment
Mergers & Acquisitions (M&A)
Curi Capital News & Media
Curi Capital Acquires Park Ridge Asset Management, Marking Second Acquisition for RIA in Less Than 12 Months
RALEIGH, N.C., Sept. 13, 2022 /PRNewswire/ -- Curi Capital, the registered investment advisor and full-service financial advisory business unit within Curi, today announced that it has completed the acquisition of Park Ridge Asset Management's investment advisory business. The acquisition...
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Frequently Asked Questions Regarding Curi Capital
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Curi Capital offers tailored wealth management and investment solutions designed to help clients achieve their financial goals. Their services include family office services, retirement plan solutions, and investment management strategies across various asset classes. The company primarily targets individuals and families seeking comprehensive fina... Read More
