The Vistria Group Takes Majority Stake in Curi Capital
August 25, 2026
The Vistria Group agreed to make a majority investment in Curi Capital, becoming an ownership partner alongside the firm’s employee owners and existing shareholders, including Curi and Wealth Partners Capital Group. The investment is intended to support technology and talent investments, enhance client services, and help Curi Capital pursue additional RIA acquisitions; the transaction was completed on October 1, 2026.
- Buyers
- The Vistria Group
- Targets
- Curi Capital
- Industry
- Wealth Management
- Location
- Illinois, United States
- Transaction Type
- Buyout
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