Curi Capital to Merge with RMB Capital

Acquisitions

Summary

“This merger sets us up to be a powerful organization with an experienced and passionate leadership team, and a clearly differentiated offering for our clients.” Curi RMB Capital will be headquartered in Chicago. Equal parts fierce healthcare advocates, smart business leaders, and thoughtful partners, Curi’s advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings, to tailored insurance solutions and beyond, Curi delivers performance that is time-tested and trusted—in medicine, business, and life. Experienced and accessible, Curi Capital’s advisors actively listen and proactively create tailored solutions that help clients build true wealth, however they define it. RMB brings in-house, institutional-quality investment expertise together with deep, holistic planning teams to deliver and implement customized strategies for each client.

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$1M to $5M