Curi RMB Capital is an independent investment advisory firm dedicated to helping individuals, families, institutions, and employers preserve and grow their wealth through integrated financial planning and investment strategies. Formed in January 2024 from the merger of RMB Capital and Curi Capital, the firm combines deep expertise in wealth management, asset management, and retirement plan solutions, managing over $13.85 billion in assets under advisement as of March 2025.

Their approach emphasizes personalized service, combining in-house planning with customized asset allocation and sophisticated investment solutions to manage risk and drive results. With a team of experienced professionals, Curi RMB Capital is committed to building lasting relationships and delivering meaningful financial outcomes for their clients.