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About RMB Capital

Curi RMB Capital is a registered investment advisory firm formed from the merger of Curi Capital and RMB Capital in early 2024. With over $13.85 billion in assets under advisement by the end of 2024, the firm focuses on providing comprehensive financial solutions to individuals, families, institutions, and employers. The company offers a variety of services, including tailored wealth management, investment solutions that align with clients' objectives, and market psychology guidance to help clients navigate market volatility. Curi RMB Capital is dedicated to a values-based culture that emphasizes accountability, curiosity, teamwork, inclusion, and a commitment to service. With a client base exceeding 3,000 and a high client revenue retention rate of 95.3%, the firm is recognized as a significant player in the wealth management and investment advisory space.

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