Raleigh, N.C. – August 21, 2023 – Curi Capital, the registered investment advisor (RIA) and full-service financial advisory business within Curi, has been selected for Citywire RIA’s 2023 “50 Growers Across America” list. The annual list recognizes the fastest-growing RIA firms in each of the 50 U.S. states. Curi Capital was featured for North Carolina.
“We’re incredibly proud to be recognized by Citywire RIA, and I firmly believe that our accelerated growth is a result of our deep commitment to proactive and enduring relationships with our clients, our team, and our partners,” said Dimitri Eliopoulos, Curi Capital’s CEO. “At Curi Capital, we are focused on delivering a high-touch, personalized experience for all of our clients, in NC and beyond—and it starts with our experienced advisor and investment teams.”
The Citywire RIA 50 Growers Across America ranking is an independent listing of RIA firms, produced annually by the publication since 2020. The data compiled includes percentage growth in assets under management (AUM), monetary growth in AUM, and percentage growth in employees.
There was no direct compensation to be included, and the featured firms did not ask to participate. Firms are evaluated using Citywire’s proprietary scoring system based on the most current and publicly available Form ADV data reported to the Securities and Exchange Commission (SEC). Citywire only examines the data of independent, plan-oriented RIAs that have grown substantially over the past five years. This listing is not an endorsement of Curi Capital by Citywire.
For more information about this recognition and methodology, visit Citywire’s Special Report: 50 Growers Across America 2023.
About Curi Capital
Curi Wealth Management, LLC, dba Curi Capital (curicapital.com), is a registered investment advisor, headquartered in Raleigh, N.C., that provides full-service financial advisory solutions, including personalized wealth management, retirement plan solutions, and investment guidance to high-net-worth individuals, ultra-high-net worth families, and businesses. Experienced and accessible, Curi Capital’s advisors actively listen and proactively create tailored solutions that help clients build true wealth, however they define it. Curi Capital is registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of Curi Capital’s current written disclosure brochures, filed with the SEC, which discuss, among other things, Curi Capital’s business practices, services and fees, are available through the SEC’s website at: www.adviserinfo.sec.gov.
Director of Marketing & Public Relations, Curi
At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them.
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