About Corient Capital Partners
Corient Capital Partners is a Financial Services company based in Newport Beach (United States) founded in 2006 by Stephen P Lack, and was acquired by CI Financial in February 2022. It provides wealth management services. Corient Capital Partners has completed 4 acquisitions, including Bedrock Group, Geller & Company and Stonehage Fleming Family & Partners. Its chief executive, as recorded, is James Rooney. Its website corient.com draws about 102 thousand monthly visits. Corient Capital Partners offers products and services including Wealth Management, Tax Services, Trust Services, and Investment Management. Its focus areas include Asset Management and Wealth Management. Its legal entity is Corient Private Wealth LLC. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Corient Capital Partners was founded in 2006 and is headquartered in Newport Beach, United States. Wealth management services are offered, focusing on financial planning and investment advisory for high-net-worth individuals and institutions. Operations are centered in the financial services sector, with a team led by founder Stephen P. Lack and CEO James Rooney. The firms domain is corient.com, supporting client access to tailored wealth strategies.
- Headquarters Newport Beach, United States
- Founders Stephen P Lack
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website corient.com
- Social LinkedIn X
- Acquired by CI Financial (Feb 2022)
- Legal Name Corient Private Wealth Llc
- Investors
- Investments & AcquisitionsBedrock Group
& 3 more
- Acquired byCI Financial
(Feb 2022)
Products & Services of Corient Capital Partners
Corient Capital Partners offers a comprehensive portfolio of products and services, including Wealth Management, Tax Services, Trust Services, and Investment Management.
Services for personalized wealth planning and investment strategies
Assistance with tax planning and compliance for clients
Management of trusts and estate planning solutions
Portfolio management for wealth growth and risk mitigation
Investors in Corient Capital Partners
Corient Capital Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and asset management advisory services are provided. | 1965 | cifinancial.com | Toronto, Canada |
Investor details for Corient Capital Partners
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People of Corient Capital Partners
215 people are tracked at Corient Capital Partners (141 in leadership, 74 in team).
| Name | Role | Group |
|---|---|---|
Stephen P Lack | Founder | Leadership |
James Rooney | CEO | Leadership |
Tej Sandhu | Director Of Treasury | Leadership |
Milton Medina | Vp, Wealth Strategy, US Wealth Advisory | Leadership |
Marissa Oyervides | Director Of Operations | Leadership |
Madeline Parker Caia | Director, Alternative Investment Operations | Leadership |
Alyssa Verhoof | Senior Talent Acquisition Partner, Campus Recruitment | Leadership |
Wael Salam | Strategic Partner, USA | Leadership |
Sigita Burchfield | Partner & Controller | Leadership |
Greg Bone | Partner - Investments | Leadership |
Margaret Hay | Director | Leadership |
Sean O'Connor | Director | Advisor | Leadership |
Amanda Levene | Executive Assistant To Chief Operating Officer | Leadership |
Kurt McAlpine | Partner, Chief Executive Officer | Leadership |
Manisha Burman | Partner, Chief Human Resources Officer | Leadership |
Julie Silcox | Partner, Chief Marketing Officer | Leadership |
Leonard L.C. Gullan | Partner, Chief Operating Officer | Leadership |
Andrew Holmberg | Partner, Chief Solutions Officer | Leadership |
Peter Papamichalopoulos | Partner, Head of M&A | Leadership |
Francisco Tobias Marin | Partner, Chief Financial Officer | Leadership |
195 more people are available in the full profile.
Complete people profiles for Corient Capital Partners
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Investments & Acquisitions by Corient Capital Partners
Corient Capital Partners has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Bedrock Group, Geller & Company and Stonehage Fleming Family & Partners.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Multi-family office services are provided to high-net-worth clients. | stonehagefleming.com | Philadelphia, United States | 1976 | Jun 2026 | •••• | |
Bedrock Group is recognized as a multi-family office managing wealth. | bedrockgroup.com | London, United Kingdom | 2004 | Apr 2026 | •••• | |
Offers integrated advisory services for wealth management and investment needs. | vivaldicap.com | Chicago, United States | 2012 | Apr 2026 | •••• | |
Wealth management services are provided to clients by the firm. | gellerco.com | New York, United States | 1984 | Jan 2025 | •••• |
Complete acquisition details for Corient Capital Partners
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Timeline of Corient Capital Partners
6 dated milestones of Corient Capital Partners across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Corient Capital Partners is founded.
- Exit Acquired by CI Financial.
- Acquisition Acquires Geller & Company.
- Acquisition Acquires Vivaldi Capital Management.
- Acquisition Acquires Bedrock Group.
- Acquisition Acquires Stonehage Fleming Family & Partners.
Competitors of Corient Capital Partners
Corient Capital Partners has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Corient Capital Partners
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Web traffic of Corient Capital Partners
The website of Corient Capital Partners (corient.com) receives about 101.7K visits a month and ranks #324,866 among all websites worldwide, #3,417 in Investing.
- Monthly visits101.7K
▼ 14.7% vs previous month
- Unique visitors76.2K
per month
- Global rank#324,866
among all websites
- Category rank#3,417
Finance · Investing
- Bounce rate61%
- Pages per visit2.2
- Average visit1 min 09 sec
- DevicesDesktop 48% · Mobile 52%
Websites whose visitors overlap most with Corient Capital Partners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
investor.com | investor.com | 100% | #2,797,517 | – | |
| creativeplanning.com | 92% | 262.4K | #241,055 | View details | |
| angelinvestmentnetwork.us | 92% | #640,740 | View details | ||
| ceritypartners.com | 91% | 88.3K | #394,841 | View details | |
| cressetcapital.com | 91% | 111.4K | #459,097 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Corient Capital Partners
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- Audience overlap
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Top companies in Asset Management
3 companies that operate in the same segment as Corient Capital Partners (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Corient Capital Partners
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Frequently Asked Questions about Corient Capital Partners
Corient Capital Partners was founded in 2006.
Corient Capital Partners is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.
James Rooney is the CEO of Corient Capital Partners, as recorded in our data.
Corient Capital Partners was founded in 2006 and is headquartered in Newport Beach, United States. Wealth management services are offered, focusing on financial planning and investment advisory for high-net-worth individuals and institutions. Operations are centered in the financial services sector, with a team led by founder Stephen P. Lack and CEO James Rooney. The firms domain is corient.com, supporting client access to tailored wealth strategies.
Corient Capital Partners's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Corient Capital Partners offers Wealth Management, Tax Services, Trust Services, and Investment Management.
Corient Capital Partners has made 4 acquisitions, including Bedrock Group, Geller & Company, and Stonehage Fleming Family & Partners.
Corient Capital Partners has 1 investor. Key investors include CI Financial.
Corient Capital Partners operates through Corient Private Wealth Llc.
Yes. Corient Capital Partners was acquired by CI Financial in February 2022.
The website of Corient Capital Partners receives about 102 thousand visits a month and ranks #324,866 among all websites worldwide.