About Corient Capital Partners
Corient Capital Partners is a company based in Newport Beach (United States) founded in 2006 by Stephen P Lack was acquired by CI Financial in February 2022. Corient Capital Partners has completed 3 acquisitions, including Bedrock Group, Geller & Company and Vivaldi Capital Management. Corient Capital Partners offers products and services including Wealth Management, Tax Services, Trust Services, and Investment Management. Corient Capital Partners operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter Newport Beach, United States
- Founders Stephen P Lack
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Sectors
Financial Services
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Email
Locked
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Phone
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Website
Locked
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Social
Locked
- Legal Name Corient Private Wealth Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Investments & Acquisitions
Bedrock Group
& 2 more
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Acquired by
CI Financial
(Feb 22, 2022)
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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
People of Corient Capital Partners
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Partner Team
60 people
Leadership Team
28 people
Associate Team
16 people
Client Team
16 people
Operations Team
15 people
Software Development Team
9 people
Finance and Accounting
9 people
Data Analysis and Operations Team
8 people
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Funding Insights of Corient Capital Partners
Detailed funding history for Corient Capital Partners
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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 |
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Wealth management and asset management advisory services are provided.
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Investor details 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 3 companies. Notable acquisitions include Bedrock Group, Geller & Company and Vivaldi Capital Management.
Investment portfolio details for Corient Capital Partners
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Offers integrated advisory services for wealth management and investment needs.
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Bedrock Group is recognized as a multi-family office managing wealth.
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Locked | Locked | 2004 | Locked | |
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Wealth management services are provided to clients by the firm.
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Locked | Locked | 1984 | Locked |
Complete acquisition details for Corient Capital Partners
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Financial Statements - Corient Capital Partners
Detailed financials for Corient Capital Partners
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Corient Capital Partners Comparisons
Peer comparison for Corient Capital Partners
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Competitors of Corient Capital Partners
Corient Capital Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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Detailed competitors of Corient Capital Partners
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Latest news on Corient Capital Partners
Complete news archive for 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 current CEO of Corient Capital Partners.
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 Raymond James.
Corient Capital Partners offers Wealth Management, Tax Services, Trust Services, and Investment Management.
Corient Capital Partners has made 3 acquisitions, including Bedrock Group, Geller & Company, and Vivaldi Capital Management.
Corient Capital Partners has 1 investor. Key investors include CI Financial.