About Vivaldi Capital Management
Vivaldi Capital Management is a company based in Chicago (United States) founded in 2012 by David Sternberg was acquired by Corient Capital Partners in April 2026. It operates as a B2B and Professional Services. Vivaldi Capital Management has completed 1 acquisition, including Cornerstone Wealth Management. Vivaldi Capital Management offers products and services including Wealth Management, Investment Research, and Retirement Plan Services. Vivaldi Capital Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Chicago, United States
- Founders David Sternberg
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Vivaldi Capital Management Lp
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
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- Investments & Acquisitions
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Acquired by
Corient Capital Partners
(Apr 09, 2026)
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Products & Services of Vivaldi Capital Management
Vivaldi Capital Management offers a comprehensive portfolio of products and services, including Wealth Management, Investment Research, and Retirement Plan Services.
Holistic approach to managing wealth for high-net-worth clients.
Provides market and portfolio analysis for clients.
Assists employers with 401(k) plan selection and implementation.
People of Vivaldi Capital Management
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Funding Insights of Vivaldi Capital Management
Detailed funding history for Vivaldi Capital Management
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Investors in Vivaldi Capital Management
Vivaldi Capital Management has secured backing from 1 investor. Prominent investors backing the company include Corient Capital Partners.
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Provides wealth management services
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Investor details for Vivaldi Capital Management
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Investments & Acquisitions by Vivaldi Capital Management
Vivaldi Capital Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Cornerstone Wealth Management.
Investment portfolio details for Vivaldi Capital Management
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Wealth and investment management services are offered to clients.
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Complete acquisition details for Vivaldi Capital Management
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Financial Statements - Vivaldi Capital Management
Detailed financials for Vivaldi Capital Management
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Vivaldi Capital Management Comparisons
Peer comparison for Vivaldi Capital Management
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Competitors of Vivaldi Capital Management
Vivaldi Capital Management 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 Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Financial services are provided to consumers and corporations worldwide.
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Detailed competitors of Vivaldi Capital Management
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Latest news on Vivaldi Capital Management
Complete news archive for Vivaldi Capital Management
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Frequently Asked Questions about Vivaldi Capital Management
Vivaldi Capital Management was founded in 2012.
Vivaldi Capital Management is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
David Sternberg is the current CEO of Vivaldi Capital Management. They have also founded this company.
Vivaldi Capital Management LP is a privately-owned firm based in Chicago, Illinois, serving high-net-worth individuals, families, and institutions. It provides holistic wealth management, investment research, and retirement plan services to address financial goals. The firm focuses on diversified strategies for growth and preservation, working with employers for 401(k) plans and offering market research. Clients include institutional entities and family offices, emphasizing personalized advisory across multiple U.S. locations.
Vivaldi Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.
Vivaldi Capital Management offers Wealth Management, Investment Research, and Retirement Plan Services.
Vivaldi Capital Management has made 1 acquisition, including Cornerstone Wealth Management.
Vivaldi Capital Management has 1 investor. Key investors include Corient Capital Partners.