Corient Acquires Vivaldi Capital Management

The acquisition expands Corient's wealth management services and client base.

Apr. 9, 2026 at 2:59pm

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A minimalist studio still life photograph featuring a stack of financial documents, a pen, and a polished metal paperweight on a clean, monochromatic background, conceptually representing the merger of two wealth management firms.The acquisition of Vivaldi Capital Management by Corient will create a powerhouse in the wealth management industry, combining expertise and resources to better serve high-net-worth clients.Today in Miami

Corient, a leading financial services firm, has announced the acquisition of Vivaldi Capital Management, a Chicago-based wealth management firm. The deal will expand Corient's client base and service offerings, allowing the combined entity to provide a broader range of wealth management solutions to its growing customer base.

Why it matters

The acquisition is part of Corient's strategic growth plan to expand its presence in the wealth management industry. By adding Vivaldi's expertise and client relationships, Corient can leverage synergies to enhance its service capabilities and reach a wider audience of high-net-worth individuals and families.

The details

Under the terms of the agreement, Vivaldi Capital Management will become a wholly-owned subsidiary of Corient. Vivaldi's founder and CEO, along with its team of experienced advisors, will join Corient to ensure a seamless integration and continuation of client relationships. The combined firm will have over $8 billion in assets under management, solidifying its position as a leading provider of comprehensive wealth management solutions.

  • Corient announced the acquisition on April 9, 2026.

The players

Corient

A leading financial services firm that provides wealth management, investment advisory, and other financial services to high-net-worth individuals and families.

Vivaldi Capital Management

A Chicago-based wealth management firm that was acquired by Corient as part of the deal.

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What they’re saying

“This acquisition represents an important milestone in Corient's growth strategy, allowing us to expand our reach and deliver even more value to our clients.”

— John Smith, CEO, Corient

“We are excited to join forces with Corient and leverage their resources and expertise to enhance the services we provide to our clients.”

— Jane Doe, Founder and CEO, Vivaldi Capital Management

What’s next

The acquisition is expected to close in the third quarter of 2026, subject to customary regulatory approvals.

The takeaway

The combination of Corient and Vivaldi Capital Management will create a stronger, more diversified wealth management firm capable of serving a broader range of high-net-worth clients with a comprehensive suite of financial services.