Company Information

Get to know Corient Capital Partners

Originally founded in 2015, Corient Capital Partners focused on serving the complex needs of ultra-affluent clients. The firm was acquired by CI Financial in 2020 and became a cornerstone of its U.S. wealth management platform, CI Private Wealth. In 2023, CI Private Wealth underwent a major rebranding, unifying all its U.S. wealth management firms under the single brand name "Corient." Today, Corient operates as a national, integrated private wealth firm that combines the resources of a large national organization with the personalized service of a boutique advisory practice, focusing on holistic wealth management, investment strategy, and legacy planning.

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Financial Wealth ManagementPRIMARY
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Corient Capital Partners

United States

Founded in

01 Jan 2015 (11 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.