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Corient Capital Partners Logo
Corient Capital Partners Growth Score
71
CB Rank
341276
Heat Score
43
Corient Capital Partners is a wealth management firm.
Acquired by
CI Financial Logo
CI Financial
Founded
obfuscation
Private Newport Beach, California, United States1001-5000 www.corient.com/
Finance
Financial Services
Wealth Management
Overview

Corient Capital Partners
Growth Score
71
Heat Score
43

Growth Score71
-12 pts
in past quarter
Heat Score 43
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Corient Capital Partners

CB Rank
341276
Corient Capital Partners is a wealth management firm.
Acquired by
CI Financial Logo
CI Financial
Founded
obfuscation
Private Newport Beach, California, United States1001-5000 www.corient.com/
Finance
Financial Services
Wealth Management

Key People

Details

Legal Name Corient Capital Partners, LLC
Operating Status Active
Company Type For Profit
Founders  Darren Henderson
About the Company
Corient Capital Partners is a wealth management firm.
Phone Number 949-945-2750
Contact Email info@corient.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
Comprehensive financial planning and investment management services tailored to individuals and families to preserve and grow their wealth.
Family Office Services
Integrated services managing all aspects of a family's financial life, including tax, trust, personal CFO, lending, and family office structuring.

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  • Preview private company insights and predictions
Financials

Investments

Number of Acquisitions 3

Investment Breakdown

Number of Acquisitions 3

M&A Details

Corient Capital Partners was acquired by CI Financial on
obfuscation
.
Transaction Name 
Corient Capital Partners acquired by CI Financial Logo
Corient Capital Partners acquired by CI Financial
Acquired by 
CI Financial Logo
CI Financial
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1001-5000 Employee Profiles 1 Contacts 110

Employee Profiles

News

News and Press

News•Oct 1, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$73.7MThis year, Corient Capital Partners is projected to spend $73.7M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Sales Kit Logo
Sales Kit
100
Mirrorworlds Logo
Mirrorworlds
93
AI-Generated Answers Logo
AI-Generated Answers
91
Sub-Organizations
Frequently Asked Questions

Where is Corient Capital Partners's headquarters? Corient Capital Partners is located in Newport Beach, California, United States.Who are Corient Capital Partners's competitors? Alternatives and possible competitors to Corient Capital Partners may include Morgan Stanley, HighTower Advisors, and  Cresset.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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