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Corient

is a California-based consulting firm that offers services such as wealth management, retirement and financial planning for individuals and businesses... Read more
OverviewCompetitorsAcquisitionsFundingNews & Insights

Corient

is a California-based consulting firm that offers services such as wealth management, retirement and financial planning for individuals and businesses... Read more
Corient CEO: James A. Rooney

CEO

James A. Rooney

CEO Approval Rating

70/100

2015

PrivateAcquisition Pending from CI Financial Corp.

Banking, Financial Services and Insurance
Asset & Investment Management

Est. Annual Revenue
$100K-5.0M
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Est. Employees
100-250
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Acquisitions
5

News

Acquisition
Feb 06, 2025
Business Wire
Corient acquired Rootstock Advisors for undisclosed amount

Corient Competitors

1Pacific Wealth Management
2Ross Wealth Advisors
3RFA
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