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Browsing Tag

Corient

2 posts
NNew York City
Corient Buys $21 Billion New York City RIA Summit Trail
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Corient Buys $21 Billion New York City RIA Summit Trail

  • August 6, 2026
Miami-based Corient has struck another deal, announcing on Wednesday that it is acquiring New York City-based Summit Trail…
NNew York City
Corient Acquires $5 Billion New York City RIA
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Corient Acquires $5 Billion New York City RIA

  • July 28, 2026
Corient, a Miami-based RIA aggregator overseeing around $535 billion in client assets, has agreed to acquire a New…
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