Inszone Acquires Arkansas’ Smith & Company Insurance
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Inszone→Smith & Company Insurance
May 13, 2026
Vivaldi Capital Management Acquired by Corient
Announced
Financial ServicesAdd-on
Deal Overview
Corient announced it will acquire Vivaldi Capital Management as an add-on within its wealth-management platform. Vivaldi Capital Management is a wealth-management RIA, which will expand Corient’s client-facing advisory footprint.
The excerpt provides limited deal specifics beyond the add-on characterization.
Key Details
- Transaction
- Corient acquires Vivaldi Capital Management
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