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CIO Group, LLC
CIO Group, LLC is an SEC-registered investment adviser that provides wealth management and investment advisory services to individuals and clients. The firm utilizes a combination of wealth management experience, proprietary artificial intelligence technology, and active asset allocation methodologies to manage portfolios and deliver financial insights.
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CIO Group, LLC at a glance
CIO Group, LLC is a financial services company headquartered in United States. Its most recent funding round raised $3.2M in June 2025. Xcout tracks 3 named people at CIO Group, LLC, including David Bailin (Chief Executive Officer).
CIO Group, LLC leadership
- David BailinChief Executive Officer
- David BailinExecutive Officer
- Sean McDermottExecutive Officer
CIO Group, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $3.2M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
CIO Group, LLC competitors
A few of CIO Group, LLC's closest competitors — see the full list of competitors and alternatives →
Sepio Capital is a multi-family office and institutional investment advisory firm that provides wealth management, family office services, and trust administration. The company serves a select group of families and institutions by managing financial details, portfolio alignments, and investment allocations.
Csenge Advisory Group, Inc. is a registered investment advisory (RIA) firm headquartered in Clearwater, Florida, providing wealth management and financial planning services.
Cypress Holdings Group operates a multi-family office and alternative investment management firm that serves ultra-high-net-worth families and limited partners. The company provides wealth management services, including investment advisory, risk management, and estate planning, alongside institutional access to private market investments.
Aspen Grove Asset Management is a registered investment advisor that provides financial planning and asset management services, including asset allocation, estate planning, retirement planning, and management of stocks and bonds. The firm serves individual clients nationally to help them meet their financial goals and lifestyles.
LifeGoal Investments LLC is an independent wealth management firm that provides personal investment management, financial planning, and tax strategy services. The company serves individuals and families by constructing diversified portfolios and aligning financial situations with long-term goals.
Curated Wealth Partners LLC operates as a multi-family office and investment advisor providing financial guidance and wealth management services to individuals and families. The firm handles administrative and investment complexities to help clients manage their financial assets and decision-making processes.
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More on CIO Group, LLC in Xcout Intel
- 3 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access