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CIO Group, LLC competitors & alternatives
The 12 closest competitors and alternatives to CIO Group, LLC among financial services companies — ranked by similarity to what CIO Group, LLC actually does, not by market-cap band.
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About 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.
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 →
Top 12 CIO Group, LLC competitors
Ranked by semantic similarity — how close each company is to CIO Group, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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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.
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Csenge Advisory Group, Inc. is a registered investment advisory (RIA) firm headquartered in Clearwater, Florida, providing wealth management and financial planning services.
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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.
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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.
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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.
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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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Oakmont Capital Management, LLC is a fee-only registered investment advisor that operates as a fiduciary to provide wealth management, institutional consulting, and outsourced chief investment officer (OCIO) services. The firm serves high-net-worth families, multi-generational family offices, and institutions such as endowments and foundations by designing and implementing customized investment strategies.
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Oak Creek Capital, LLC, operating as Oak Creek Private Wealth, is a fiduciary wealth management firm providing financial solutions and advisory services. The company serves individuals, families, business owners, non-profits, and institutions.
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Global Wealth Investments, Inc., operating as Global Wealth Management, provides tailored financial planning and investment advisory services to individuals, families, and business owners. The firm specializes in retirement planning, investment strategies, and financial management to help clients secure their financial futures.
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Worth Venture Partners LLC provides customized, tax-efficient investment portfolios and alternative asset services for family offices and institutional clients. The firm focuses on specialized areas such as emerging managers, insurance dedicated funds, and AI-driven investment insights.
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Cedar Capital Group provides independent, fee-only financial planning and investment management services to individual clients. Operating as a fiduciary, the firm offers personalized retirement income planning, social security optimization, investment risk profiling, and portfolio management.
Similar financial services company
Plotinus Ventures LLC (operating as Plotinus Asset Management) is a regulated portfolio manager and commodity trading advisor that provides artificial intelligence-driven investment strategies. The firm serves qualified institutional investors, family offices, and high-net-worth individuals through separate accounts, an offshore hedge fund, and custom investment advisory arrangements.
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