Welcome toThe CIO Group.

The intelligent way to manage wealth,
for families, family offices and advisory firms.Built for investors, by investors.

What we do

We're a wealth management firm at the forefront of artificial intelligence, built by the team that designed and ran a $190 billion global wealth platform. We manage and oversee the wealth of families and family offices, and give RIAs and multi-family offices the technology to grow faster, run more efficiently and deepen client relationships. Behind all of it is COLOR AI, our proprietary platform built to amplify human intelligence, not replace it.

Get in touch

Speak to our team.

Whether you're a family, a family office or an advisory firm, the best way to find out what we do is a conversation with our team. Tell us a little about yourself and we'll be in touch.

Step 1

I’m getting in touch on behalf of…
My net worth is… in USD
The AUM of the family office is… in USD

Does the family office employ a full-time Chief Investment Officer?

The firm’s assets under management… in USD

My role at the firm

About you
How should we reach you?

Preferred contact

Our offices
New YorkHeadquarters41 Madison Avenue, Floor 31
New York, NY 10010
BedfordNew York640 Old Post Road
Bedford, NY 10506
RumsonNew Jersey45 W. River Road, Suite 202
Rumson, NJ 07760
CharlestonSouth Carolina211 King Street, Suite 104
Charleston, SC 29401
Weekly market commentary — what moved, what it means, and how we are positioned. Visit The Point
Episode 53October 15, 2026
Latest episode · Episode 53 · October 15, 2026

Ladies and Gentlemen: You Have Arrived at Earnings Season

What actually counts as an AI stock, where profits and share prices disagree by sector, and which out-of-favor assets look safer than investors think.

CIO Group in the news

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