CURI HOLDINGS, INC.

CURI

Financial services, namely, wealth management services; private placements of private equity funds for others; private equity consultant services; management of private equity funds; equity capital investment; investment advice; investment management; investment consultation; investment of funds for others; financial planning and financial retirement planning and investment advisory services; financial administration of retirement plans; insurance brokerage and agency services; insurance information and consultancy; insurance administration; risk retention group insurance brokerage, consultation, and administration services for the healthcare industry; captive insurance brokerage, consultation, and administration services for the healthcare industry;

MAAP

MUTUAL ACTION ACCOUNTABILITY PLAN;Performing financial due diligence; financial consulting and advising in the field of mergers and acquisitions;Acquisition and merger consultation; business data analysis and preparation of reports in the field of due diligence for the sale, acquisition or merger of medical practices; business management consulting, strategic planning and business advisory services provided to prospective buyers of medical practices; advisory services relating to business management and business operations; business data analysis; business consulting and information services; consulting in the fields of medical practice management for others and healthcare operations management;

MEDICINE, BUSINESS & LIFE

Providing on-line non-downloadable articles in the field of finance, investments, retirement, financial planning, medical practices, health care, health, wellness, lifestyle, and current events; education services, namely, providing non-downloadable videos and webinars in the field of mental health, wellness, healthy living and lifestyle wellness; educational services, namely, providing online continuing medical education courses;MEDICINE, BUSINESS AND LIFE;Financial services, namely, wealth management services; investment advice; investment management; investment consultation; investment of funds for others; financial planning; financial planning for retirement; investment advisory services; financial administration of retirement plans; financial administration of employee retirement plans; financial asset management; financial risk assessment and financial risk management services; debt management and debt advisory services; private placements of private equity funds for others; private equity consultant services; management of private equity funds; investment management in the field of private equity; private credit and loan services; private real estate investment services; equity capital investment; estate planning; fiduciary services, namely, fiduciary representative services; insurance services, namely, underwriting, issuing policies for and administration of medical professional liability insurance, regulatory and compliance liability insurance, and cyber liability insurance; insurance risk management; insurance brokerage and insurance agency services; insurance information and consultancy; insurance administration; insurance claims processing and insurance administration; risk retention group insurance brokerage, consultation, and administration services for the healthcare industry; captive insurance brokerage, consultation, and administration services for the healthcare industry; insurance services, namely, underwriting, issuance of policies for and administration of captive insurance; savings account services; consulting services in the employee benefit plans concerning insurance and finance; financial analysis and consultation; reinsurance underwriting; insurance services, namely, underwriting, issuance of policies for and administration of life insurance, health insurance, accidental death and dismemberment insurance, and disability insurance;Business succession planning; human resource analysis and consulting services; business risk management services and consultations; business strategic planning services; business management consulting, strategic planning and business advisory services provided to the medical profession; advisory services relating to business management and business operations; operational business assistance to enterprises; consulting in the fields of medical practice management and healthcare operations management; negotiation of business contracts for others; analyzing and compiling business data; business data analysis services; preparing business reports; business reputation management and improvement services; business compliance consulting in the field of regulation compliance; tracking and monitoring insurance compliance for business purposes; tax preparation;Wellness, mental well-being and health-related consulting services; providing mental health and wellness information;