Accelerate growth with bespoke financial solutions.
Our Relationship Managers understand the complex nature and specialized needs of private equity and venture capital. Backed by a team of experts, each has a deep expertise in creating financial solutions that help increase operational liquidity and enable growth across your entire organization.
Cash management
Benefit from the enhanced reporting, controls and integrations with third-party vendors through our accessOPTIMA™ online platform.
Enhanced yield offerings
Choose from an array of on- and off-balance sheet products to address your liquidity needs and security.
Fund finance
Utilize a capital call line of credit to maintain liquidity, flexibility and reduce your administrative burden.
Foreign exchange
Enable your overseas business opportunities with the expertise and guidance of a full-service foreign exchange team and online platform.
Value-add services
Benefit from bespoke offers, events and insights to increase your likelihood of success.
Custom lending solutions
Finance management company and general partner needs with our wide array of loan products tailored to your industry.
Extraordinary service goes beyond banking
Your Relationship Manager stands ready to help you maintain your standing, in business and beyond.
Networking events
Connect with industry leaders through our events and conferences.
Curated insights
Leverage articles and webinars for perspectives and deep industry expertise that help you meet your business and financial goals.
Industry resources
Explore our online marketplace for offers and services that help you scale your firm.
Service that goes beyond and above
Guided by your objectives and backed by a full suite of world-class solutions, your dedicated Relationship Manager is ready to provide the service you need to help protect your wealth and power your future.
© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC
Banking products are offered through Citizens Bank, N.A. (“CBNA”). For deposit products, Member FDIC.
Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE