Citizens Private Wealth Revenue
Financial Services • 
Providence, Rhode Island, United States • 201-500 Employees
Citizens Private Wealth revenue & valuation
| Annual revenue | $22,000,000 |
| Revenue per employee | $102,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $70,400,000 |
| Total funding | No funding |
Company overview
| Headquarters | Providence, Rhode Island, United States |
| Phone number | +19148460100 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Wealth Management, Retirement Planning, Estate And Trust Planning, Financial Planning, Investment Management, Multi Family Office Services, Insurance And Asset Protection |
| Founded | 1828 |
| Employees | 201-500 |
| Socials |
Citizens Private Wealth Email Formats
Citizens Private Wealth uses 4 email formats. The most common is {first name} (e.g., john@clarfeld.com), used 53.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@clarfeld.com | 53.3% |
{first name}.{last name} | john.doe@clarfeld.com | 20% |
{first name}{last name} | johndoe@clarfeld.com | 20% |
{first initial}{last name} | jdoe@clarfeld.com | 6.7% |
About Citizens Private Wealth
Citizens Private Wealth is a division of Citizens Financial Group, Inc. (NYSE CFG) - one of the oldest and largest financial institutions in the United States. We provide extraordinary service and forge lasting client relationships delivering clients best-in-class products, services, and capabilities. We are a trusted source to help wealthy individuals and families solve complex financial planning issues. Our multi-disciplined approach to family wealth management consolidates all the expertise and services you need in one firm. 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
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Citizens Private Wealth has 111 employees across 8 departments.
Departments
Number of employees
Funding Data
Citizens Private Wealth has never raised funding before.
Jordan
Sweden
Australia
Frequently asked questions
Key Contact at Citizens Private Wealth
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