Insights

Cybersecurity Needs Citizens Private Wealth has experienced recent cybersecurity breaches, including data breaches affecting hundreds of customers and ransomware incidents. This presents an opportunity to offer advanced cybersecurity solutions, risk management services, and breach mitigation tools to strengthen their defenses and rebuild client trust.

Expansion Opportunities The company's recent expansion into international markets such as the United Kingdom and Northern Europe indicates a growing global footprint. Sales teams can explore partnerships and technology solutions that support cross-border wealth management, compliance, and international client onboarding.

Technology Adoption Citizens Private Wealth uses advanced platforms like TensorFlow, GraphQL, and Oracle Recruiting, reflecting a commitment to innovative technology. This provides a gateway for offering AI-driven analytics, data management, and recruitment solutions to enhance operational efficiency and client insights.

Risk & Compliance Focus With recent disclosures of cybersecurity vulnerabilities and increased risks of identity theft and fraud, there is a clear need for enhanced compliance tools, fraud detection systems, and secure transaction platforms tailored for wealth management clients.

Client Security & Trust Given their target demographic of wealthy individuals and families, emphasizing solutions that improve data security, privacy, and trust will resonate. Selling premium cybersecurity, identity protection, and encrypted communication services could strengthen their service offerings and client confidence.

Clarfeld | Citizens Private Wealth Tech Stack

Clarfeld | Citizens Private Wealth uses 8 technology products and services including DoubleClick, Stata, Apptio, and more. Explore Clarfeld | Citizens Private Wealth's tech stack below.

  • DoubleClick
    Ad Exchanges
  • Stata
    Advanced Analytics And Data Science
  • Apptio
    Business Process Management
  • Apache Hive
    Data Warehousing
  • Workday
    Human Resource Management System
  • cert-manager
    Security
  • Spring MVC
    Software Development
  • Adobe ColdFusion
    Web Frameworks

Media & News

Clarfeld | Citizens Private Wealth's Email Address Formats

Clarfeld | Citizens Private Wealth uses at least 2 format(s):
Clarfeld | Citizens Private Wealth Email FormatsExamplePercentage
First@clarfeld.comJohn@clarfeld.com
59%
FLast@clarfeld.comJDoe@clarfeld.com
35%
FirstL@clarfeld.comJohnD@clarfeld.com
5%
First.Last@clarfeld.comJohn.Doe@clarfeld.com
1%
First.Last@citizensbank.comJohn.Doe@citizensbank.com
92%
FLast@citizensbank.comJDoe@citizensbank.com
5%
FirstLast@citizensbank.comJohnDoe@citizensbank.com
2%
F.Last@citizensbank.comJ.Doe@citizensbank.com
1%

Frequently Asked Questions

Where is Clarfeld | Citizens Private Wealth's headquarters located?

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Clarfeld | Citizens Private Wealth's main headquarters is located at Providence, Rhode Island United States. The company has employees across 2 continents, including North AmericaEurope.

What is Clarfeld | Citizens Private Wealth's phone number?

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You can contact Clarfeld | Citizens Private Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Clarfeld | Citizens Private Wealth's official website and social media links?

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Clarfeld | Citizens Private Wealth's official website is citizensbank.com and has social profiles on LinkedIn.

What is Clarfeld | Citizens Private Wealth's NAICS code?

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Clarfeld | Citizens Private Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Clarfeld | Citizens Private Wealth have currently?

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As of June 2026, Clarfeld | Citizens Private Wealth has approximately 219 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: R. S.Chief Executive Officer: F. K.Chief Investment Officer: M. H.. Explore Clarfeld | Citizens Private Wealth's employee directory with LeadIQ.

What industry does Clarfeld | Citizens Private Wealth belong to?

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Clarfeld | Citizens Private Wealth operates in the Financial Services industry.

What technology does Clarfeld | Citizens Private Wealth use?

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Clarfeld | Citizens Private Wealth's tech stack includes DoubleClickStataApptioApache HiveWorkdaycert-managerSpring MVCAdobe ColdFusion.

What is Clarfeld | Citizens Private Wealth's email format?

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Clarfeld | Citizens Private Wealth's email format typically follows the pattern of First@clarfeld.com. Find more Clarfeld | Citizens Private Wealth email formats with LeadIQ.

When was Clarfeld | Citizens Private Wealth founded?

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Clarfeld | Citizens Private Wealth was founded in 1828.

Clarfeld | Citizens Private Wealth

Financial ServicesRhode Island, United States201-500 Employees

Citizens Private Wealth, also operating as Citizens Wealth Management (in some instances DBA Citizens Private Wealth), is a wealth-management division within Citizens Financial Group, one of the oldest and largest financial institutions in the United States. Based in Providence, Rhode Island, it serves wealthy individuals and families by providing a multi-disciplinary suite of wealth-management services designed to consolidate expertise in one firm. The division offers securities, insurance, brokerage, and investment advisory services through affiliated entities, with banking products and trust services available through Citizens Bank. As part of a long-established financial services group, the organization emphasizes a client-centric approach aimed at addressing complex financial planning needs for its affluent clients. In mid-2026, Citizens Bank announced the appointment of Chris Emerson as Head of Investor Relations, effective August 1, 2026, reflecting ongoing leadership developments within the parent company.

Section iconCompany Overview

Headquarters
Providence, Rhode Island United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1828
Employees
201-500

Section iconFunding & Financials

  • $250M$500M

    Clarfeld | Citizens Private Wealth's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Clarfeld | Citizens Private Wealth's revenue is estimated to be in the range of $250M$500M

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