Insights

Acquisition Potential First Republic's recent acquisition by JPMorgan Chase presents an opportunity for cross-selling financial services to existing JPMorgan clients in need of private wealth management.

Transitioning Clients With teams leaving First Republic after the JPMorgan acquisition, targeting these transitioning clients with tailored offerings can tap into their changing needs.

Investment Focus First Republic's strategic investment in assets like Tejon Ranch indicates potential investment advisory opportunities for high-net-worth individuals seeking similar portfolios.

Executive Mobility Executive departures from First Republic, such as Susie Cranston, open up the possibility of approaching key decision-makers moving to new firms with innovative financial solutions.

Competitive Landscape By understanding First Republic's competitors like Morgan Stanley and Northern Trust, sales professionals can identify market gaps and offer specialized services that differentiate from large wealth management firms.

Similar companies to First Republic Private Wealth Management

First Republic Private Wealth Management Tech Stack

First Republic Private Wealth Management uses 8 technology products and services including Facebook Pixel, SAS, GitHub, and more. Explore First Republic Private Wealth Management's tech stack below.

Facebook Pixel
Analytics
SAS
Business Intelligence
GitHub
Communication And Collaboration
Scala
Programming Languages
Smartsheet
Project Management
Microsoft Teams
Team Collaboration
Cisco Unified Communications Manager
Unified Communications
Facebook
Widgets

Media & News

First Republic Private Wealth Management's Email Address Formats

First Republic Private Wealth Management uses at least 1 format(s):

First Republic Private Wealth Management Email Formats	Example	Percentage
FLast@firstrepublic.com	JDoe@firstrepublic.com	88%
FiLast@firstrepublic.com	JoDoe@firstrepublic.com	6%
FirstLast@firstrepublic.com	JohnDoe@firstrepublic.com	3%
First_Last@firstrepublic.com	John_Doe@firstrepublic.com	3%

Frequently Asked Questions

Where is First Republic Private Wealth Management's headquarters located?

First Republic Private Wealth Management's main headquarters is located at US. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is First Republic Private Wealth Management's official website and social media links?

First Republic Private Wealth Management's official website is firstrepublic.com and has social profiles on LinkedIn.

How much revenue does First Republic Private Wealth Management generate?

As of August 2024, First Republic Private Wealth Management's annual revenue reached $750M.

What is First Republic Private Wealth Management's SIC code NAICS code?

First Republic Private Wealth Management's SIC code is 6011 - Federal Reserve Banks NAICS code is 523920 - Portfolio Management.

How many employees does First Republic Private Wealth Management have currently?

As of August 2024, First Republic Private Wealth Management has approximately 501 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: K. R. C.Vice President - Investment Specialist: A. P.Vice President & Client Service Manager: A. T.. Explore First Republic Private Wealth Management's employee directory with LeadIQ.

What industry does First Republic Private Wealth Management belong to?

First Republic Private Wealth Management operates in the Financial Services industry.

What technology does First Republic Private Wealth Management use?

First Republic Private Wealth Management's tech stack includes Facebook PixelSASGitHubScalaSmartsheetMicrosoft TeamsCisco Unified Communications ManagerFacebook.

What is First Republic Private Wealth Management's email format?

First Republic Private Wealth Management's email format typically follows the pattern of . Find more First Republic Private Wealth Management email formats with LeadIQ.

First Republic Private Wealth Management

Financial ServicesUnited States501-1000 Employees

First Republic is now part of JPMorgan Chase. 

Our commitment to provide extraordinary client service has not changed. Our mission continues to be understanding your individual needs and responding with personalized solutions. Our service model is now backed by the strength and stability of JPMorgan Chase, an institution that has been a leader in financial services for more than 200 years. 

See full social media terms and conditions at chase.com/socialterms.

Company Overview

Headquarters: US
Website: firstrepublic.com
SIC Code: 6011 - Federal Reserve Banks
NAICS Code: 523920 - Portfolio Management
Employees: 501-1000

Media & News

Funding & Financials

$100M$1B
First Republic Private Wealth Management's revenue is in the range of $100M$1B

Funding & Financials

$100M$1B
First Republic Private Wealth Management's revenue is in the range of $100M$1B

Company Leadership

K. R. C.
Chief Executive Officer
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Mobile Phone
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Work email
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Email
A. P.
Vice President - Investment Specialist
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Mobile Phone
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Work email
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Email
A. T.
Vice President & Client Service Manager
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Work email
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Mobile Phone
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Email
F. S. M.
Vice President | Wealth Manager
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Work email
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Mobile Phone
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Work email
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Email
J. H.
Vice President | Equity Analyst
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Work email
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Mobile Phone
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Work email
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Email

Employee Directory

H. B.
Md, Head Of Risk And Asset Allocation
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Work email
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Mobile Phone
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OR
Work email
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Email
C. P.
Vice President, Portfolio Monitoring Manager
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Work email
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Mobile Phone
✕
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OR
Work email
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Email
R. G.
Vice President, Compliance
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Work email
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Mobile Phone
✕
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OR
Work email
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Email
A. L.
Vice President, Deputy Head Of Wealth Manager Recruiting
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Work email
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Mobile Phone
✕
Access Insights for First Republic Private Wealth Management and Millions of Other Companies
Sign up for full access to First Republic Private Wealth Management information. No credit card needed.
OR
Work email
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Email
A. G.
Vice President
✕
Access Insights for First Republic Private Wealth Management and Millions of Other Companies
Sign up for full access to First Republic Private Wealth Management information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for First Republic Private Wealth Management and Millions of Other Companies
Sign up for full access to First Republic Private Wealth Management information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email

Go to Employee Directory

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Insights

Similar companies to First Republic Private Wealth Management

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RBC Wealth Management

First Republic Private Wealth Management Tech Stack

Media & News

First Republic had issues with failing to properly monitor trades on Sep 13th '24.

Wealth Management acquires First Republic.

Pollock Salah Wealth Partners left First Republic on Mar 22nd '23.

First Republic invests into assets: stake in Tejon Ranch in the amount of $947K.

Susie Cranston leaves First Republic as executive.

First Republic acquires Global Indemnity Limited for $259K.

Manager Joins NewEdge leaves First Republic.

First Republic Private Wealth Management's Email Address Formats

Frequently Asked Questions

Where is First Republic Private Wealth Management's headquarters located?

What is First Republic Private Wealth Management's official website and social media links?

How much revenue does First Republic Private Wealth Management generate?

What is First Republic Private Wealth Management's SIC code NAICS code?

How many employees does First Republic Private Wealth Management have currently?

What industry does First Republic Private Wealth Management belong to?

What technology does First Republic Private Wealth Management use?

What is First Republic Private Wealth Management's email format?

First Republic Private Wealth Management

Company Overview

Media & News

First Republic had issues with failing to properly monitor trades on Sep 13th '24.

Wealth Management acquires First Republic.

Pollock Salah Wealth Partners left First Republic on Mar 22nd '23.

Funding & Financials

Funding & Financials

Company Leadership

Employee Directory

Ready to create more pipeline?

Ready to create more pipeline?