Welcome to Emerging Manager Toolkit for Citizens Private Bank™ Clients

Discover exclusive benefits for Citizens clients.

Neither this platform nor any service promoted on the platform is affiliated with or endorsed by Citizens.
15 Results found

Top Professional services in Emerging Manager Toolkit For Citizens Private Bank™ Clients

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Carta

New customers
Discount 20%

(UK & EU) 20% Off First Year's Subscription to Carta (New)

To see further details, please click on “Show details”

Visible

Existing and new customers
Discount 20%

20% off any paid Visible plan for 12 months

Visible provides tools for startups to easily update investors, track KPI's, and manage a fundraise- all in one place.

Strut Consulting

New customers
Discount 15%

Strut + Citizens Emerging Manager Discount

To see further details, please click on “Show details”

Aspen HR

New customers
FREE

90 days of free PEO services (large group employee benefits, payroll, HR compliance, HR technology)

Aspen HR is the only white-glove PEO that exclusively serves the alternative investment industry. We understand the needs of highly-comped executives and have products that cater to the needs of private equity and venture capital funds.

Notion

New customers
FREE

6 Months of Notion Business with Notion AI included free

To learn more and redeem the exclusive offer, click "Show details" and visit the URL.

https://www.notion.so/help/notion-for-startups

Venture360

New customers
Discount 20%

20% off your first SPV

To see further details, please click on “Show details”

Ramp

New customers
Discount $1,500

Ramp

Ramp's Exclusive Offer for Citizen Private Bank includes:

  1. $1,500 sign on bonus
  2. 25% off SaaS pricing
  3. Up to $350,000 in partnership perks
  4. Dedicated onboarding and client support
  5. Expedited underwriting

Getro

New customers
FREE

First month free on Getro Job Board

To see further details, please click on “Show details”

Vector AIS

New customers
Discount 50%

50% off onboarding fees

To see further details, please click on “Show details”

Carta

New customers
Discount 20%

Carta Tax Advisory

Offer actionable tax advice

Employees receive unlimited 1:1 sessions with Equity Tax Advisors who can address their grants, model tax scenarios, and tax obligation questions.

Reduce operational burden

Our accredited Equity Tax Advisors field all of your employees’ equity questions, freeing up time for your finance, HR, and legal teams.

Provide a turnkey solution

Employees use the same trusted platform where they already receive equity updates, with no need to set up a new account.

Showing 1-10 of 15 results