Welcome to Emerging Manager Toolkit for Citizens Private Bank™ Clients

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

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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.

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

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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

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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.