{
  "dataset_version": "0.9.7",
  "calculated_at": "2026-08-12",
  "cohort_id": "banking-capital",
  "entity_ids": [
    "ent_bank_of_america",
    "ent_citi",
    "ent_hsbc",
    "ent_evercore",
    "ent_lazard",
    "ent_houlihan_lokey",
    "ent_jpmorgan",
    "ent_capital_one",
    "ent_first_citizens_bank",
    "ent_silicon_valley_bank",
    "ent_wells_fargo",
    "ent_citizens_private_bank",
    "ent_bmo",
    "ent_morgan_stanley",
    "ent_comerica",
    "ent_stifel",
    "ent_deutsche_bank",
    "ent_bny",
    "ent_leader_bank",
    "ent_brighttower",
    "ent_intrepid_investment_bankers",
    "ent_capital_ip_investment_partners",
    "ent_indian_hills_advisors"
  ],
  "entities": [
    {
      "id": "ent_bank_of_america",
      "name": "Bank of America",
      "slug": "bank-of-america",
      "entity_type": "bank",
      "description": "Financial institution providing commercial banking, investment banking, treasury, lending, and wealth-management services.",
      "website": "https://www.bankofamerica.com/",
      "cxo_roles": [
        "CEO",
        "CFO",
        "Board"
      ],
      "categories": [
        "Banks",
        "Investment Banks",
        "Wealth Management"
      ],
      "geographies": [],
      "inclusion_basis": [
        "provides documented banking, treasury, lending, and capital-markets services"
      ],
      "sources": [
        {
          "id": "src_bofa",
          "url": "https://business.bofa.com/",
          "title": "Business Banking and Markets",
          "publisher": "Bank of America",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "description",
            "services"
          ]
        }
      ],
      "date_added": "2026-08-11",
      "last_verified": "2026-08-11",
      "verification_status": "verified",
      "geography_status": "unknown",
      "primary_category": "Banks",
      "secondary_categories": [
        "Investment Banks",
        "Wealth Management"
      ],
      "provider_types": [
        "banks",
        "investment-banks",
        "wealth-management"
      ],
      "community_formats": [],
      "event_formats": [],
      "intelligence_types": [],
      "resource_types": [],
      "executive_needs": [
        "capital-formation",
        "fundraising",
        "risk-management",
        "decision-support"
      ],
      "topics": [
        "capital-strategy",
        "private-markets"
      ],
      "audiences": [],
      "classification_evidence": [
        {
          "url": "https://business.bofa.com/",
          "title": "Bank of America Business Banking and Markets",
          "supports": [
            "topics",
            "executive_needs"
          ]
        }
      ],
      "facts": [
        {
          "id": "fact_bank-of-america_description_financial-institution-providing-commercial-banki",
          "field": "description",
          "value": "Financial institution providing commercial banking, investment banking, treasury, lending, and wealth-management services.",
          "source_ids": [
            "src_bofa"
          ],
          "last_verified": "2026-08-11"
        }
      ]
    },
    {
      "id": "ent_citi",
      "name": "Citi",
      "slug": "citi",
      "aliases": [
        "Citigroup"
      ],
      "entity_type": "bank",
      "description": "Financial institution providing banking, markets, services, lending, and wealth-management capabilities.",
      "website": "https://www.citigroup.com/",
      "cxo_roles": [
        "CEO",
        "CFO",
        "Board"
      ],
      "categories": [
        "Banks",
        "Investment Banks",
        "Wealth Management"
      ],
      "geographies": [],
      "inclusion_basis": [
        "provides documented corporate banking, markets, treasury, and wealth services"
      ],
      "sources": [
        {
          "id": "src_citi",
          "url": "https://www.citigroup.com/global/businesses",
          "title": "Businesses",
          "publisher": "Citi",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "description",
            "services"
          ]
        }
      ],
      "date_added": "2026-08-11",
      "last_verified": "2026-08-11",
      "verification_status": "verified",
      "geography_status": "unknown",
      "primary_category": "Banks",
      "secondary_categories": [
        "Investment Banks",
        "Wealth Management"
      ],
      "provider_types": [
        "banks",
        "investment-banks",
        "wealth-management"
      ],
      "community_formats": [],
      "event_formats": [],
      "intelligence_types": [],
      "resource_types": [],
      "executive_needs": [
        "capital-formation",
        "fundraising",
        "risk-management",
        "decision-support"
      ],
      "topics": [
        "capital-strategy",
        "private-markets"
      ],
      "audiences": [],
      "classification_evidence": [
        {
          "url": "https://www.citigroup.com/global/businesses",
          "title": "Citi Businesses",
          "supports": [
            "topics",
            "executive_needs"
          ]
        }
      ],
      "facts": [
        {
          "id": "fact_citi_description_financial-institution-providing-banking-markets-",
          "field": "description",
          "value": "Financial institution providing banking, markets, services, lending, and wealth-management capabilities.",
          "source_ids": [
            "src_citi"
          ],
          "last_verified": "2026-08-11"
        }
      ]
    },
    {
      "id": "ent_hsbc",
      "name": "HSBC",
      "slug": "hsbc",
      "entity_type": "bank",
      "description": "Banking organization providing commercial banking, global banking and markets, and wealth services.",
      "website": "https://www.hsbc.com/",
      "cxo_roles": [
        "CEO",
        "CFO",
        "Board"
      ],
      "categories": [
        "Banks",
        "Investment Banks",
        "Wealth Management"
      ],
      "geographies": [],
      "inclusion_basis": [
        "provides documented commercial banking, markets, and wealth services"
      ],
      "sources": [
        {
          "id": "src_hsbc",
          "url": "https://www.hsbc.com/who-we-are/businesses-and-customers/",
          "title": "Businesses and Customers",
          "publisher": "HSBC",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "description",
            "services"
          ]
        }
      ],
      "date_added": "2026-08-11",
      "last_verified": "2026-08-11",
      "verification_status": "verified",
      "geography_status": "unknown",
      "primary_category": "Banks",
      "secondary_categories": [
        "Investment Banks",
        "Wealth Management"
      ],
      "provider_types": [
        "banks",
        "investment-banks",
        "wealth-management"
      ],
      "community_formats": [],
      "event_formats": [],
      "intelligence_types": [],
      "resource_types": [],
      "executive_needs": [
        "capital-formation",
        "fundraising",
        "risk-management",
        "decision-support"
      ],
      "topics": [
        "capital-strategy",
        "private-markets"
      ],
      "audiences": [],
      "classification_evidence": [
        {
          "url": "https://www.hsbc.com/who-we-are/businesses-and-customers/",
          "title": "HSBC Businesses and Customers",
          "supports": [
            "topics",
            "executive_needs"
          ]
        }
      ],
      "facts": [
        {
          "id": "fact_hsbc_description_banking-organization-providing-commercial-bankin",
          "field": "description",
          "value": "Banking organization providing commercial banking, global banking and markets, and wealth services.",
          "source_ids": [
            "src_hsbc"
          ],
          "last_verified": "2026-08-11"
        }
      ]
    },
    {
      "id": "ent_evercore",
      "name": "Evercore",
      "slug": "evercore",
      "entity_type": "investment bank",
      "description": "Independent investment-banking advisory firm providing strategic, restructuring, and capital-markets advice.",
      "website": "https://www.evercore.com/",
      "cxo_roles": [
        "CEO",
        "CFO",
        "Board"
      ],
      "categories": [
        "Investment Banks",
        "M&A Advisors"
      ],
      "geographies": [],
      "inclusion_basis": [
        "provides documented strategic and financial advisory services to companies and boards"
      ],
      "sources": [
        {
          "id": "src_evercore",
          "url": "https://www.evercore.com/our-businesses/investment-banking/",
          "title": "Investment Banking",
          "publisher": "Evercore",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "description",
            "services"
          ]
        }
      ],
      "date_added": "2026-08-11",
      "last_verified": "2026-08-11",
      "verification_status": "verified",
      "geography_status": "unknown",
      "primary_category": "Investment Banks",
      "secondary_categories": [
        "M&A Advisors"
      ],
      "provider_types": [
        "investment-banks",
        "m-a-advisors"
      ],
      "community_formats": [],
      "event_formats": [],
      "intelligence_types": [],
      "resource_types": [],
      "executive_needs": [
        "capital-formation",
        "fundraising",
        "decision-support",
        "value-creation"
      ],
      "topics": [
        "capital-strategy",
        "private-equity",
        "private-markets"
      ],
      "audiences": [],
      "classification_evidence": [
        {
          "url": "https://www.evercore.com/our-businesses/investment-banking/",
          "title": "Evercore Investment Banking",
          "supports": [
            "topics",
            "executive_needs"
          ]
        }
      ],
      "facts": [
        {
          "id": "fact_evercore_description_independent-investment-banking-advisory-firm-pro",
          "field": "description",
          "value": "Independent investment-banking advisory firm providing strategic, restructuring, and capital-markets advice.",
          "source_ids": [
            "src_evercore"
          ],
          "last_verified": "2026-08-11"
        }
      ]
    },
    {
      "id": "ent_lazard",
      "name": "Lazard",
      "slug": "lazard",
      "entity_type": "investment bank",
      "description": "Financial-advisory and asset-management firm providing mergers and acquisitions, restructuring, and capital advice.",
      "website": "https://www.lazard.com/",
      "cxo_roles": [
        "CEO",
        "CFO",
        "Board"
      ],
      "categories": [
        "Investment Banks",
        "M&A Advisors",
        "Wealth Management"
      ],
      "geographies": [],
      "inclusion_basis": [
        "provides documented financial advisory and asset-management services"
      ],
      "sources": [
        {
          "id": "src_lazard",
          "url": "https://www.lazard.com/our-firm/businesses/financial-advisory/",
          "title": "Financial Advisory",
          "publisher": "Lazard",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "description",
            "services"
          ]
        }
      ],
      "date_added": "2026-08-11",
      "last_verified": "2026-08-11",
      "verification_status": "verified",
      "geography_status": "unknown",
      "primary_category": "Investment Banks",
      "secondary_categories": [
        "M&A Advisors",
        "Wealth Management"
      ],
      "provider_types": [
        "investment-banks",
        "m-a-advisors",
        "wealth-management"
      ],
      "community_formats": [],
      "event_formats": [],
      "intelligence_types": [],
      "resource_types": [],
      "executive_needs": [
        "capital-formation",
        "fundraising",
        "decision-support",
        "value-creation"
      ],
      "topics": [
        "capital-strategy",
        "private-equity",
        "private-markets"
      ],
      "audiences": [],
      "classification_evidence": [
        {
          "url": "https://www.lazard.com/our-firm/businesses/financial-advisory/",
          "title": "Lazard Financial Advisory",
          "supports": [
            "topics",
            "executive_needs"
          ]
        }
      ],
      "facts": [
        {
          "id": "fact_lazard_description_financial-advisory-and-asset-management-firm-pro",
          "field": "description",
          "value": "Financial-advisory and asset-management firm providing mergers and acquisitions, restructuring, and capital advice.",
          "source_ids": [
            "src_lazard"
          ],
          "last_verified": "2026-08-11"
        }
      ]
    },
    {
      "id": "ent_houlihan_lokey",
      "name": "Houlihan Lokey",
      "slug": "houlihan-lokey",
      "entity_type": "investment bank",
      "description": "Investment bank providing mergers and acquisitions, capital solutions, financial restructuring, and valuation advisory.",
      "website": "https://www.hl.com/",
      "cxo_roles": [
        "CEO",
        "CFO",
        "Board"
      ],
      "categories": [
        "Investment Banks",
        "M&A Advisors",
        "Finance Advisory"
      ],
      "geographies": [],
      "inclusion_basis": [
        "provides documented M&A, capital, restructuring, and valuation advisory services"
      ],
      "sources": [
        {
          "id": "src_hl",
          "url": "https://www.hl.com/services/",
          "title": "Services",
          "publisher": "Houlihan Lokey",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "description",
            "services"
          ]
        }
      ],
      "date_added": "2026-08-11",
      "last_verified": "2026-08-11",
      "verification_status": "verified",
      "geography_status": "unknown",
      "primary_category": "Investment Banks",
      "secondary_categories": [
        "M&A Advisors",
        "Finance Advisory"
      ],
      "provider_types": [
        "investment-banks",
        "m-a-advisors",
        "finance-advisory"
      ],
      "community_formats": [],
      "event_formats": [],
      "intelligence_types": [],
      "resource_types": [],
      "executive_needs": [
        "capital-formation",
        "fundraising",
        "decision-support",
        "value-creation"
      ],
      "topics": [
        "capital-strategy",
        "private-equity",
        "private-markets"
      ],
      "audiences": [],
      "classification_evidence": [
        {
          "url": "https://www.hl.com/services/",
          "title": "Houlihan Lokey Services",
          "supports": [
            "topics",
            "executive_needs"
          ]
        }
      ],
      "facts": [
        {
          "id": "fact_houlihan-lokey_description_investment-bank-providing-mergers-and-acquisitio",
          "field": "description",
          "value": "Investment bank providing mergers and acquisitions, capital solutions, financial restructuring, and valuation advisory.",
          "source_ids": [
            "src_hl"
          ],
          "last_verified": "2026-08-11"
        }
      ]
    },
    {
      "id": "ent_jpmorgan",
      "name": "JPMorgan Chase",
      "slug": "jpmorgan-chase",
      "aliases": [
        "J.P. Morgan",
        "Chase"
      ],
      "entity_type": "bank",
      "description": "Financial institution providing commercial banking, investment banking, treasury, payments, and private-banking services.",
      "website": "https://www.jpmorganchase.com/",
      "cxo_roles": [
        "CEO",
        "CFO",
        "Board"
      ],
      "categories": [
        "Banks",
        "Investment Banks",
        "Wealth Management"
      ],
      "subcategories": [
        "Commercial Banking",
        "Technology Banking",
        "Treasury Services",
        "Capital Raising",
        "M&A"
      ],
      "industries": [
        "Financial Services",
        "Fintech",
        "Technology"
      ],
      "geographies": [],
      "services": [
        "commercial banking",
        "investment banking",
        "treasury services",
        "payments",
        "private banking"
      ],
      "inclusion_basis": [
        "provides documented banking and capital-markets services to companies and executives"
      ],
      "sources": [
        {
          "id": "src_jpm_business",
          "url": "https://www.jpmorganchase.com/about/our-business",
          "title": "Our Business",
          "publisher": "JPMorgan Chase",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "description",
            "services"
          ]
        }
      ],
      "date_added": "2026-08-11",
      "last_verified": "2026-08-11",
      "verification_status": "verified",
      "confidence": "high",
      "geography_status": "unknown",
      "primary_category": "Banks",
      "secondary_categories": [
        "Investment Banks",
        "Wealth Management"
      ],
      "provider_types": [
        "banks",
        "investment-banks",
        "wealth-management"
      ],
      "community_formats": [],
      "event_formats": [],
      "intelligence_types": [],
      "resource_types": [],
      "executive_needs": [
        "capital-formation",
        "fundraising",
        "risk-management",
        "decision-support"
      ],
      "topics": [
        "capital-strategy",
        "private-markets"
      ],
      "audiences": [],
      "classification_evidence": [
        {
          "url": "https://www.jpmorganchase.com/about/our-business",
          "title": "JPMorgan Chase Businesses",
          "supports": [
            "topics",
            "executive_needs"
          ]
        }
      ],
      "facts": [
        {
          "id": "fact_jpmorgan-chase_description_financial-institution-providing-commercial-banki",
          "field": "description",
          "value": "Financial institution providing commercial banking, investment banking, treasury, payments, and private-banking services.",
          "source_ids": [
            "src_jpm_business"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_jpmorgan-chase_services_commercial-banking",
          "field": "services",
          "value": "commercial banking",
          "source_ids": [
            "src_jpm_business"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_jpmorgan-chase_services_investment-banking",
          "field": "services",
          "value": "investment banking",
          "source_ids": [
            "src_jpm_business"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_jpmorgan-chase_services_treasury-services",
          "field": "services",
          "value": "treasury services",
          "source_ids": [
            "src_jpm_business"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_jpmorgan-chase_services_payments",
          "field": "services",
          "value": "payments",
          "source_ids": [
            "src_jpm_business"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_jpmorgan-chase_services_private-banking",
          "field": "services",
          "value": "private banking",
          "source_ids": [
            "src_jpm_business"
          ],
          "last_verified": "2026-08-11"
        }
      ]
    },
    {
      "id": "ent_capital_one",
      "name": "Capital One",
      "slug": "capital-one",
      "entity_type": "Financial institution",
      "description": "Capital One is a technology-based financial services company providing credit cards, consumer banking and commercial banking.",
      "website": "https://www.capitalone.com/",
      "cxo_roles": [
        "CEO",
        "CFO"
      ],
      "categories": [
        "Banks",
        "Payments"
      ],
      "industries": [
        "Financial Services"
      ],
      "geographies": [
        "United States"
      ],
      "operating_geographies": [
        "United States",
        "Canada",
        "United Kingdom"
      ],
      "aliases": [
        "Capital One Financial Corporation"
      ],
      "inclusion_basis": [
        "canonical parent organization for the completed acquisition of Brex and a documented banking and payments provider"
      ],
      "sources": [
        {
          "id": "src_capital_one_about",
          "url": "https://www.capitalone.com/about/",
          "title": "About Capital One",
          "publisher": "Capital One",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "identity",
            "description",
            "website",
            "categories",
            "industries",
            "geographies",
            "operating_geographies",
            "aliases"
          ]
        }
      ],
      "date_added": "2026-08-11",
      "last_verified": "2026-08-11",
      "verification_status": "verified",
      "geography_status": "verified",
      "primary_category": "Banks",
      "secondary_categories": [
        "Payments"
      ],
      "provider_types": [
        "banks",
        "payments"
      ],
      "community_formats": [],
      "event_formats": [],
      "intelligence_types": [],
      "resource_types": [],
      "executive_needs": [],
      "topics": [],
      "audiences": [],
      "classification_evidence": [],
      "facts": [
        {
          "id": "fact_capital-one_identity_capital-one",
          "field": "identity",
          "value": "Capital One",
          "source_ids": [
            "src_capital_one_about"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_capital-one_description_capital-one-is-a-technology-based-financial-serv",
          "field": "description",
          "value": "Capital One is a technology-based financial services company providing credit cards, consumer banking and commercial banking.",
          "source_ids": [
            "src_capital_one_about"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_capital-one_website_https-www-capitalone-com",
          "field": "website",
          "value": "https://www.capitalone.com/",
          "source_ids": [
            "src_capital_one_about"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_capital-one_categories_banks",
          "field": "categories",
          "value": "Banks",
          "source_ids": [
            "src_capital_one_about"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_capital-one_categories_payments",
          "field": "categories",
          "value": "Payments",
          "source_ids": [
            "src_capital_one_about"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_capital-one_industries_financial-services",
          "field": "industries",
          "value": "Financial Services",
          "source_ids": [
            "src_capital_one_about"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_capital-one_geographies_united-states",
          "field": "geographies",
          "value": "United States",
          "source_ids": [
            "src_capital_one_about"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_capital-one_operating-geographies_united-states",
          "field": "operating_geographies",
          "value": "United States",
          "source_ids": [
            "src_capital_one_about"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_capital-one_operating-geographies_canada",
          "field": "operating_geographies",
          "value": "Canada",
          "source_ids": [
            "src_capital_one_about"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_capital-one_operating-geographies_united-kingdom",
          "field": "operating_geographies",
          "value": "United Kingdom",
          "source_ids": [
            "src_capital_one_about"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_capital-one_aliases_capital-one-financial-corporation",
          "field": "aliases",
          "value": "Capital One Financial Corporation",
          "source_ids": [
            "src_capital_one_about"
          ],
          "last_verified": "2026-08-11"
        }
      ]
    },
    {
      "id": "ent_first_citizens_bank",
      "name": "First Citizens Bank",
      "slug": "first-citizens-bank",
      "entity_type": "Organization",
      "description": "First Citizens Bank provides commercial, private and personal banking services and is a subsidiary of First Citizens BancShares.",
      "website": "https://www.firstcitizens.com/",
      "cxo_roles": [
        "CEO",
        "CFO"
      ],
      "categories": [
        "Banks",
        "Wealth Management"
      ],
      "industries": [
        "Banking",
        "Wealth Management",
        "Commercial Finance",
        "Technology",
        "Venture Capital",
        "Private Equity"
      ],
      "geographies": [
        "United States"
      ],
      "aliases": [
        "First Citizens"
      ],
      "parent_company": "First Citizens BancShares, Inc.",
      "relationship_notes": null,
      "editorial_priority": "A",
      "facts": [
        {
          "id": "fact_first-citizens-bank_identity_first-citizens-bank",
          "field": "identity",
          "value": "First Citizens Bank",
          "source_ids": [
            "src_first-citizens-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_description_first-citizens-bank-provides-commercial-private-",
          "field": "description",
          "value": "First Citizens Bank provides commercial, private and personal banking services and is a subsidiary of First Citizens BancShares.",
          "source_ids": [
            "src_first-citizens-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_website_https-www-firstcitizens-com",
          "field": "website",
          "value": "https://www.firstcitizens.com/",
          "source_ids": [
            "src_first-citizens-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_categories_banks",
          "field": "categories",
          "value": "Banks",
          "source_ids": [
            "src_first-citizens-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_categories_wealth-management",
          "field": "categories",
          "value": "Wealth Management",
          "source_ids": [
            "src_first-citizens-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_cxo-roles_ceo",
          "field": "cxo_roles",
          "value": "CEO",
          "source_ids": [
            "src_first-citizens-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_cxo-roles_cfo",
          "field": "cxo_roles",
          "value": "CFO",
          "source_ids": [
            "src_first-citizens-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_aliases_first-citizens",
          "field": "aliases",
          "value": "First Citizens",
          "source_ids": [
            "src_first-citizens-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_parent-company_first-citizens-bancshares-inc",
          "field": "parent_company",
          "value": "First Citizens BancShares, Inc.",
          "source_ids": [
            "src_first-citizens-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_geographies_united-states",
          "field": "geographies",
          "value": "United States",
          "source_ids": [
            "src_first_citizens_about_2026",
            "src_first_citizens_timeline_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_services_personal-banking",
          "field": "services",
          "value": "personal banking",
          "source_ids": [
            "src_first_citizens_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_services_wealth-management",
          "field": "services",
          "value": "wealth management",
          "source_ids": [
            "src_first_citizens_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_services_business-banking",
          "field": "services",
          "value": "business banking",
          "source_ids": [
            "src_first_citizens_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_services_commercial-banking",
          "field": "services",
          "value": "commercial banking",
          "source_ids": [
            "src_first_citizens_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_services_innovation-banking",
          "field": "services",
          "value": "innovation banking",
          "source_ids": [
            "src_first_citizens_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_services_treasury-management",
          "field": "services",
          "value": "treasury management",
          "source_ids": [
            "src_first_citizens_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_services_foreign-exchange-and-trade-finance",
          "field": "services",
          "value": "foreign exchange and trade finance",
          "source_ids": [
            "src_first_citizens_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_industries_banking",
          "field": "industries",
          "value": "Banking",
          "source_ids": [
            "src_first_citizens_about_2026",
            "src_first_citizens_timeline_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_industries_wealth-management",
          "field": "industries",
          "value": "Wealth Management",
          "source_ids": [
            "src_first_citizens_about_2026",
            "src_first_citizens_timeline_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_industries_commercial-finance",
          "field": "industries",
          "value": "Commercial Finance",
          "source_ids": [
            "src_first_citizens_about_2026",
            "src_first_citizens_timeline_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_industries_technology",
          "field": "industries",
          "value": "Technology",
          "source_ids": [
            "src_first_citizens_about_2026",
            "src_first_citizens_timeline_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_industries_venture-capital",
          "field": "industries",
          "value": "Venture Capital",
          "source_ids": [
            "src_first_citizens_about_2026",
            "src_first_citizens_timeline_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_industries_private-equity",
          "field": "industries",
          "value": "Private Equity",
          "source_ids": [
            "src_first_citizens_about_2026",
            "src_first_citizens_timeline_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_founded-year_1898",
          "field": "founded_year",
          "value": 1898,
          "source_ids": [
            "src_first_citizens_timeline_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_first-citizens-bank_headquarters_raleigh-north-carolina-united-states",
          "field": "headquarters",
          "value": "Raleigh, North Carolina, United States",
          "source_ids": [
            "src_first_citizens_timeline_2026"
          ],
          "last_verified": "2026-08-11"
        }
      ],
      "inclusion_basis": [
        "First Citizens Bank is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions."
      ],
      "sources": [
        {
          "id": "src_first-citizens-bank_official",
          "url": "https://www.firstcitizens.com/",
          "title": "First Citizens Bank official website",
          "publisher": "First Citizens Bank",
          "source_class": "official organization",
          "accessed_date": "2026-08-11",
          "supports": [
            "identity",
            "description",
            "website",
            "categories",
            "cxo_roles",
            "aliases",
            "parent_company"
          ]
        },
        {
          "id": "src_first_citizens_about_2026",
          "url": "https://www.firstcitizens.com/about-us",
          "title": "About First Citizens Bank",
          "publisher": "First Citizens Bank",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "geographies",
            "services",
            "industries"
          ]
        },
        {
          "id": "src_first_citizens_timeline_2026",
          "url": "https://www.firstcitizens.com/about-us/timeline",
          "title": "First Citizens Through the Years",
          "publisher": "First Citizens Bank",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "founded_year",
            "headquarters",
            "geographies",
            "industries"
          ]
        }
      ],
      "date_added": "2026-08-11",
      "last_verified": "2026-08-11",
      "verification_status": "verified",
      "founded_year": 1898,
      "headquarters": "Raleigh, North Carolina, United States",
      "services": [
        "personal banking",
        "wealth management",
        "business banking",
        "commercial banking",
        "innovation banking",
        "treasury management",
        "foreign exchange and trade finance"
      ],
      "products": [],
      "geography_status": "verified",
      "primary_category": "Banks",
      "secondary_categories": [
        "Wealth Management"
      ],
      "provider_types": [
        "banks",
        "wealth-management"
      ],
      "community_formats": [],
      "event_formats": [],
      "intelligence_types": [],
      "resource_types": [],
      "executive_needs": [
        "capital-formation",
        "decision-support"
      ],
      "topics": [
        "capital-strategy",
        "private-markets"
      ],
      "audiences": [
        "founders",
        "venture-capital-investors",
        "private-equity-leaders"
      ],
      "classification_evidence": [
        {
          "url": "https://www.firstcitizens.com/about-us",
          "title": "About First Citizens Bank",
          "supports": [
            "topics",
            "executive_needs",
            "audiences"
          ]
        }
      ]
    },
    {
      "id": "ent_silicon_valley_bank",
      "name": "Silicon Valley Bank",
      "slug": "silicon-valley-bank",
      "entity_type": "Organization",
      "description": "Silicon Valley Bank provides commercial banking and financial services to companies and investors in innovation markets.",
      "website": "https://www.svb.com/",
      "cxo_roles": [
        "CEO",
        "CFO"
      ],
      "categories": [
        "Banks"
      ],
      "industries": [
        "Technology",
        "Life Sciences",
        "Healthcare",
        "Climate Technology",
        "Venture Capital",
        "Private Equity",
        "Startups"
      ],
      "geographies": [
        "United States",
        "Silicon Valley",
        "San Francisco Bay Area"
      ],
      "aliases": [
        "SVB"
      ],
      "parent_company": "First Citizens Bank",
      "relationship_notes": "SVB operates as a division of First Citizens Bank following the 2023 acquisition.",
      "editorial_priority": "A",
      "facts": [
        {
          "id": "fact-svb-current-brand-2026",
          "field": "current_display_name",
          "value": "Silicon Valley Bank",
          "as_of_date": "2026-08-11",
          "last_verified": "2026-08-11",
          "verification_status": "verified",
          "source_ids": [
            "src_svb_rebrand_announcement"
          ]
        },
        {
          "id": "fact-svb-future-rebrand",
          "field": "announced_future_name",
          "value": "First Citizens Innovation Banking and First Citizens Fund Banking",
          "valid_from": "2026-10-01",
          "as_of_date": "2026-04-23",
          "last_verified": "2026-08-11",
          "verification_status": "verified",
          "source_ids": [
            "src_svb_rebrand_announcement"
          ]
        },
        {
          "id": "fact_silicon-valley-bank_identity_silicon-valley-bank",
          "field": "identity",
          "value": "Silicon Valley Bank",
          "source_ids": [
            "src_silicon-valley-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_description_silicon-valley-bank-provides-commercial-banking-",
          "field": "description",
          "value": "Silicon Valley Bank provides commercial banking and financial services to companies and investors in innovation markets.",
          "source_ids": [
            "src_silicon-valley-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_website_https-www-svb-com",
          "field": "website",
          "value": "https://www.svb.com/",
          "source_ids": [
            "src_silicon-valley-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_categories_banks",
          "field": "categories",
          "value": "Banks",
          "source_ids": [
            "src_silicon-valley-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_cxo-roles_ceo",
          "field": "cxo_roles",
          "value": "CEO",
          "source_ids": [
            "src_silicon-valley-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_cxo-roles_cfo",
          "field": "cxo_roles",
          "value": "CFO",
          "source_ids": [
            "src_silicon-valley-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_aliases_svb",
          "field": "aliases",
          "value": "SVB",
          "source_ids": [
            "src_silicon-valley-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_parent-company_first-citizens-bank",
          "field": "parent_company",
          "value": "First Citizens Bank",
          "source_ids": [
            "src_silicon-valley-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_relationship-notes_svb-operates-as-a-division-of-first-citizens-ban",
          "field": "relationship_notes",
          "value": "SVB operates as a division of First Citizens Bank following the 2023 acquisition.",
          "source_ids": [
            "src_silicon-valley-bank_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_geographies_united-states",
          "field": "geographies",
          "value": "United States",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_geographies_silicon-valley",
          "field": "geographies",
          "value": "Silicon Valley",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_geographies_san-francisco-bay-area",
          "field": "geographies",
          "value": "San Francisco Bay Area",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_services_commercial-banking",
          "field": "services",
          "value": "commercial banking",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_services_venture-debt",
          "field": "services",
          "value": "venture debt",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_services_fund-banking",
          "field": "services",
          "value": "fund banking",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_services_treasury-management",
          "field": "services",
          "value": "treasury management",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_services_private-banking",
          "field": "services",
          "value": "private banking",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_services_foreign-exchange",
          "field": "services",
          "value": "foreign exchange",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_services_startup-banking",
          "field": "services",
          "value": "startup banking",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_industries_technology",
          "field": "industries",
          "value": "Technology",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_industries_life-sciences",
          "field": "industries",
          "value": "Life Sciences",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_industries_healthcare",
          "field": "industries",
          "value": "Healthcare",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_industries_climate-technology",
          "field": "industries",
          "value": "Climate Technology",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_industries_venture-capital",
          "field": "industries",
          "value": "Venture Capital",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_industries_private-equity",
          "field": "industries",
          "value": "Private Equity",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_industries_startups",
          "field": "industries",
          "value": "Startups",
          "source_ids": [
            "src_svb_about_2026",
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_founded-year_1983",
          "field": "founded_year",
          "value": 1983,
          "source_ids": [
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_silicon-valley-bank_headquarters_santa-clara-california-united-states",
          "field": "headquarters",
          "value": "Santa Clara, California, United States",
          "source_ids": [
            "src_svb_faq_2026"
          ],
          "last_verified": "2026-08-11"
        }
      ],
      "inclusion_basis": [
        "Silicon Valley Bank is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions."
      ],
      "sources": [
        {
          "id": "src_silicon-valley-bank_official",
          "url": "https://www.svb.com/",
          "title": "Silicon Valley Bank official website",
          "publisher": "Silicon Valley Bank",
          "source_class": "official organization",
          "accessed_date": "2026-08-11",
          "supports": [
            "identity",
            "description",
            "website",
            "categories",
            "cxo_roles",
            "aliases",
            "parent_company",
            "relationship_notes"
          ]
        },
        {
          "id": "src_svb_rebrand_announcement",
          "url": "https://newsroom.firstcitizens.com/2026-04-23-First-Citizens-Bank-to-Expand-Commercial-Solutions-and-Align-Brand-Names-in-Q4-2026",
          "title": "First Citizens Bank to Align Brand Names in Q4 2026",
          "publisher": "First Citizens Bank",
          "source_class": "official company",
          "published_date": "2026-04-23",
          "accessed_date": "2026-08-11",
          "supports": [
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            "announced_future_name"
          ]
        },
        {
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        "trust and estate services"
      ],
      "headquarters": "Providence, Rhode Island, United States",
      "products": [],
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        "Wealth Management"
      ],
      "provider_types": [
        "banks",
        "wealth-management"
      ],
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      "event_formats": [],
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        "decision-support",
        "capital-formation"
      ],
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        "capital-strategy",
        "private-markets"
      ],
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        "private-equity-leaders",
        "venture-capital-investors",
        "founders"
      ],
      "classification_evidence": [
        {
          "url": "https://www.citizensbank.com/private-banking/overview.aspx",
          "title": "Citizens Private Bank",
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            "topics",
            "executive_needs",
            "audiences"
          ]
        }
      ]
    },
    {
      "id": "ent_bmo",
      "name": "BMO",
      "slug": "bmo",
      "entity_type": "Organization",
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      "website": "https://www.bmo.com/",
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        "CEO",
        "CFO"
      ],
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        "Banks",
        "Investment Banks",
        "Wealth Management"
      ],
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        "Banking",
        "Financial Services",
        "Technology",
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        "Real Estate",
        "Energy",
        "Consumer"
      ],
      "geographies": [],
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        "Bank of Montreal"
      ],
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      "relationship_notes": null,
      "editorial_priority": "A",
      "facts": [
        {
          "id": "fact-bmo-tech-credit-2026",
          "field": "technology_credit_exposure",
          "value": 8000000000,
          "currency": "USD",
          "qualifier": "approximately",
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          "verification_status": "verified",
          "source_ids": [
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          ]
        },
        {
          "id": "fact-bmo-tech-clients-2026",
          "field": "technology_client_count",
          "value": 900,
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          "last_verified": "2026-08-11",
          "verification_status": "verified",
          "source_ids": [
            "src_bmo_technology_2026"
          ]
        },
        {
          "id": "fact-bmo-tech-experience",
          "field": "technology_banking_experience_years",
          "value": 30,
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          "verification_status": "verified",
          "source_ids": [
            "src_bmo_technology_2026"
          ]
        },
        {
          "id": "fact_bmo_identity_bmo",
          "field": "identity",
          "value": "BMO",
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            "src_bmo_official"
          ],
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        },
        {
          "id": "fact_bmo_description_bmo-provides-commercial-banking-capital-markets-",
          "field": "description",
          "value": "BMO provides commercial banking, capital-markets and wealth-management services.",
          "source_ids": [
            "src_bmo_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_website_https-www-bmo-com",
          "field": "website",
          "value": "https://www.bmo.com/",
          "source_ids": [
            "src_bmo_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_categories_banks",
          "field": "categories",
          "value": "Banks",
          "source_ids": [
            "src_bmo_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_categories_investment-banks",
          "field": "categories",
          "value": "Investment Banks",
          "source_ids": [
            "src_bmo_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_categories_wealth-management",
          "field": "categories",
          "value": "Wealth Management",
          "source_ids": [
            "src_bmo_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_cxo-roles_ceo",
          "field": "cxo_roles",
          "value": "CEO",
          "source_ids": [
            "src_bmo_official"
          ],
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        },
        {
          "id": "fact_bmo_cxo-roles_cfo",
          "field": "cxo_roles",
          "value": "CFO",
          "source_ids": [
            "src_bmo_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_aliases_bank-of-montreal",
          "field": "aliases",
          "value": "Bank of Montreal",
          "source_ids": [
            "src_bmo_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_capabilities_technology-banking",
          "field": "capabilities",
          "value": "technology banking",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_capabilities_growth-stage-banking",
          "field": "capabilities",
          "value": "growth-stage banking",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_capabilities_commercial-banking",
          "field": "capabilities",
          "value": "commercial banking",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_capabilities_corporate-banking",
          "field": "capabilities",
          "value": "corporate banking",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_capabilities_recurring-revenue-lending",
          "field": "capabilities",
          "value": "recurring-revenue lending",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_capabilities_specialized-debt-financing",
          "field": "capabilities",
          "value": "specialized debt financing",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_capabilities_capital-markets-access",
          "field": "capabilities",
          "value": "capital markets access",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_capabilities_bank-syndication",
          "field": "capabilities",
          "value": "bank syndication",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_capabilities_multinational-corporate-banking",
          "field": "capabilities",
          "value": "multinational corporate banking",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_capabilities_lifecycle-banking",
          "field": "capabilities",
          "value": "lifecycle banking",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_operating-geographies_united-states",
          "field": "operating_geographies",
          "value": "United States",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_operating-geographies_canada",
          "field": "operating_geographies",
          "value": "Canada",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_operating-geographies_north-america",
          "field": "operating_geographies",
          "value": "North America",
          "source_ids": [
            "src_bmo_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_founded-year_1817",
          "field": "founded_year",
          "value": 1817,
          "source_ids": [
            "src_bmo_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_headquarters_toronto-ontario-canada",
          "field": "headquarters",
          "value": "Toronto, Ontario, Canada",
          "source_ids": [
            "src_bmo_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_industries_banking",
          "field": "industries",
          "value": "Banking",
          "source_ids": [
            "src_bmo_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_industries_financial-services",
          "field": "industries",
          "value": "Financial Services",
          "source_ids": [
            "src_bmo_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_industries_technology",
          "field": "industries",
          "value": "Technology",
          "source_ids": [
            "src_bmo_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_industries_healthcare",
          "field": "industries",
          "value": "Healthcare",
          "source_ids": [
            "src_bmo_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_industries_real-estate",
          "field": "industries",
          "value": "Real Estate",
          "source_ids": [
            "src_bmo_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_industries_energy",
          "field": "industries",
          "value": "Energy",
          "source_ids": [
            "src_bmo_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bmo_industries_consumer",
          "field": "industries",
          "value": "Consumer",
          "source_ids": [
            "src_bmo_about_2026"
          ],
          "last_verified": "2026-08-11"
        }
      ],
      "inclusion_basis": [
        "BMO is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions."
      ],
      "sources": [
        {
          "id": "src_bmo_official",
          "url": "https://www.bmo.com/",
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        },
        {
          "id": "src_bmo_technology_2026",
          "url": "https://commercial.bmo.com/en/ca/industry-expertise/technology/",
          "title": "BMO Technology Banking",
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        },
        {
          "id": "src_bmo_about_2026",
          "url": "https://www.bmo.com/en-us/main/about-us/index.html",
          "title": "About BMO",
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            "headquarters",
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        }
      ],
      "date_added": "2026-08-11",
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        "lifecycle banking"
      ],
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        "Canada",
        "North America"
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      "founded_year": 1817,
      "headquarters": "Toronto, Ontario, Canada",
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        "Investment Banks",
        "Wealth Management"
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        "investment-banks",
        "wealth-management"
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        {
          "url": "https://www.bmo.com/en-us/main/about-us/index.html",
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        }
      ]
    },
    {
      "id": "ent_morgan_stanley",
      "name": "Morgan Stanley",
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        {
          "id": "fact_morgan-stanley_identity_morgan-stanley",
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        },
        {
          "id": "fact_morgan-stanley_description_morgan-stanley-provides-investment-banking-capit",
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          "id": "fact_morgan-stanley_website_https-www-morganstanley-com",
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          "id": "fact_morgan-stanley_categories_investment-banks",
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        },
        {
          "id": "fact_morgan-stanley_categories_wealth-management",
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          ],
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        },
        {
          "id": "fact_morgan-stanley_cxo-roles_ceo",
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        },
        {
          "id": "fact_morgan-stanley_cxo-roles_cfo",
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          ],
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        },
        {
          "id": "fact_morgan-stanley_cxo-roles_board",
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        },
        {
          "id": "fact_morgan-stanley_services_wealth-management",
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        },
        {
          "id": "fact_morgan-stanley_services_investment-banking",
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          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_services_sales-and-trading",
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          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_services_investment-management",
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          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_services_research",
          "field": "services",
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          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_services_capital-markets",
          "field": "services",
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            "src_morgan_about_2026"
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          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_services_private-wealth-management",
          "field": "services",
          "value": "private wealth management",
          "source_ids": [
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            "src_morgan_banking_2026",
            "src_morgan_about_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_founded-year_1935",
          "field": "founded_year",
          "value": 1935,
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_headquarters_new-york-new-york-united-states",
          "field": "headquarters",
          "value": "New York, New York, United States",
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        },
        {
          "id": "fact_morgan-stanley_geographies_united-states",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_geographies_new-york",
          "field": "geographies",
          "value": "New York",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_geographies_london",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_geographies_singapore",
          "field": "geographies",
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          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_industries_financial-services",
          "field": "industries",
          "value": "Financial Services",
          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_industries_investment-banking",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_industries_wealth-management",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_industries_investment-management",
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          "value": "Investment Management",
          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_morgan-stanley_industries_capital-markets",
          "field": "industries",
          "value": "Capital Markets",
          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        }
      ],
      "inclusion_basis": [
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      "sources": [
        {
          "id": "src_morgan-stanley_official",
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            "categories",
            "cxo_roles"
          ]
        },
        {
          "id": "src_morgan_what_we_do_2026",
          "url": "https://www.morganstanley.com/what-we-do",
          "title": "Morgan Stanley Businesses",
          "publisher": "Morgan Stanley",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "services"
          ]
        },
        {
          "id": "src_morgan_banking_2026",
          "url": "https://www.morganstanley.com/what-we-do/investment-banking",
          "title": "Morgan Stanley Investment Banking",
          "publisher": "Morgan Stanley",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
          "supports": [
            "services"
          ]
        },
        {
          "id": "src_morgan_about_2026",
          "url": "https://www.morganstanley.com/about-us",
          "title": "About Morgan Stanley",
          "publisher": "Morgan Stanley",
          "source_class": "official company",
          "accessed_date": "2026-08-11",
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            "headquarters",
            "geographies",
            "industries",
            "services"
          ]
        }
      ],
      "date_added": "2026-08-11",
      "last_verified": "2026-08-11",
      "verification_status": "verified",
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        "wealth management",
        "investment banking",
        "sales and trading",
        "investment management",
        "research",
        "capital markets",
        "private wealth management"
      ],
      "founded_year": 1935,
      "headquarters": "New York, New York, United States",
      "products": [],
      "geography_status": "verified",
      "primary_category": "Investment Banks",
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        "Wealth Management"
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      "provider_types": [
        "investment-banks",
        "wealth-management"
      ],
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        "capital-formation",
        "decision-support",
        "governance"
      ],
      "topics": [
        "capital-strategy",
        "private-markets",
        "corporate-governance"
      ],
      "audiences": [
        "private-equity-leaders",
        "venture-capital-investors"
      ],
      "classification_evidence": [
        {
          "url": "https://www.morganstanley.com/about-us",
          "title": "About Morgan Stanley",
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            "topics",
            "executive_needs",
            "audiences"
          ]
        }
      ]
    },
    {
      "id": "ent_comerica",
      "name": "Comerica",
      "slug": "comerica",
      "entity_type": "Organization",
      "description": "Comerica provides commercial banking, treasury-management and wealth-management services.",
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        "CEO",
        "CFO"
      ],
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        "Banks",
        "Wealth Management"
      ],
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        "Banking",
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        "Technology",
        "Life Sciences",
        "Real Estate",
        "Energy",
        "Small Business"
      ],
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        {
          "id": "fact-comerica-fund-range",
          "field": "fund_solution_range",
          "minimum": 500000,
          "maximum": 100000000,
          "currency": "USD",
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          "last_verified": "2026-08-11",
          "verification_status": "verified",
          "source_ids": [
            "src_comerica_technology_2026"
          ]
        },
        {
          "id": "fact-comerica-tech-experience",
          "field": "technology_banking_experience_years",
          "value": 30,
          "operator": ">",
          "as_of_date": "2026-08-11",
          "last_verified": "2026-08-11",
          "verification_status": "verified",
          "source_ids": [
            "src_comerica_technology_2026"
          ]
        },
        {
          "id": "fact_comerica_identity_comerica",
          "field": "identity",
          "value": "Comerica",
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            "src_comerica_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_description_comerica-provides-commercial-banking-treasury-ma",
          "field": "description",
          "value": "Comerica provides commercial banking, treasury-management and wealth-management services.",
          "source_ids": [
            "src_comerica_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_website_https-www-comerica-com",
          "field": "website",
          "value": "https://www.comerica.com/",
          "source_ids": [
            "src_comerica_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_categories_banks",
          "field": "categories",
          "value": "Banks",
          "source_ids": [
            "src_comerica_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_categories_wealth-management",
          "field": "categories",
          "value": "Wealth Management",
          "source_ids": [
            "src_comerica_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_cxo-roles_ceo",
          "field": "cxo_roles",
          "value": "CEO",
          "source_ids": [
            "src_comerica_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_cxo-roles_cfo",
          "field": "cxo_roles",
          "value": "CFO",
          "source_ids": [
            "src_comerica_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_technology-banking",
          "field": "capabilities",
          "value": "technology banking",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_life-sciences-banking",
          "field": "capabilities",
          "value": "life sciences banking",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_growth-capital-lending",
          "field": "capabilities",
          "value": "growth capital lending",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_mrr-financing",
          "field": "capabilities",
          "value": "MRR financing",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_arr-financing",
          "field": "capabilities",
          "value": "ARR financing",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_working-capital-lending",
          "field": "capabilities",
          "value": "working capital lending",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_cash-flow-lending",
          "field": "capabilities",
          "value": "cash-flow lending",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_acquisition-financing",
          "field": "capabilities",
          "value": "acquisition financing",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_dividend-recap-financing",
          "field": "capabilities",
          "value": "dividend recap financing",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_equity-fund-services",
          "field": "capabilities",
          "value": "equity fund services",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_venture-debt",
          "field": "capabilities",
          "value": "venture debt",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_recurring-revenue-credit",
          "field": "capabilities",
          "value": "recurring-revenue credit",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_healthcare-financing",
          "field": "capabilities",
          "value": "healthcare financing",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_cash-management",
          "field": "capabilities",
          "value": "cash management",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_capabilities_capital-call-financing",
          "field": "capabilities",
          "value": "capital-call financing",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_services_early-stage-financing",
          "field": "services",
          "value": "early-stage financing",
          "source_ids": [
            "src_comerica_technology_2026",
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_services_mid-stage-financing",
          "field": "services",
          "value": "mid-stage financing",
          "source_ids": [
            "src_comerica_technology_2026",
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_services_fund-banking",
          "field": "services",
          "value": "fund banking",
          "source_ids": [
            "src_comerica_technology_2026",
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_services_treasury-management",
          "field": "services",
          "value": "treasury management",
          "source_ids": [
            "src_comerica_technology_2026",
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_services_investment-strategies",
          "field": "services",
          "value": "investment strategies",
          "source_ids": [
            "src_comerica_technology_2026",
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_operating-geographies_united-states",
          "field": "operating_geographies",
          "value": "United States",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_operating-geographies_canada",
          "field": "operating_geographies",
          "value": "Canada",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_operating-geographies_israel",
          "field": "operating_geographies",
          "value": "Israel",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_operating-geographies_palo-alto",
          "field": "operating_geographies",
          "value": "Palo Alto",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_operating-geographies_san-francisco",
          "field": "operating_geographies",
          "value": "San Francisco",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_operating-geographies_new-york",
          "field": "operating_geographies",
          "value": "New York",
          "source_ids": [
            "src_comerica_technology_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_founded-year_1849",
          "field": "founded_year",
          "value": 1849,
          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_headquarters_dallas-texas-united-states",
          "field": "headquarters",
          "value": "Dallas, Texas, United States",
          "source_ids": [
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_industries_banking",
          "field": "industries",
          "value": "Banking",
          "source_ids": [
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_industries_financial-services",
          "field": "industries",
          "value": "Financial Services",
          "source_ids": [
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_industries_technology",
          "field": "industries",
          "value": "Technology",
          "source_ids": [
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_industries_life-sciences",
          "field": "industries",
          "value": "Life Sciences",
          "source_ids": [
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_industries_real-estate",
          "field": "industries",
          "value": "Real Estate",
          "source_ids": [
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_industries_energy",
          "field": "industries",
          "value": "Energy",
          "source_ids": [
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_comerica_industries_small-business",
          "field": "industries",
          "value": "Small Business",
          "source_ids": [
            "src_comerica_overview_2026"
          ],
          "last_verified": "2026-08-11"
        }
      ],
      "inclusion_basis": [
        "Comerica is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions."
      ],
      "sources": [
        {
          "id": "src_comerica_official",
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            "description",
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            "categories",
            "cxo_roles"
          ]
        },
        {
          "id": "src_comerica_technology_2026",
          "url": "https://www.comerica.com/business/solutions/specialized-industries/technology.html",
          "title": "Technology and Life Sciences Banking",
          "publisher": "Comerica",
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          "accessed_date": "2026-08-11",
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            "operating_geographies",
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            "technology_banking_experience_years"
          ]
        },
        {
          "id": "src_comerica_overview_2026",
          "url": "https://www.comerica.com/about-us/company-overview.html",
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          "publisher": "Comerica",
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        }
      ],
      "date_added": "2026-08-11",
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        "technology banking",
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        "MRR financing",
        "ARR financing",
        "working capital lending",
        "cash-flow lending",
        "acquisition financing",
        "dividend recap financing",
        "equity fund services",
        "venture debt",
        "recurring-revenue credit",
        "healthcare financing",
        "cash management",
        "capital-call financing"
      ],
      "services": [
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        "mid-stage financing",
        "fund banking",
        "treasury management",
        "investment strategies"
      ],
      "operating_geographies": [
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        "Israel",
        "Palo Alto",
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      ],
      "founded_year": 1849,
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        {
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        }
      ]
    },
    {
      "id": "ent_stifel",
      "name": "Stifel",
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        "CEO",
        "CFO"
      ],
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        "Investment Banks",
        "Wealth Management"
      ],
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        "Investment Banking",
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        "Capital Markets",
        "Financial Services"
      ],
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        "London"
      ],
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      "editorial_priority": "A",
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        {
          "id": "fact_stifel_identity_stifel",
          "field": "identity",
          "value": "Stifel",
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            "src_stifel_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_description_stifel-provides-investment-banking-brokerage-res",
          "field": "description",
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          ],
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        },
        {
          "id": "fact_stifel_website_https-www-stifel-com",
          "field": "website",
          "value": "https://www.stifel.com/",
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          ],
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        },
        {
          "id": "fact_stifel_categories_investment-banks",
          "field": "categories",
          "value": "Investment Banks",
          "source_ids": [
            "src_stifel_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_categories_wealth-management",
          "field": "categories",
          "value": "Wealth Management",
          "source_ids": [
            "src_stifel_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_cxo-roles_ceo",
          "field": "cxo_roles",
          "value": "CEO",
          "source_ids": [
            "src_stifel_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_cxo-roles_cfo",
          "field": "cxo_roles",
          "value": "CFO",
          "source_ids": [
            "src_stifel_official"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_services_wealth-management",
          "field": "services",
          "value": "wealth management",
          "source_ids": [
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            "src_stifel_advisory_2026",
            "src_stifel_history_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_services_investment-banking",
          "field": "services",
          "value": "investment banking",
          "source_ids": [
            "src_stifel_about_2026",
            "src_stifel_advisory_2026",
            "src_stifel_history_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_services_institutional-brokerage",
          "field": "services",
          "value": "institutional brokerage",
          "source_ids": [
            "src_stifel_about_2026",
            "src_stifel_advisory_2026",
            "src_stifel_history_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_services_equity-research",
          "field": "services",
          "value": "equity research",
          "source_ids": [
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            "src_stifel_advisory_2026",
            "src_stifel_history_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_services_fixed-income-capital-markets",
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            "src_stifel_advisory_2026",
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        },
        {
          "id": "fact_stifel_services_public-finance",
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            "src_stifel_advisory_2026",
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          ],
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        },
        {
          "id": "fact_stifel_services_asset-management",
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            "src_stifel_advisory_2026",
            "src_stifel_history_2026"
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        },
        {
          "id": "fact_stifel_founded-year_1890",
          "field": "founded_year",
          "value": 1890,
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          ],
          "last_verified": "2026-08-11"
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        {
          "id": "fact_stifel_headquarters_st-louis-missouri-united-states",
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        },
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          "id": "fact_stifel_geographies_united-states",
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          ],
          "last_verified": "2026-08-11"
        },
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          "id": "fact_stifel_geographies_new-york",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_geographies_london",
          "field": "geographies",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_industries_investment-banking",
          "field": "industries",
          "value": "Investment Banking",
          "source_ids": [
            "src_stifel_history_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_industries_wealth-management",
          "field": "industries",
          "value": "Wealth Management",
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            "src_stifel_history_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_industries_capital-markets",
          "field": "industries",
          "value": "Capital Markets",
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            "src_stifel_history_2026"
          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_stifel_industries_financial-services",
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          ],
          "last_verified": "2026-08-11"
        }
      ],
      "inclusion_basis": [
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      ],
      "sources": [
        {
          "id": "src_stifel_official",
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            "cxo_roles"
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        },
        {
          "id": "src_stifel_about_2026",
          "url": "https://www.stifel.com/home/aboutstifel",
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          "supports": [
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          ]
        },
        {
          "id": "src_stifel_advisory_2026",
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          ]
        },
        {
          "id": "src_stifel_history_2026",
          "url": "https://www.stifel.com/newsletters/adgraphics/pdf/sf/Stifel-History-Vertical.pdf",
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        }
      ],
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      ],
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        "private-markets",
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        }
      ]
    },
    {
      "id": "ent_deutsche_bank",
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        "CFO"
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      ],
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      ],
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        {
          "id": "fact_deutsche-bank_identity_deutsche-bank",
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        },
        {
          "id": "fact_deutsche-bank_description_deutsche-bank-provides-corporate-banking-investm",
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        },
        {
          "id": "fact_deutsche-bank_website_https-www-db-com",
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        },
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          ],
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        },
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          "id": "fact_deutsche-bank_categories_wealth-management",
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          ],
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        },
        {
          "id": "fact_deutsche-bank_cxo-roles_ceo",
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          ],
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        },
        {
          "id": "fact_deutsche-bank_cxo-roles_cfo",
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          ],
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        },
        {
          "id": "fact_deutsche-bank_services_corporate-banking",
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        },
        {
          "id": "fact_deutsche-bank_services_investment-banking",
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          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_deutsche-bank_services_private-banking",
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        },
        {
          "id": "fact_deutsche-bank_services_asset-management",
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        },
        {
          "id": "fact_deutsche-bank_services_transaction-banking",
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        },
        {
          "id": "fact_deutsche-bank_services_wealth-management",
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        },
        {
          "id": "fact_deutsche-bank_services_capital-markets",
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        },
        {
          "id": "fact_deutsche-bank_founded-year_1870",
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          ],
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        },
        {
          "id": "fact_deutsche-bank_headquarters_frankfurt-am-main-germany",
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          "value": "Frankfurt am Main, Germany",
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          ],
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        },
        {
          "id": "fact_deutsche-bank_geographies_united-states",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_deutsche-bank_geographies_new-york",
          "field": "geographies",
          "value": "New York",
          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_deutsche-bank_geographies_london",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_deutsche-bank_geographies_singapore",
          "field": "geographies",
          "value": "Singapore",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_deutsche-bank_industries_banking",
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          "value": "Banking",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_deutsche-bank_industries_capital-markets",
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          "value": "Capital Markets",
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          ],
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        },
        {
          "id": "fact_deutsche-bank_industries_asset-management",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_deutsche-bank_industries_wealth-management",
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          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_deutsche-bank_industries_corporate-finance",
          "field": "industries",
          "value": "Corporate Finance",
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            "src_db_about_2026"
          ],
          "last_verified": "2026-08-11"
        }
      ],
      "inclusion_basis": [
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      "sources": [
        {
          "id": "src_deutsche-bank_official",
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        },
        {
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        },
        {
          "id": "src_db_products_2026",
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        },
        {
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        }
      ],
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        }
      ]
    },
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        "BNY Mellon"
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        {
          "id": "fact_bny_identity_bny",
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          ],
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        },
        {
          "id": "fact_bny_description_bny-provides-asset-servicing-custody-clearing-is",
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          ],
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        },
        {
          "id": "fact_bny_website_https-www-bny-com",
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          "value": "https://www.bny.com/",
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          ],
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        },
        {
          "id": "fact_bny_categories_banks",
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          ],
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        },
        {
          "id": "fact_bny_categories_wealth-management",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bny_cxo-roles_ceo",
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          "source_ids": [
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          ],
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        },
        {
          "id": "fact_bny_cxo-roles_cfo",
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          ],
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        },
        {
          "id": "fact_bny_aliases_bank-of-new-york-mellon",
          "field": "aliases",
          "value": "Bank of New York Mellon",
          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bny_aliases_bny-mellon",
          "field": "aliases",
          "value": "BNY Mellon",
          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bny_services_asset-servicing",
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          "value": "asset servicing",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bny_services_issuer-services",
          "field": "services",
          "value": "issuer services",
          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bny_services_treasury-services",
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          "value": "treasury services",
          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bny_services_wealth-management",
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          "value": "wealth management",
          "source_ids": [
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bny_services_investment-management",
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          ],
          "last_verified": "2026-08-11"
        },
        {
          "id": "fact_bny_services_markets-and-execution-services",
          "field": "services",
          "value": "markets and execution services",
          "source_ids": [
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          ],
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        },
        {
          "id": "fact_bny_industries_financial-services",
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          "value": "Financial Services",
          "source_ids": [
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          ],
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        },
        {
          "id": "fact_bny_industries_investment-management",
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          "value": "Investment Management",
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        },
        {
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        {
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        },
        {
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        {
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      ],
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      "verification_status": "needs verification",
      "services": [],
      "products": [],
      "geography_status": "unknown",
      "primary_category": "M&A Advisors",
      "secondary_categories": [
        "Investment Banks"
      ],
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      "community_formats": [],
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      "intelligence_types": [],
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      "executive_needs": [
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      ],
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        {
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  ]
}