CXO Ecosystem Index
INDUSTRY ECOSYSTEM

Wealth Management

6 canonical organizations, 5 CXO roles, and 6 provider categories are represented.

Provider landscape

Banks · Wealth Management · Investment Banks · Fintech · Payments · Enterprise Technology

Organization

First Citizens Bank

First Citizens Bank provides commercial, private and personal banking services and is a subsidiary of First Citizens BancShares.

CEOCFO
Primary: Banks · Additional: Wealth Management
Organization

Citizens Private Bank

Citizens Private Bank provides private-banking, lending and wealth services as part of Citizens Financial Group.

CEOCFO
Primary: Banks · Additional: Wealth Management
Organization

Morgan Stanley

Morgan Stanley provides investment banking, capital-markets, wealth-management and investment-management services.

CEOCFOBoard
Primary: Investment Banks · Additional: Wealth Management
Organization

Stifel

Stifel provides investment banking, brokerage, research and wealth-management services.

CEOCFO
Primary: Investment Banks · Additional: Wealth Management
Organization

Deutsche Bank

Deutsche Bank provides corporate banking, investment banking, private banking and asset-management services.

CEOCFO
Primary: Banks · Additional: Investment Banks · Wealth Management
Organization

Plaid

Plaid provides data-connectivity and payments infrastructure linking applications with financial accounts.

CFOCIOCTO
Primary: Fintech · Additional: Payments · Enterprise Technology

Methodology

Generated from canonical industry classifications in dataset 0.9.7. Office, headquarters and service geography are not inferred from industry membership.