CXO Ecosystem Index
MARKET MAP

Banking & Capital Ecosystem Map

Dataset snapshot: 23 canonical organizations across 6 documented functional layers. 23 organizations map to at least one layer; 0 require more subcategory evidence.

Definition

Banks and investment banks organized by documented business capabilities.

23Organizations
6Functional layers
100%Layer coverage

Category distribution

LayerCountShare of cohort
Commercial Banking1043%
Venture & Startup Banking313%
Technology Banking313%
Treasury & Payments835%
Investment Banking1670%
Private Banking & Wealth1461%

Commercial Banking 10

bank

Bank of America

Financial institution providing commercial banking, investment banking, treasury, lending, and wealth-management services.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
bank

HSBC

Banking organization providing commercial banking, global banking and markets, and wealth services.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
bank

JPMorgan Chase

Financial institution providing commercial banking, investment banking, treasury, payments, and private-banking services.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
Financial institution

Capital One

Capital One is a technology-based financial services company providing credit cards, consumer banking and commercial banking.

CEOCFO
Primary: Banks · Additional: Payments
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

Silicon Valley Bank

Silicon Valley Bank provides commercial banking and financial services to companies and investors in innovation markets.

CEOCFO
Primary: Banks
Organization

Wells Fargo

Wells Fargo provides commercial banking, corporate and investment banking, and wealth-management services.

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

BMO

BMO provides commercial banking, capital-markets and wealth-management services.

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

Comerica

Comerica provides commercial banking, treasury-management and wealth-management services.

CEOCFO
Primary: Banks · Additional: Wealth Management
Organization

Leader Bank

Leader Bank provides commercial, residential and consumer banking services.

CEOCFO
Primary: Banks

Venture & Startup Banking 3

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

Silicon Valley Bank

Silicon Valley Bank provides commercial banking and financial services to companies and investors in innovation markets.

CEOCFO
Primary: Banks
Organization

Capital IP Investment Partners

Capital IP Investment Partners provides investment and transaction services to technology companies and investors.

CEOCFO
Primary: Venture Capital · Additional: Investment Banks · M&A Advisors

Technology Banking 3

bank

JPMorgan Chase

Financial institution providing commercial banking, investment banking, treasury, payments, and private-banking services.

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

BrightTower

BrightTower advises technology companies on mergers, acquisitions and capital transactions.

CEOCFO
Primary: Investment Banks · Additional: M&A Advisors
Organization

Capital IP Investment Partners

Capital IP Investment Partners provides investment and transaction services to technology companies and investors.

CEOCFO
Primary: Venture Capital · Additional: Investment Banks · M&A Advisors

Treasury & Payments 8

bank

Bank of America

Financial institution providing commercial banking, investment banking, treasury, lending, and wealth-management services.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
bank

JPMorgan Chase

Financial institution providing commercial banking, investment banking, treasury, payments, and private-banking services.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
Financial institution

Capital One

Capital One is a technology-based financial services company providing credit cards, consumer banking and commercial banking.

CEOCFO
Primary: Banks · Additional: Payments
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

Silicon Valley Bank

Silicon Valley Bank provides commercial banking and financial services to companies and investors in innovation markets.

CEOCFO
Primary: Banks
Organization

Wells Fargo

Wells Fargo provides commercial banking, corporate and investment banking, and wealth-management services.

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

Comerica

Comerica provides commercial banking, treasury-management and wealth-management services.

CEOCFO
Primary: Banks · Additional: Wealth Management
Organization

BNY

BNY provides asset servicing, custody, clearing, issuer and treasury services to institutions.

CEOCFO
Primary: Banks · Additional: Wealth Management

Investment Banking 16

bank

Bank of America

Financial institution providing commercial banking, investment banking, treasury, lending, and wealth-management services.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
bank

Citi

Financial institution providing banking, markets, services, lending, and wealth-management capabilities.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
bank

HSBC

Banking organization providing commercial banking, global banking and markets, and wealth services.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
investment bank

Evercore

Independent investment-banking advisory firm providing strategic, restructuring, and capital-markets advice.

CEOCFOBoard
Primary: Investment Banks · Additional: M&A Advisors
investment bank

Lazard

Financial-advisory and asset-management firm providing mergers and acquisitions, restructuring, and capital advice.

CEOCFOBoard
Primary: Investment Banks · Additional: M&A Advisors · Wealth Management
investment bank

Houlihan Lokey

Investment bank providing mergers and acquisitions, capital solutions, financial restructuring, and valuation advisory.

CEOCFOBoard
Primary: Investment Banks · Additional: M&A Advisors · Finance Advisory
bank

JPMorgan Chase

Financial institution providing commercial banking, investment banking, treasury, payments, and private-banking services.

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

Wells Fargo

Wells Fargo provides commercial banking, corporate and investment banking, and wealth-management services.

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

BMO

BMO provides commercial banking, capital-markets and wealth-management services.

CEOCFO
Primary: Banks · Additional: Investment Banks · 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

BrightTower

BrightTower advises technology companies on mergers, acquisitions and capital transactions.

CEOCFO
Primary: Investment Banks · Additional: M&A Advisors
Organization

Intrepid Investment Bankers

Intrepid Investment Bankers provides mergers-and-acquisitions and capital advisory services to middle-market companies.

CEOCFO
Primary: Investment Banks · Additional: M&A Advisors
Organization

Capital IP Investment Partners

Capital IP Investment Partners provides investment and transaction services to technology companies and investors.

CEOCFO
Primary: Venture Capital · Additional: Investment Banks · M&A Advisors
Organization

Indian Hills Advisors

Indian Hills Advisors is retained as a historical index record; its listed domain was parked on 2026-08-11, so current operating status and services require verification.

CEOCFO
Primary: M&A Advisors · Additional: Investment Banks

Private Banking & Wealth 14

bank

Bank of America

Financial institution providing commercial banking, investment banking, treasury, lending, and wealth-management services.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
bank

Citi

Financial institution providing banking, markets, services, lending, and wealth-management capabilities.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
bank

HSBC

Banking organization providing commercial banking, global banking and markets, and wealth services.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
investment bank

Lazard

Financial-advisory and asset-management firm providing mergers and acquisitions, restructuring, and capital advice.

CEOCFOBoard
Primary: Investment Banks · Additional: M&A Advisors · Wealth Management
bank

JPMorgan Chase

Financial institution providing commercial banking, investment banking, treasury, payments, and private-banking services.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
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

Wells Fargo

Wells Fargo provides commercial banking, corporate and investment banking, and wealth-management services.

CEOCFO
Primary: Banks · Additional: Investment Banks · 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

BMO

BMO provides commercial banking, capital-markets and wealth-management services.

CEOCFO
Primary: Banks · Additional: Investment Banks · 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

Comerica

Comerica provides commercial banking, treasury-management and wealth-management services.

CEOCFO
Primary: 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

BNY

BNY provides asset servicing, custody, clearing, issuer and treasury services to institutions.

CEOCFO
Primary: Banks · Additional: Wealth Management

Methodology

Generated from canonical categories, subcategories, products, services, descriptions, and CXO-role fields in dataset 0.9.7, calculated 2026-08-12. Organizations may appear in multiple layers. Missing evidence is not counted as absence.

Download data

Market Maps JSON · Cohort CSV · Cohort JSON