Insights

Strong Revenue High revenue scale with reported quarterly revenue around $2.2B and solid EPS performance indicates opportunity for enterprise-scale asset management solutions, scalable private banking, and institutional investment platforms.

Wealth Services Comprehensive wealth offerings including asset management, private banking, brokerage, insurance and trust services suggest cross-sell potential for integrated financial planning, risk management, and fiduciary services.

Strategic Partnerships Recent partnerships, such as Teen Cancer America and Nexamp financing, indicate openness to collaboration on philanthropy-linked initiatives and green energy projects, presenting avenues for ESG-focused financing tools and impact investing products.

Tech Stack Adoption of platforms like Adobe Experience Platform, Nessus, Prisma Cloud and SonarQube signals mature digital capabilities; target with cybersecurity, data analytics, and enterprise workflow optimization solutions.

Growth Leadership Active leadership changes and regional market hires show expansion momentum; approach with scalable solutions for asset management operations, client onboarding automation, and technology-enabled client experiences.

First Citizens Wealth Tech Stack

First Citizens Wealth uses 8 technology products and services including Clearwater Analytics, Nessus, Adobe Experience Platform, and more. Explore First Citizens Wealth's tech stack below.

  • Clearwater Analytics
    Accounting And Finance
  • Nessus
    Application Security Testing
  • Adobe Experience Platform
    Customer Data Platforms
  • SonarQube
    Development
  • Microsoft Office
    Office Suites
  • Red Hat Enterprise Linux
    Operating Systems
  • XPath
    Operating Systems & Computing Languages
  • Prisma Cloud
    System Security Services

Media & News

First Citizens Wealth's Email Address Formats

First Citizens Wealth uses at least 1 format(s):
First Citizens Wealth Email FormatsExamplePercentage
First.Last@firstcitizens.comJohn.Doe@firstcitizens.com
93%
Last.First@firstcitizens.comDoe.John@firstcitizens.com
4%
FLast@firstcitizens.comJDoe@firstcitizens.com
2%
F.Last@firstcitizens.comJ.Doe@firstcitizens.com
1%

Frequently Asked Questions

What is First Citizens Wealth's official website and social media links?

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First Citizens Wealth's official website is firstcitizens.com and has social profiles on LinkedIn.

How much revenue does First Citizens Wealth generate?

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As of July 2026, First Citizens Wealth's annual revenue is estimated to be $500M - $1B.

What is First Citizens Wealth's NAICS code?

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First Citizens Wealth's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does First Citizens Wealth have currently?

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As of July 2026, First Citizens Wealth has approximately 356 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Vice President | Compliance Officer Ii: R. Z.Vice President Retail Sales Manager: M. L.Head Of Wealth Strategy: G. S.. Explore First Citizens Wealth's employee directory with LeadIQ.

What industry does First Citizens Wealth belong to?

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First Citizens Wealth operates in the Investment Management industry.

What technology does First Citizens Wealth use?

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First Citizens Wealth's tech stack includes Clearwater AnalyticsNessusAdobe Experience PlatformSonarQubeMicrosoft OfficeRed Hat Enterprise LinuxXPathPrisma Cloud.

What is First Citizens Wealth's email format?

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First Citizens Wealth's email format typically follows the pattern of First.Last@firstcitizens.com. Find more First Citizens Wealth email formats with LeadIQ.
First Citizens Wealth logo

First Citizens Wealth

Investment ManagementNorth Carolina, United States201-500 Employees

First Citizens Wealth is an investment management firm based in Raleigh, North Carolina. It provides a full range of wealth services to individuals and institutional clients, including financial planning, asset management, private banking, brokerage, investment advisory, insurance and trust services. The company operates within the investment management industry, aiming to support clients with comprehensive, integrated wealth-management solutions. With a workforce of several hundred professionals, it serves a diverse client base from its Raleigh headquarters.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Employees
201-500

Section iconFunding & Financials

  • $500M - $1B

    First Citizens Wealth's revenue is estimated to be in the range of $500M - $1B

Section iconFunding & Financials

  • $500M - $1B

    First Citizens Wealth's revenue is estimated to be in the range of $500M - $1B

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