Insights

S&P Contenders First Citizens Wealth is emerging as a potential candidate for inclusion in the S&P 500, signaling growing scale and profitability that could drive demand for enterprise services, security, and regulatory/compliance solutions.

ATM Network Recent partenariat to provide surcharge-free ATM access at over 2,000 Target stores expands physical footprint and client convenience, presenting opportunities for payments, security, CRM integration, and data analytics partnerships.

Community Impact Active involvement in affordable housing and community development with grants and equity investments indicates a focus on ESG initiatives, suggesting demand for sustainable product offerings, reporting tools, and impact analytics partnerships.

Risk & Compliance Appointment of a seasoned former Wells Fargo compliance executive and ongoing risk management leadership points to prioritization of governance, anti-financial crime, and regulatory reporting capabilities ripe for tech-enabled compliance solutions.

Growth Financing Significant funding activities and revenue scale position the firm for expanded lending, advisory, and asset management services, creating opportunities for technology platforms, data analytics, and integrated wealth-management solutions.

Similar companies to First Citizens Wealth

First Citizens Wealth Tech Stack

First Citizens Wealth uses 8 technology products and services including Alteryx, Matomo, Red Hat OpenShift, and more. Explore First Citizens Wealth's tech stack below.

Media & News

First Citizens Wealth's Email Address Formats

First Citizens Wealth uses at least 4 email formats:
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 October 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 October 2026, First Citizens Wealth has approximately 375 employees across 4 continents, including North America, Africa and Asia. Key team members include Vice President | Compliance Officer Ii: R. Z., Vice President Retail Sales Manager: M. L. and 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 Alteryx, Matomo, Red Hat OpenShift, Hyperion, Microsoft Active Directory, Google Cloud, Atlassian Jira and LinkedIn Sales Navigator.

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

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