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Products & Services
AddedApr 29, 2026
UpdatedJun 18, 2026
Citi Wealth

Citi Wealth

Service
Currently Offered

Citi Wealth provides investing, advisory and wealth management services.

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Overview

Citi Wealth provides investing, advisory and wealth management services for affluent, high-net-worth and institutional clients. The service combines Citi's banking network with portfolio advice and access to markets capabilities.

It competes with national-bank wealth platforms that offer advisory relationships, investment products, lending connections and financial planning for clients with complex financial needs.

Citi Wealth - Classification

Main Product
  • Wealth Management
Tags
  • Banking

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  • Citi Commercial Bank logo

    Citi Commercial Bank

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    Citi Credit Cards

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    Citi Access Checking

Citi Wealth - Direct Competitors

  • JPMorgan Chase

    JPMorgan Chase logo

    J.P. Morgan Wealth Management

  • Bank of America

    Bank of America logo

    Merrill Wealth Management

    bankofamerica.com

  • Wells Fargo

    Wells Fargo logo

    Wells Fargo Wealth & Investment Management

    wellsfargo.com

AttributeCiti WealthJ.P. Morgan Wealth ManagementMerrill Wealth ManagementWells Fargo Wealth & Investment Management
ProviderCiticiti.com$0 raised · PublicJPMorgan Chase$3M raised · PublicBank of Americabankofamerica.com$1.2B raised · PublicWells Fargowellsfargo.comPublic
Founded1812179919041852
Sells ToEnterprises, IndividualsEnterprises, IndividualsEnterprises, IndividualsEnterprises, Individuals
Pricing ModelFees, Transactional CommissionFees, Transactional CommissionFees, Transactional CommissionFees, Transactional Commission
OwnershipPublicPublicPublicPublic
Citi Wealth

Provider Citiciti.com$0 raised · Public

Founded 1812

Sells To Enterprises, Individuals

Pricing Model Fees, Transactional Commission

Ownership Public

J.P. Morgan Wealth Management

Provider JPMorgan Chase$3M raised · Public

Founded 1799

Sells To Enterprises, Individuals

Pricing Model Fees, Transactional Commission

Ownership Public

Merrill Wealth Management

Provider Bank of Americabankofamerica.com$1.2B raised · Public

Founded 1904

Sells To Enterprises, Individuals

Pricing Model Fees, Transactional Commission

Ownership Public

Wells Fargo Wealth & Investment Management

Provider Wells Fargowellsfargo.comPublic

Founded 1852

Sells To Enterprises, Individuals

Pricing Model Fees, Transactional Commission

Ownership Public

Citi Wealth - Similar Products & Services

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    Wealth Management

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