Citizens Financial Group, Inc.
Overview
Citizens Financial Group, Inc. is a U.S. bank holding company that provides a broad range of retail and commercial banking products and services, including M&A advisory, capital markets, wealth management, and corporate banking.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Goalsetter | Dec 2021 | Series A | Co-investor |
| RTM Vital Signs | Apr 2020 | Grant | Co-investor |
| Trailblazer Energy Resources, LLC | Feb 2026 | Debt | Lead |
| InnoPsych, Inc. | - | Grant | Co-investor |
For institutional investors. Book with your work email.
Key People
Nick Karatzas
Credit Portfolio Manager, SVP - Corporate & Mid Mkt
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Citizens Financial Group, Inc. based?
Citizens Financial Group, Inc. is headquartered in Providence, Rhode Island, United States.
When was Citizens Financial Group, Inc. founded?
Citizens Financial Group, Inc. was founded in 1828.
How many portfolio companies does Citizens Financial Group, Inc. have?
Citizens Financial Group, Inc. has 11 portfolio companies in Caplight's dataset.
What are some companies in Citizens Financial Group, Inc.'s portfolio?
Portfolio companies visible on Caplight include Goalsetter, RTM Vital Signs, Trailblazer Energy Resources, LLC, InnoPsych, Inc..
What was Citizens Financial Group, Inc.'s most recent investment shown here?
Citizens Financial Group, Inc.'s most recent investment in this portfolio sample was in Trailblazer Energy Resources, LLC in 2026.
What sectors does Citizens Financial Group, Inc. focus on?
Citizens Financial Group, Inc. focuses on Consumer & Commerce, Energy & Sustainability, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Telecommunications & Networking, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Mobility, Transportation & Logistics, FinTech, Enterprise Software, Real Estate & PropTech, Real Estate & PropTech, AI, Data & Cloud Infrastructure, Enterprise Software, Real Estate & PropTech, Real Estate & PropTech, Energy & Sustainability, Enterprise Software, Frontier & Industrial Tech.
What company stages does Citizens Financial Group, Inc. focus on?
Stage focus information for Citizens Financial Group, Inc. is not publicly available.
What is Citizens Financial Group, Inc.'s AUM?
Citizens Financial Group, Inc.'s assets under management are estimated between $218.3B and $226.7B.