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Citizens Financial Group

One Citizens Plaza, Providence, RI, 02903, United States

Overview

Technology website offering trends, updates, and design services.

Deals ยท 12mo

5

Links

WebsiteLinkedInX (Twitter)

Stage focus

Debt

Geographic focus

United States

Sector focus

Banking
Credit Cards
Financial Services
FinTech
...

Investment portfolio

7rounds
NAMEDATESIZE
Stord
Oct 2026Participated
$400 MDebt
DataBank
Jun 2026Led
$1.4 BDebt
DC BLOX
May 2026Participated
$585 MDebt
CareCloud
Apr 2026Led
$50 MDebt
EquipmentShare
Dec 2025Participated
$2.8 BDebt
Goalsetter
Dec 2021Participated
$15 MSeries A
SageSure
Sep 2021Led
$125 MDebt
Stord
Oct 2026Participated
$400 MDebt
DataBank
Jun 2026Led
$1.4 BDebt
DC BLOX
May 2026Participated
$585 MDebt
CareCloud
Apr 2026Led
$50 MDebt
EquipmentShare
Dec 2025Participated
$2.8 BDebt
Goalsetter
Dec 2021Participated
$15 MSeries A
SageSure
Sep 2021Led
$125 MDebt
7
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Insights

Time horizon

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Deal Distribution

Citizens Financial Group: 7 funding rounds are recorded in the selected participation categories.All available history.
Citizens Financial Group: 7 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01
Debt33

Monthly Deal Activity

Citizens Financial Group: 7 deals are recorded across 62 months.All available history.
Citizens Financial Group: 7 deals are recorded across 62 months. All available history
MonthDeals
Sep '211
Oct '210
Nov '210
Dec '211
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '251
Jan '260
Feb '260
Mar '260
Apr '261
May '261
Jun '261
Jul '260
Aug '260
Sep '260
Oct '261

Sector Breakdown

Citizens Financial Group: Enterprise Software is the largest displayed sector by deal count (3 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Citizens Financial Group: Enterprise Software is the largest displayed sector by deal count (3 deals). All available history
SectorDeals
Enterprise Software3
Fintech2
Data, Analytics & IT2
Real Estate & Construction2
Transportation & Logistics2
Networks, Cloud & Communication1
Education & Workforce1
Hardware & Robotics1
Health & Life Sciences1
E-Commerce & Retail1
Professional Services1

Deal Size Distribution

Citizens Financial Group: 7 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Citizens Financial Group: 7 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M1
$25M-$50M0
$50M-$100M1
$100M-$250M1
$250M-$500M1
$500M-$1B1
$1B+2

Deals By Geography

Citizens Financial Group: United States has the largest recorded deal count among the displayed regions (7 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Citizens Financial Group: United States has the largest recorded deal count among the displayed regions (7 deals). All available history
RegionDeals
United States7
Citizens Financial Group: 20 co-investors are shown, with Citi sharing 3 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Citizens Financial Group: 20 co-investors are shown, with Citi sharing 3 recorded deals. All available history
Co-investorShared deals
Citi3
First Citizens Bank2
TD Securities2
Truist Ventures2
U.S. Bank2
Astia Angels1
Bank of America1
Barclays1
BMO Capital Partners1
Capital One1
East West Bank1
Fifth Third Capital1
Fiserv1
Future Standard1
Global Brain1
Goldman Sachs1
ING1
ING Capital1
J.P. Morgan1
KeyBank1

Investment Strategy

Citizens Financial Group: Led accounts for 43% and participating for 57% of round participation.All available history.
Citizens Financial Group: Led accounts for 43% and participating for 57% of round participation. All available history
CategoryDeals (count)Share (%)
Led343%
Participating457%
Citizens Financial Group: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Citizens Financial Group: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead3100%
Co-led00%

Team

Alan Tekerlek
Beth Johnson

Chief Marketing Officer and Head of Virtual Channels

Biagio P. Maffettone MBA

Assistant Vice President and Branch Manager

CJ Meiser

Senior Vice President, Solution Delivery

Dilun Wu Cross

Vice President

Garrett Smith

Founding Partner & President

Jason Ostapczuk

Assistant Vice President

Mary Ellen Baker

EVP & Head of Business Services

Matthew Rickert
Michelle Whitman Hecht

Head of Corporate Affairs, Executive Vice President

Steve Kozek

SVP, Head of Commercial Excellence