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Overview and Management
Establishment Year
1820
Mission
To serve as a trusted partner by responsibly providing financial services that foster growth and economic progress.
Values
Responsibility, sustainability, diversity, equity, inclusion, and community impact.
Investment Roles
Direct Investor, Intermediary
Participant Demographics
Serves institutional clients, including 19, 000 institutions and 85% of Fortune 500 companies, and offers products to individual customers globally.
Generational Wealth Planning
Comprehensive wealth management services to help clients grow and protect their assets.
Risk Tolerance
References or Case Studies
Team Experience
Notable Achievements
Citi Impact Fund expanded to $500 million; $1 trillion committed to ESG initiatives.
Project Track Record
Citi Impact Fund and Community Finance Innovation Fund.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
investorrelations@citi.com
Phone Number
Address
New York United States