Startup Toolkit™ for Citizens Private Bank™ Clients

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Ramp is the ultimate platform for modern finance teams. From spend management and expense management software, to bill payments and vendor management, Ramp's all-in-one solution is designed to automate finance operations and build healthier businesses. Over 15,000 businesses have switched to Ramp to cut their expenses by an average of 5% and close their books 8x faster.

Accounts, Financing and Taxation

Working with:

Year founded

2019

Burkland is a fractional CFO, Accountancy, Tax, and HR provider, serving over 800 venture-backed startups across the United States.SaaS, Healthcare, Fintech, and Consumer startups rely on Burkland for smarter finance, accounting, People Operations, and tax guidance to grow with confidence. As a leader in market share in the industry, we pride ourselves on giving startups expertise that makes economic sense for all growth stages, ranging from Pre-Seed to Series C.Our on-demand CFOs, Accountants, People Partners, and Tax Experts give strategic guidance to ease a company’s growing pains and provide insight to scale.

Accounts, Financing and Taxation

Working with:

Year founded

2004

No of Employees

190-190

Carta (formerly eShares) is an equity ownership, equity management and fund administration platform trusted by thousands of founders, investors, and employees.For founders, start with your cap table on Carta then issue electronic securities, get 409A valuations and run liquidity events as you grow—your cap table will stay updated automatically. Build your compensation strategy using the best set of private company salary & equity data to ensure you are compensating your team fairly and competitively with Carta total compensation.For investors, Carta’s fund administration platform enables superior fund and entity launch and management. Let our team of experienced fund accountants streamline your back office. Access our full-service fund administration, fund formation, LP/investor management, ASC 820 valuations, and special purpose vehicle (SPV) formation.. All with a trusted, flexible, tech-forward platform that adapts to your firm.For private equity, Carta helps hundreds of LLCs manage their cap tables and organize their corporate governance documents. We also provide valuation services and make it easier for you to work with your investors by facilitating cap table sharing, helping with investor updates like K-1 distributions, and executing board consents.

Accounts, Financing and Taxation

Working with:

Year founded

2012

Citizens success is rooted in building trusted relationships with our clients. It’s how we’ve become one of the country’s largest and oldest financial institutions and how we deliver your innovative organization a full-suite of solutions that are customized to your unique needs and goals.

Accounts, Financing and Taxation

Year founded

1824

Embroker is the radically simple destination for industry tailored commercial insurance. From seed to IPO, save time and money on top-rated insurance. Embroker’s Startup Insurance Package offers market-leading D&O, EPL, and tech E&O incl. cyber coverage. Get it in minutes, not weeks.

Legal and Audit

Year founded

2015

Our mission begins with you. We’re invested in your startup’s success. Our commitment is to help you grow and scale over the long run, and to provide you with the financial, business and technology support to do so.

IT and Software Solutions

Working with:

Year founded

1999

No of Employees

1-1,000

Gusto helps modern business owners build incredible workplaces by providing access to simple, automated payroll, benefits, onboarding, and HR tools — all in one, easy-to-use people platform.Things To Note:Promotional discounts are only available for new Gusto customers or startupsDiscounts are applied on the backend and will activate automatically when you run payroll for the first time.

Accounts, Financing and Taxation

Working with:

Year founded

2012

No of Employees

1-5,000

HubSpot’s CRM is an all-in-one marketing, sales, content management, and customer service platform.Learn Why Go Hubspot or get our 2 minute product demos.

Accounts, Financing and Taxation

Working with:

Year founded

2006

Microsoft for Startups provides startups with the resources, expertise, and technology needed to turbocharge their Azure-based solution, accelerating customer adoption, startup growth, and founders path to success.

Accounts, Financing and Taxation

Working with:

Year founded

1975

Notion is the all-in-one workspace that combines notes, docs, project management, and wikis — and makes them all customizable.

Content and Marketing Management

Working with:

Year founded

2012

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Startup Toolkit™ for Citizens Private Bank™ Clients

Top Professional services in the Startup Toolkit™ for Citizens Private Bank™ Clients