Startup Toolkit™ for Citizens Private Bank™ Clients

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28 Results found

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

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Ramp is a comprehensive financial operations platform designed for modern finance teams seeking to automate and optimize their spending, expense, and payment workflows. Founded in 2019 and headquartered in New York, New York, United States, Ramp delivers an integrated solution that combines spend management, expense management, bill payments, and vendor management into a single, unified platform. The Ramp financial operations suite enables organizations to streamline finance automation, reduce manual processes, and achieve measurable cost savings. Over 15,000 businesses have adopted Ramp's finance automation capabilities, realizing an average expense reduction of 5 percent and accelerating their accounting close processes by up to 8 times faster. Ramp's all-in-one approach to financial operations management transforms how finance teams control spending, process vendor payments, manage employee expenses, and maintain financial governance across enterprise organizations.

Accounts, Financing and Taxation

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Year founded: 2019

Burkland operates as a comprehensive fractional Chief Financial Officer, accounting, tax, and human resources services provider headquartered in San Francisco, California, United States, delivering strategic financial and operational guidance to over eight hundred venture-backed startups across the United States. The organization specializes in fractional Chief Financial Officer services, accounting outsourcing, tax expertise, and People Operations consulting, serving companies throughout growth stages from Pre-Seed through Series C funding. Burkland's team of one hundred ninety experienced professionals includes fractional Chief Financial Officers, accounting professionals, tax experts, and human resources specialists who provide on-demand strategic guidance tailored to venture-backed business models. The company focuses exclusively on venture-backed startups across Software as a Service, Healthcare, Financial Technology, and Consumer sectors, offering expertise in financial metrics preparation for fundraising, accounting operations optimization, tax planning and compliance, and People Operations scaling. Since establishment in two thousand four, Burkland has developed deep industry knowledge enabling proactive guidance to help startups navigate growth challenges, prepare for investor presentations, and implement financial strategies that support sustainable scaling across all funding stages.

Accounts, Financing and Taxation

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Year founded: 2004

No of Employees: 190-190

Carta is an equity ownership, equity management, and fund administration platform serving founders, investors, and employees across the venture capital ecosystem since 2012. The platform enables cap table management, electronic securities issuance, 409A valuations, and liquidity event execution for private companies while providing comprehensive fund administration, formation, and investor management solutions for venture funds and private equity firms. Carta's total compensation tools leverage proprietary private company salary and equity data to support competitive compensation strategy, while fund administration services include ASC 820 valuations, limited partner management, and special purpose vehicle formation. The platform streamlines back-office operations, facilitates investor communication through cap table sharing and K-1 distribution management, and organizes corporate governance documentation for emerging and established companies. Operating from offices in Palo Alto and San Francisco, California, Carta has built its mission around creating more equity owners and carry earners by providing founders, investors, and employees with institutional-grade tools for managing private company equity, fund operations, and investor relationships.

Accounts, Financing and Taxation

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Year founded: 2012

Citizens Private Bank operates as a trusted financial partner for growing organizations, delivering comprehensive banking solutions tailored to unique business needs and growth stages. Established in 1824, Citizens Private Bank maintains its position as one of the country's largest and oldest financial institutions, combining long-standing banking tradition with innovative financial services. The organization specializes in private banking relationships, venture debt financing, and customized account management for established companies and growth-stage enterprises. Citizens Private Bank provides full-suite banking solutions including accounts, financing options, and taxation support designed to align with organizational goals and operational requirements. Through dedicated relationship banking, Citizens Private Bank supports clients across expansion phases, offering extraordinary service and strategic financial guidance that transforms banking from transactional necessity into competitive advantage.

Accounts, Financing and Taxation

Year founded: 1824

Embroker delivers streamlined insurance solutions purpose-built for startup founders and growth-stage companies navigating complex risk management requirements. From seed-stage ventures through IPO preparation, Embroker provides industry-tailored insurance packages featuring Directors and Officers (D&O) liability coverage, Employment Practices Liability (EPL) insurance, Technology Errors and Omissions (Tech E&O) coverage, and integrated cyber insurance protections. The platform accelerates insurance procurement by reducing traditional underwriting timelines from weeks to minutes, enabling founders to secure comprehensive coverage without disrupting operational momentum. Embroker combines transparent pricing structures, practical risk guidance, and startup-focused expertise to help teams manage liability exposure across investment negotiations, customer contracts, and lease agreements while protecting balance sheet integrity and enabling confident business scaling.

Legal and Audit

Year founded: 2015

Google Cloud delivers enterprise-grade cloud infrastructure, artificial intelligence, and data analytics solutions built on Google's planet-scale computing foundation. Operating from Mountain View, California, Google Cloud serves customers across more than 200 countries and territories with a comprehensive technology stack spanning infrastructure, developer tools, data warehousing, security frameworks, and collaboration platforms. The organization combines custom-built silicon, generative artificial intelligence models, and integrated development environments to enable organizations to deploy agentic artificial intelligence, accelerate digital transformation, and modernize data operations. Google Cloud's approach emphasizes open, end-to-end architecture that integrates artificial intelligence capabilities directly into enterprise workflows, allowing teams to leverage Google's research-backed innovations while maintaining security and governance across distributed cloud environments.

Data Research and Analysis

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Year founded: 1999

No of Employees: 1-1,000

Gusto operates as a comprehensive people platform delivering integrated payroll, human resources, benefits administration, and compliance solutions for startups and modern businesses. Founded in 2012 and headquartered in San Francisco, California, Gusto serves tens of thousands of technology companies and startups with a team of 2,500 professionals. The platform automates payroll processing, tax filing, benefits management, employee onboarding, and health insurance administration through a single, centralized interface. Gusto handles federal, state, and local payroll tax calculations, W-2 and 1099 filing, state business registration, domestic and international contractor payments, and research and development tax credit identification. The company extends global workforce capabilities through Gusto Global, enabling payroll management across the United States and Canada while facilitating cross-border contractor payments in nearly 100 countries. Gusto's leadership team, composed of startup founders, prioritizes accessibility and ease-of-use for growing organizations, with over 500 Y Combinator graduates relying on the platform for comprehensive people operations management.

Accounts, Financing and Taxation

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Year founded: 2012

No of Employees: 1-5,000

HubSpot is an integrated customer relationship management (CRM) platform and customer data solution that consolidates sales, marketing, customer service, and operations functions into a unified system. Founded in 2006 and headquartered in Cambridge, Massachusetts with offices in Dublin, Ireland, HubSpot serves as a comprehensive customer platform designed to eliminate fragmented workflows across disconnected tools. The platform enables teams to access unified customer data across all touchpoints, delivering complete customer context throughout the entire buyer journey. HubSpot's AI-powered capabilities support sales automation, marketing automation, customer service operations, and revenue intelligence. Organizations leverage HubSpot to streamline customer interactions, improve team collaboration, and accelerate growth through integrated customer relationship management and data-driven decision making.

Accounts, Financing and Taxation

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Year founded: 2006

Microsoft for Startups is a comprehensive startup acceleration program operated by Microsoft that equips early-stage companies with essential cloud infrastructure, artificial intelligence resources, and business expertise to scale rapidly. The program delivers up to one hundred fifty thousand dollars in Azure credits, enabling startups to build, test, and deploy cloud-native solutions without significant upfront infrastructure investment. Participants gain access to cutting-edge artificial intelligence models including Meta, Mistral, Cohere, and Phi-3 small language models, positioning founders to integrate advanced machine learning capabilities into their products. Beyond cloud computing resources, Microsoft for Startups provides personalized technical guidance through one-on-one sessions with engineering and business experts, combined with substantial discounts on over thirty Microsoft productivity and collaboration tools including GitHub, Microsoft 365, and LinkedIn Premium. The program serves as a bridge between startup innovation and enterprise-grade technology infrastructure, accelerating customer adoption timelines and supporting founders through critical growth phases with access to world-class development platforms and professional resources.

Accounts, Financing and Taxation

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Year founded: 1975

Notion is an artificial intelligence-powered workspace platform headquartered in San Francisco, California, United States, designed to streamline team collaboration and organizational workflows. Since its establishment in 2012, Notion has evolved into a comprehensive workspace solution that integrates documentation, project management, customer relationship management, and team communication into a single unified platform. The Notion workspace eliminates context switching by consolidating writing, planning, and organizational tasks through AI-enhanced capabilities. Organizations including Figma, Headspace, and Mixpanel, along with more than fifty percent of Y Combinator startups, leverage Notion to accelerate business operations from early-stage development through initial public offering stages. Notion AI transforms how teams collaborate by providing intelligent automation, seamless content organization, and integrated project tracking within one connected workspace environment.

Content and Marketing Management

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Year founded: 2012

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