Truist Securities

What Truist Securities does

Truist Securities is the full-service corporate and investment banking division of Truist Financial Corporation (NYSE: TFC), a top-10 US bank holding company formed through the 2019 merger of BB&T and SunTrust Banks. Operating as a trade name, with regulated broker-dealer activities conducted through Truist Securities, Inc. (an SEC-registered, FINRA/SIPC member), the franchise delivers M&A advisory, debt and equity capital markets, sales and trading, and equity research, complemented by industry-specific coverage across healthcare, real estate, transportation and logistics, government contracting, waste and environmental services, renewable energy, food and agribusiness, and other verticals. Supporting infrastructure includes commercial banking, treasury and payments (including the Truist One View digital platform), commercial cards, merchant services, and commercial real estate banking (via Grandbridge). The platform serves mid-to-large corporate clients and is staffed across eight US financial centers (Charlotte, Atlanta, New York, Boston, Chicago, Dallas, San Francisco, and Los Angeles).

Name

Truist Securities

Legal name

Truist Financial Corporation

Website

https://truistsecurities.com

Company type

Public

Founded year

1892

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Truist Securities is the corporate and investment banking arm of Truist Financial Corporation (NYSE: TFC), providing M&A advisory, capital markets, and sales/trading/research to mid-to-large corporate clients across verticals including healthcare, real estate, transportation, government contracting, and renewable energy.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Investment Banking and Securities Intermediation (523150), Investment Banking and Securities Intermediation (52315), Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Securities & Custody Operations (Safekeeping, Corporate Actions, Settlement Support) (FSABALAG)

Keywords

• Investment banking services
• Capital markets advisory
• Mergers and acquisitions
• Debt and equity underwriting
• Corporate banking

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Banking Services: Truist Securities provides investment banking services including advisory on mergers and acquisitions, capital raising, and strategic transactions for corporate clients. Revenue is generated through advisory fees, underwriting fees, and transaction-based compensation.
2. Capital Markets: The division offers capital markets solutions including debt and equity capital markets activities, with revenue generated through trading commissions, market-making activities, and capital markets advisory fees.
3. Sales, Trading & Research: Research services and sales/trading operations covering various sectors generate revenue through trading activity and institutional client relationships. The research division provides analysis across multiple industries to support client investment decisions.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Truist Securities is the corporate and investment banking arm of Truist Financial Corporation, providing M&A advisory, equity and debt underwriting, sales and trading, institutional research, and commercial banking products including treasury management, commercial cards, merchant services, and commercial real estate financing. It serves corporate clients, financial sponsors, and institutional investors primarily across the U.S. market.

Product overview

Truist Securities operates as a corporate and investment banking division within Truist Financial Corporation. The offering consists of integrated financial services including Corporate & Investment Banking, Capital Markets Advisory, Industry Coverage, and Sales/Trading/Research capabilities. Supporting infrastructure includes Commercial Banking with Treasury & Payments solutions, Commercial Cards, Merchant Services, and Commercial Real Estate banking. The firm also provides digital platforms like Truist One View for account management.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate and Investment Banking Full-service corporate and investment banking offering including mergers and acquisitions advisory, equity and debt capital markets underwriting, and strategic financial advisory for corporate clients and financial sponsors.
• Capital Markets Advisory Underwriting and advisory services for equity, debt, and structured product issuances, serving corporate issuers and institutional investors across public and private markets.
• Sales, Trading and Research Institutional sales, trading, and equity/debt research distribution for institutional investor clients across multiple sectors and asset classes.
• Commercial Banking Lending, deposit, treasury, and cash management services for middle-market and large corporate clients, integrated with the broader Truist commercial franchise.
• Treasury and Payments Cash management, liquidity, and payments solutions for corporate clients, including the Truist One View digital platform for treasury operations.
• Commercial Cards Commercial card programs including purchasing, travel, and fleet cards for corporate and government clients to manage payables and operating expenses.
• Merchant Services Payment acceptance and processing solutions for merchant and business clients, integrated with Truist's commercial banking offerings.
• Commercial Real Estate Debt origination, financing, and capital markets services for commercial real estate owners, developers, and investors across multiple property types.

Named customers3 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• AFP (Association for Professionals in Business Technology)notableStrategic or Co-development PartnerTruist is the underwriter of the 2026 AFP Payments Fraud and Control Survey, demonstrating thought leadership in fraud prevention and financial security services for corporate clients.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• Wells Fargo Securities: The corporate and investment banking arm of Wells Fargo, similarly positioned as a full-service, US-centric mid-to-large cap IB attached to a top-tier bank holding company. Directly comparable in business mix (advisory, capital markets, sales/trading, research) and target client base.
• KeyBanc Capital Markets: The investment banking and capital markets division of KeyCorp, a US regional bank. Closely comparable mid-market franchise with similar industry coverage approach and full-service offering targeting mid-to-large corporate clients.
• Citizens Capital Markets: The corporate and investment banking arm of Citizens Financial Group. Comparable as a US regional bank's full-service IB division serving middle market and mid-cap corporate clients with advisory and capital markets capabilities.
• Fifth Third Securities: The capital markets division of Fifth Third Bank. Directly comparable as the securities and investment banking arm of a US regional/super-regional bank, serving similar mid-market corporate clients.
• Huntington Capital Markets: The investment banking and capital markets division of Huntington Bancshares. Comparable as a regional bank-affiliated IB franchise serving middle market corporate clients with debt capital markets and advisory services.
• Regions Securities: The capital markets division of Regions Financial, another Southeast US regional bank. Highly comparable as a similarly positioned regional bank securities affiliate with a comparable geographic and client footprint.
• M&T Bank (Investment Banking via Wilmington Trust and M&T Securities): M&T Bank's investment banking operations, including its merger with People's United and Wilmington Trust franchise. Comparable as a US regional bank-affiliated full-service IB offering with similar mid-market focus.

Broad incumbents

• Bank of America Securities: The investment banking and capital markets arm of Bank of America Corporation. Overlaps broadly with Truist Securities across advisory, capital markets, and sales/trading but operates at materially larger scale and competes for the largest mega-deals Truist cannot win.
• RBC Capital Markets: The investment banking arm of Royal Bank of Canada. Comparable full-service offering (M&A, capital markets, sales/trading, research) with overlapping US mid-market coverage but materially larger scale and global footprint.
• Morgan Stanley: A global bulge bracket investment bank. While operating at vastly larger scale and competing primarily for the largest global mandates, Morgan Stanley's Institutional Securities division broadly overlaps with Truist Securities' capital markets, advisory, and sales/trading activities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Truist
• YouTubeyoutube.com/channel/UC10Dmvy2Ih93O8hCg_UYN6w
• Facebookfacebook.com/truist
• LinkedInlinkedin.com/company/truistsecurities
• Instagraminstagram.com/truist

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments11 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Truist Securities