First Republic Private Wealth Management
First Republic Private Wealth Management is a U.S. private wealth advisory practice, founded in 1985 in San Francisco and now part of JPMorgan Chase following the 2023 acquisition, serving high net worth individuals with personalized banking, investment, and advisory services delivered through dedicated relationship managers and the Chase platform.
- Company typePublic
- Founded2000
- HeadquartersSan Francisco, United States
- Headcount5,001–10,000
- GTM typeB2C
- OfferingServices
What First Republic Private Wealth Management does
First Republic Private Wealth Management is a U.S.-based private wealth advisory practice, originally founded in 1985 and headquartered in San Francisco. Following First Republic Bank's financial difficulties in 2023, the firm was acquired by JPMorgan Chase (NYSE: JPM) and now operates as part of J.P. Morgan Wealth Management and the broader Chase Private Client ecosystem. The practice serves high net worth individuals with personalized banking, investment advisory, retirement, and estate-related wealth services, delivered through dedicated relationship managers and supported by the parent firm's 5,000+ branches, 14,000+ ATMs, and digital/mobile banking platforms.
The core technology stack underpinning the practice is Chase's integrated digital banking platform, which provides online and mobile account management, secure transaction processing, Credit Journey credit score monitoring, the Chase Security Center with scam detection, and self-directed and advisor-assisted investing tools through Investing by J.P. Morgan. On the experiential layer, clients receive access to exclusive sports, entertainment, and culinary events through partnerships with the US Open, Madison Square Garden, and Chase Center (the Golden State Warriors arena).
The business model combines subscription-style relationship fees, transaction-based revenue (credit card interchange, mortgage origination, auto financing), and asset-based wealth advisory fees across individual consumers, small business owners, commercial clients, and high net worth individuals. Go-to-market is omnichannel: physical branches, dedicated bankers for premium tiers, digital self-service, and event-based engagement. Pricing specifics are not publicly disclosed, though Chase Private Client offers "no everyday banking fees" as a headline benefit, subject to eligibility requirements.
First Republic Private Wealth Management firmographics
Firmographics- Name
- First Republic Private Wealth Management
- Legal name
- JPMorgan Chase & Co.
- Website
- https://firstrepublic.com
- Company type
- Public
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 5,001–10,000 employees
- Short description
- First Republic Private Wealth Management is a U.S. private wealth advisory practice, founded in 1985 in San Francisco and now part of JPMorgan Chase following the 2023 acquisition, serving high net worth individuals with personalized banking, investment, and advisory services delivered through dedicated relationship managers and the Chase platform.
- Ownership category
- akta.pro rank
First Republic Private Wealth Management industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industries
- Affluent / Mass-Affluent Private Banking (FSABADAC), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)
Keywords
Where First Republic Private Wealth Management is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
First Republic Private Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales
Revenue model
- Deposit Account Fees and Services: Banking services including checking and savings accounts with associated account management fees and services. Chase Total Checking offers and promotional benefits for new customers.
- Credit Card Operations: Credit card issuance with rewards programs including cash back and travel-related perks. Multiple card options for personal and business use.
- Mortgage Lending: Mortgage origination and refinancing services for home purchases. Includes home equity products.
- Auto Finance: Auto financing for new and used vehicles with payment calculator tools and education center.
- Investment Services: J.P. Morgan investment products including self-directed investing, advisor services, retirement accounts, IRAs, and education planning. Wealth management with dedicated advisors.
- Business Banking Services: Business checking, merchant services, small business loans, and business credit cards for business growth.
- Business Payments and Merchant Services: Payment acceptance simplification for businesses through merchant services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Chase Total Checking - Consumer Checking |
| Subscription | Monthly | Savings and CDs |
| Transaction based/ take rate | Monthly | Credit Cards |
| Transaction based/ take rate | Pay-as-you-go | Mortgage Products |
| Subscription | Monthly | Chase Private Client |
Go-to-market motion2 records
Distribution channels8 records
Marketing channels7 records
First Republic Private Wealth Management product offering
Product offeringCore offering
First Republic Private Wealth Management delivers personalized wealth management, investment advisory, and private banking services to high-net-worth individuals. Following its 2023 acquisition by JPMorgan Chase, its operations are integrated into J.P. Morgan Wealth Management, providing dedicated advisor relationships, self-directed and advisor-assisted investing, retirement and education planning, and premium banking through the Chase Private Client service tier.
Differentiator
Problem solved
Functional benefit
Brands
- Chase Private Client: Premium banking service with personalized relationships, no everyday banking fees, priority service from dedicated team and special perks and benefits.
- Chase for Business
- Investing by J.P. Morgan
- Chase Auto
- Chase Experiences
- Chase Travel
- Chase Total Checking
Products and services
- Chase Private Client
Companies that use First Republic Private Wealth Management
Customer profileSegments4 records
Ideal customer profiles1 record
First Republic Private Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
First Republic Private Wealth Management partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered flagship, core and minor.
- US OpenflagshipExclusive partnership providing Chase customers access to US Open tennis events and related experiences through Chase Experiences.
- Madison Square GardenflagshipExclusive partnership providing Chase customers access to Madison Square Garden events including concerts, sports, and entertainment through Chase Experiences.
- Chase CentercoreChase Center is the official arena of the NBA's Golden State Warriors, with Chase as the naming partner. Provides exclusive customer experiences and access to sports and entertainment events.
- The InfatuationminorRestaurant recommendation and culinary content partnership featured on Chase Travel, providing restaurant guides and dining recommendations for Chase customers.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
First Republic Private Wealth Management competitors and assessment
Company assessmentDirect peers
- Wells Fargo Private Wealth Management: Bank-affiliated wealth management offering serving affluent and HNW clients with banking, lending, and investment advisory. Comparable as an integrated wealth platform leveraging a large retail banking franchise to feed wealth management.
- Bank of America Private Bank: Private banking division within a major U.S. retail bank, serving HNW clients with integrated banking, lending, and investment services. Directly comparable as a bank-affiliated wealth platform that combines retail banking distribution with bespoke wealth management.
- Citi Private Bank: Global private bank within Citigroup serving HNW and UHNW clients with advisory, lending, and alternatives. Directly comparable as a bank-affiliated private bank offering similar integrated solutions to UHNW and HNW segments.
- Bessemer Trust: Independent private wealth management firm serving UHNW families with discretionary portfolio management and multi-generational planning. Comparable as a focused private wealth specialist competing for HNW and UHNW households.
- UBS Wealth Management USA: Global private bank serving HNW and UHNW clients with discretionary portfolio management, lending, and alternatives. Directly comparable as a private bank serving the same affluent segment, now enhanced by Credit Suisse integration in the U.S.
- Raymond James Wealth Management: Diversified wealth management and investment services firm serving affluent and HNW clients through an advisor-led model. Comparable as a private wealth platform competing for the same affluent client demographic with similar integrated capabilities.
- Morgan Stanley Wealth Management: One of the largest U.S. wealth managers with advisor-led service for affluent and HNW clients, supported by institutional research and an extensive product shelf including alternatives. Directly comparable in business model, target client, and integrated wealth offerings.
- Charles Schwab Wealth Management: Large U.S. wealth manager offering advisory, brokerage, and planning services to affluent and HNW clients. Comparable in scale and target segment, with a strong digital and advisor-led hybrid model.
- Goldman Sachs Private Wealth Management: Bulge-bracket private wealth management division serving HNW and UHNW clients with discretionary portfolio management, alternatives access, and advisory services. Directly comparable as a premium wealth platform competing for the same HNW client pool that First Republic Private Wealth Management targets.
Broad incumbents
- J.P. Morgan Private Bank: Parent bank's global private bank serving UHNW clients with bespoke wealth advisory, lending, and institutional-grade investment capabilities. Sibling division within JPM and the closest internal benchmark for the First Republic wealth franchise.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks4 records
Key highlights6 records
Customer concentration
First Republic Private Wealth Management social profiles
Digital presenceFirst Republic Private Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
First Republic Private Wealth Management leadership team
Management profileNumber of profiles
First Republic Private Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
First Republic Private Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
First Republic Private Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about First Republic Private Wealth Management
What does First Republic Private Wealth Management do?
First Republic Private Wealth Management delivers personalized wealth management, investment advisory, and private banking services to high-net-worth individuals. Following its 2023 acquisition by JPMorgan Chase, its operations are integrated into J.P. Morgan Wealth Management, providing dedicated advisor relationships, self-directed and advisor-assisted investing, retirement and education planning, and premium banking through the Chase Private Client service tier.
Is First Republic Private Wealth Management a public or private company?
First Republic Private Wealth Management is a public company. It is classified as corporate owned and is currently operating.
When was First Republic Private Wealth Management founded?
First Republic Private Wealth Management was founded in 2000. It employs 5,001 to 10,000 people.
Where is First Republic Private Wealth Management based?
First Republic Private Wealth Management is headquartered in San Francisco, United States, in the North America region.
How does First Republic Private Wealth Management make money?
Seven revenue lines are on record. Deposit Account Fees and Services are the primary driver. The others are credit Card Operations, mortgage Lending, auto Finance, investment Services, business Banking Services and business Payments and Merchant Services.
Who are First Republic Private Wealth Management's main competitors?
Direct peers on record are Wells Fargo Private Wealth Management, Bank of America Private Bank, Citi Private Bank, Bessemer Trust, UBS Wealth Management USA, Raymond James Wealth Management, Morgan Stanley Wealth Management, Charles Schwab Wealth Management and Goldman Sachs Private Wealth Management. J.P. Morgan Private Bank is listed as a broad incumbent.
Does First Republic Private Wealth Management have an API?
No public API is recorded for First Republic Private Wealth Management.
What industry is First Republic Private Wealth Management in?
First Republic Private Wealth Management's product category is Private Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSABADAC, Affluent / Mass-Affluent Private Banking. Its NAICS code is 523940 and its SIC code is 6282.