Wealth management for tech professionals & companies

Citi Global Wealth at Work’s Enterprise Group offers customized wealth management services for technology professionals and companies across the world, helping them achieve their long-term financial goals. We provide 24/7 access to our global wealth management team, bringing you comprehensive expertise to identify your unique challenges and support enhanced wealth creation. 

Serving high-performing tech professionals and their companies.

A holistic, high-touch wealth management service for top tech companies and their professionals.

Citi Global Wealth at Work’s Enterprise Group understands your unique financial challenges and goals in the fast-moving world of tech. We have extensive experience working with high-performing professionals and firms in the innovation economy and serve them by creating custom wealth strategies based on their personal situation. Our international presence means you are supported by our global capabilities that help your wealth work harder.

Our comprehensive wealth platform is built to serve the needs of tech professionals and companies. Whatever your financial objectives, our specialists are here to help you meet them in order to grow your wealth. 

Divya Avasthi

Global Head of Enterprise Group

Meet our wealth expert

Divya is the Global Head of the Enterprise Group working with employees of Citi’s Institutional clients globally to support their wealth management journey.

Prior to joining Wealth at Work, Divya served as the Head of Tech Venture Banking and TMT for our U.S. CCB and was the founder of the national Tech Venture Banking team.

Before joining Citi, Divya held various client-facing and strategy roles at Wells Fargo.

Divya graduated from the University of Virginia with a double major in Economics and Psychology and was president of the Indian Student Association and the Women’s Club during her time there. She also completed her certificate in credit analysis from NYU.

Connecting with knowledge workers around the world helps us understand your unique requirements and develop personalized wealth strategies that work for you. We understand your specific aims and objectives and help you construct a financial plan that meets your evolving wealth management needs.

Our strategies can free you to focus on developing your own career and achieving your goals.

Citi Global Wealth at Work’s Enterprise Group is here to support your financial wellness. We create strategies that translate your financial objectives into an actionable plan for the future. Whether you’re considering a mortgage, seeking to diversify your portfolio, or planning for retirement, we strive try to help enhance your wealth outcomes.  

We have decades of experience supporting time-pressed professionals. Our global capabilities reflect the close connections we’ve forged with tech companies over the decades. We deploy extensive, industry-specific research and insight to help your company scale by empowering your high-performing professionals.

Our focus is employee empowerment; supporting your best people on their wealth-building journeys, allowing them to focus on your business’ success. We provide a comprehensive suite of wealth management services for firms, including developing and implementing cash balance retirement plans. Additionally, our financing options are intended to address liquidity and cash flow considerations.

Our wealth platform responds to all your company’s changing needs, helping manage your professionals’ wealth, drive employee satisfaction and performance, and attract and retain talent.  

Designed for you and your career

Citi Global Wealth at Work offers a range of products and services to help you achieve your financial goals. 

Contact us

To help put you in touch with the right Citi Global Wealth at Work team, please answer the following questions.

Are you an existing Citi Global Wealth at Work client?

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi  Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone or email at any time by emailing donotspam@citi.com

Please consent to the terms and conditions to continue

Online privacy notice

Are you a professional or represent any of the industries below?

Do you work for an AmLAw 200 law firm or a Magic Circle firm in the UK?

Our wealth management services are available to professionals in specific industries.

If you are looking for services for personal banking, please reach out to Citigold.

If you are looking for private banking services with a minimum investment level of $5 million USD, please reach out to Citi Private Bank.

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi  Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone or email at any time by emailing donotspam@citi.com

Please consent to the terms and conditions to continue

Online privacy notice

Thank you for your interest in Citi Global Wealth at Work. A member of our team will be in touch with you shortly.

Citi Global Wealth at Work serves the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.We serve the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.

INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

Citi Global Wealth at Work is a business of Citigroup Inc. (“Citigroup”), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. ("CGMI"), member FINRA and SIPC, and also Citi Private Advisory, LLC (“CPA”), member FINRA and SIPC. CPA acts as a distributor of certain alternative investment products to certain eligible client segments. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. Investment management services (including portfolio management) are available through CGMI, Citi Global Alternatives, LLC (“CGA”) and Citibank, N.A.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Notice at Collection | Do Not Sell or Share My Personal Information | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions  | The Sustainable Finance Disclosure Regulation 

To learn about CGMI and Citi Private Advisory and Citi Global Alternatives investment business, as well as our relationship with you, please review our  Form Client Relationship Summary.

© 2016 - 2024 Citigroup Inc. All Rights Reserved.