Navigating Your Company’s IPO

Undertaking an initial public offering (IPO) is an exciting time in a company’s trajectory. You’ll likely have questions as you’re faced with professional and personal financial changes. When you’re ready, we’d like to help.

Schedule an appointment

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Your financial journey

We’ve assembled a suite of resources to help you better understand IPOs and how they may affect your finances.


Why First Republic

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We specialize in delivering exceptional, relationship-based service.

We believe extraordinary service means supporting you through a lifetime of financial needs — whether you’re looking to purchase your dream home, pay down student loan debt or save for the long term.





We specialize in delivering exceptional, relationship-based service.

We believe extraordinary service means supporting you through a lifetime of financial needs — whether you’re looking to purchase your dream home, pay down student loan debt or save for the long term.






overview of offerings

  • ATM Rebate Checking 1

    Use ATM Rebate Checking to get cash from virtually any ATM. We won’t charge you ATM access fees, and we’ll rebate access fees charged by other institutions.

  • Student Loan Refinancing

    Refinance your student loans at lower rates to get out of debt faster and put your savings to work.

  • Eagle Invest2

    Discover our automated portfolio management tool with a powerful trading algorithm and high-touch service when you need it.

  • Residential Lending

    Take advantage of our competitive rates, creative solutions and quick decisions to get ahead in a competitive real estate market.

  • Certificates of Deposit

    Place extra money in an interest-earning account for a fixed term. You can choose from liquid or traditional Certificates of Deposit to secure your funds.

  • Investment Management

    Plan for your future. Our experienced professionals are committed to complete objectivity and independence in defining your investment plans.

Start a conversation.

Connect with one of our bankers to learn more.

Email us for information      Schedule an appointment

We use a third-party booking site to make it easy for you to book and manage your appointment. If you do not wish to use this feature, please email us at ipoguidance@firstrepublic.com.

1 Minimum $500 to open an ATM Rebate Checking account. A monthly service fee (currently $25) will apply if a $3,500 required minimum average balance is not maintained. Domestic and foreign country ATM access fees are rebated at the end of the monthly cycle. Foreign currency conversion and other usage fees vary by country and network and are not included in the rebated ATM access fees. Terms and conditions apply. Ask your banker for details.

2 Eagle Invest is an investment advisory service offered by First Republic Investment Management, Inc., and sub-advised by BlackRock FutureAdvisor, Inc. (FutureAdvisor). First Republic Investment Management, FutureAdvisor and Fidelity Investments, Member FINRA/SIPC, are unaffiliated SEC-registered investment advisors. FutureAdvisor is a registered trademark of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. $5,000 minimum investment required.