Our Goal Is To Change The Way You Feel About Banking

Do you ever say you love your bank? At First Republic, our goal is to provide extraordinary service through custom-tailored solutions to meet all your unique personal banking needs. Your dedicated banking team, led by an experienced Relationship Manager, understands your financial outlook and will work hard to ensure all your needs are met. Let our experienced team help make your financial journey from MBA graduate to the world of Venture Capital and Private Equity a seamless one.
Overview of offerings for the Wharton PEVC Club
  • ATM Rebate Checking

    First time client account opening bonus offered for setting up a personal ATM Rebate Checking account1 with direct deposit and online banking. No access fees at virtually all ATMs worldwide and we rebate ATM access fees charged by other institutions. Contact your dedicated banker for specific details.

  • Student Loan Refinancing

    Refinance your student loans with the Eagle Gold All-in-One loan2 and put your savings to work.

  • Private Equity and Venture Capital

    At First Republic, our highly experienced, specialized team is dedicated to meeting the unique and individual needs of venture capital and private equity firms.

  • Residential Lending

    Find cost-effective financing options for your property purchase or construction costs.

  • Personal Lending

    Whatever your personal or professional goals are, we can help make them a reality with flexible loan alternatives.

  • Private Wealth Management

    Our wealth management affiliates provide an array of personal services. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional service.

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For more information, contact your Wharton PEVC Club team

Our Relationship Managers are ready to tailor financial solutions to suit your individual needs.

1 Offer expires January 1, 2017. Minimum $500 to open an ATM Rebate Checking account. A monthly fee will apply if a minimum monthly average balance is not maintained. Ask your banker for details. Annual Percentage Yields are 0.005% for accounts with a minimum daily balance of $3,500 and above and 0.00% below $3,500. Fees may reduce earnings. Bonus will be credited to the account 90 days after opening provided: account is still open and in good standing, maintains a minimum monthly average balance of $3,500, has established direct deposit of primary source of income and is enrolled in online banking. Bonuses are reportable for tax purposes in the year credited. 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. Offer is non-transferable and extended only to new first time clients who are members or alumni of the Wharton PEVC Club. One bonus per household. Cannot be combined with other offers. Offer subject to change without notice. Rates effective 09/27/2016 and are subject to change.

2 Eagle Gold All-in-One applicants must be located within close proximity to our offices in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland (Oregon), Boston, Palm Beach (Florida), Greenwich or New York City. In Florida, Applicant shall be responsible for any documentary tax due pursuant to state law. For a complete list of locations, visit our locations page or contact a First Republic banker.

© 2016 First Republic Bank. All rights reserved. Deposit and loan products are offered by First Republic Bank, Member FDIC and Equal Housing Lender
First Republic Private Wealth Management includes First Republic Trust Company; First Republic Trust Company of Delaware LLC; First Republic Investment Management Inc., an SEC Registered Investment Advisor; and First Republic Securities Company, LLC, Member FINRA/ SIPC. Investments through First Republic Investment Management and First Republic Securities Company, LLC are: