Âé¶¹ÊÓÆµ

At work in the Bay Area

Nearly 6,000 employees serve 2.7 million consumer and business customers from San Francisco to San Jose—but that is just the start. With a focus on career skills, small business expansion and entrepreneurship, financial health, and neighborhood revitalization we’re committed to helping build a stronger, more inclusive economy for generations to come.

A couple with a dog on a city walk

Achieving more together in the Bay Area

Data updated as of January 2025

  • $72M+

    philanthropic support over the last five years

  • 2.7M

    consumer customers

  • 271K

    small business clients

  • 5.6K+

    employees

  • 875+

    free financial health events and educational workshops hosted since 2021

Spotlight

  • Our commitment to San Francisco

    Âé¶¹ÊÓÆµ is building on its 120 year commitment to San Francisco with new investments to expand and renovate its local offices, along with $3.8 million in philanthropic capital to boost the downtown economy and help pave the way for a more vibrant future for the city.

  • Opening of financial center

    The ´³.±Ê.Ìý²Ñ´Ç°ù²µ²¹²Ô Financial Center is now serving clients at 111 Pine Street, designed to serve the unique needs of affluent clients through a highly personalized level of service that is backed by the global capabilities of Âé¶¹ÊÓÆµ.

  • Revitalizing a market one race at a time

    The ´³.±Ê.Ìý²Ñ´Ç°ù²µ²¹²Ô Corporate Challenge shows the firm’s commitment to the Bay Area annually with nearly 6,000 employees from over 300 businesses participating in the 3.5 mile road race.

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See impact in action

Stories

The backbone of San Francisco

Small businesses are the backbone of San Francisco’s economy. As the city embarks on its next chapter, Âé¶¹ÊÓÆµ is helping to provide them with crucial support, mentoring, and education.

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Stories

Housing San Franciscans can afford

Âé¶¹ÊÓÆµ is helping to build and preserve affordable housing in the city—to make living in San Francisco possible, from longtime residents to members of vulnerable communities to the newest arrivals.

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Stories

San Francisco, reimagined

By supporting small businesses and helping revitalize neighborhoods, Âé¶¹ÊÓÆµ is helping to power a thriving downtown economy.

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Stories

If these walls could talk: California’s Bay Area

Âé¶¹ÊÓÆµ Community Development Banking empowers innovative organizations to achieve one of the region’s goals: making sure everyone has a voice in the Bay Area.

San Francisco remains a hub for opportunity, with top universities, innovative startups, a skilled workforce, and a vibrant culture. Our presence here keeps us at the forefront of all of that – helping us champion opportunity and serve the community. As we look ahead, we're excited to continue building a better future for San Francisco.

Dan Schrauth

Managing Director at ´³.±Ê.Ìý²Ñ´Ç°ù²µ²¹²Ô Private Bank and Chair of Âé¶¹ÊÓÆµ Bay Area Market Leadership Team

Our impact

Helping power economic growth by creating opportunities for all through business and community investments, local collaborations and policy advocacy.