Truist expands premier banking for clients with $100,000 in assets

Truist Financial Corporation has expanded its premier banking service for mass affluent clients, now worth over $100,000 in assets. These individuals gain access to a personalized banking experience that includes banking benefits, financial planning, and investment guidance from Truist Investment Services advisors. Clients with assets exceeding $250,000 receive even more comprehensive financial planning through dedicated Premier advisors.

Research from Truist and Morning Consult indicates that while nearly all mass affluent consumers consider financial planning crucial for reaching their goals, only 53% currently work with a professional advisor. Truist Premier offers a digitally enhanced yet personally connected solution, customized to each client’s specific needs and objectives.

The offering comprises a Client Advisory Center for investment advice, a Premier Care Center for top-tier customer service, and a digital financial planning platform for clients with over $250,000 in assets. Truist is actively expanding its team of Premier advisors and upgrading branches to better serve this clientele. Additionally, Truist recently launched Truist Marquee Checking, which provides prioritized banking, superior benefits, larger transaction limits, and waived fees.

Despite this expansion, Truist continues to cater to clients with more than $1 million in assets through Truist Wealth. The Premier service is geared towards the mass affluent segment, while small business owners with Truist Premier accounts gain integrated personal and business financial planning. Truist Financial Corporation, headquartered in Charlotte, North Carolina, reported total assets of $556 billion as of June 30, 2026. The bank is federally insured by the FDIC.