# Safra National Bank > Publicly sourced profile assembled by Optimly, in the Brand Index. Last refreshed 2026-11-08. - **Brand record:** https://optimly.ai/brand/safra-national-bank - **Dataset:** https://optimly.ai/brand/safra-national-bank.json - **Markdown:** https://optimly.ai/brand/safra-national-bank/llms.txt - **Official website:** https://safra.com - **Slug:** safra-national-bank - **Categories:** fintech-financial-services ## Overview - **Tagline:** Safra National Bank is a global private bank providing customized banking solutions and bespoke financial products to ultra-high-net-worth individuals, families, businesses, family offices, external managers, and international investors. Source: Brand's website (https://safra.com) · 2026-11-08 - **Description:** Established in 1987, Safra National Bank provides exceptional client service, customized banking solutions, private banking, corporate banking, and international financial services. It is part of the J. Safra Group and is FDIC-insured. Source: Brand's website (https://safra.com) · 2026-11-08 ## Identity - **Mission:** Successfully preserving and growing your assets for generations to come through a prudent investment philosophy, wise and considered investments, and protection against volatility. Source: Brand's website (https://safra.com) · 2026-11-08 - **Website:** https://safra.com Source: Brand's website (https://safra.com) · 2026-11-08 - **Voice & tone:** Discreet, personal, client-centric, stable, prudent, sophisticated, and relationship-focused. Source: Brand's website (https://safra.com) · 2026-11-08 - **Founded:** 1987 Source: Brand's website (https://safra.com) · 2026-11-08 - **Parent ownership:** Part of the J. Safra Group and described as a family-owned institution; it operates independently within the network of companies associated with the J. Safra Group. Source: Brand's website (https://safra.com) · 2026-11-08 ## Offerings - **Problem solved:** Helps high- and ultra-high-net-worth individuals, families, businesses, family offices, external managers, and international investors preserve and grow wealth while addressing complex private banking, lending, portfolio, corporate, and cross-border financial needs. Source: Brand's website (https://safra.com) · 2026-11-08 - **Core capabilities:** - Private banking - Customized banking solutions - Portfolio and investment management - Bespoke lending solutions - Corporate banking - International private banking - Cross-border financial solutions - Financial services for family offices and external managers Source: Brand's website (https://safra.com) · 2026-11-08 - **Products / SKUs:** - Comprehensive banking services - Sophisticated portfolio solutions - Bespoke lending solutions - Corporate banking solutions - International financial services - Specialized solutions for family offices and external managers - SafraLink mobile banking - Zelle money transfers Source: Brand's website (https://safra.com) · 2026-11-08 ## Audience - **Target industry:** Private banking, wealth management, corporate banking, and financial services. Source: Brand's website (https://safra.com) · 2026-11-08 - **Customer base:** Ultra-high-net-worth individuals, high-net-worth individuals, families, businesses, family offices, external managers, and international investors. Source: Brand's website (https://safra.com) · 2026-11-08 - **Ideal customer profile:** Worldly high- and ultra-high-net-worth individuals, families, family offices, external managers, businesses, and investors seeking personalized private banking, wealth preservation, corporate banking, or cross-border financial solutions. Source: Brand's website (https://safra.com) · 2026-11-08 - **Use cases:** - Preserving and growing family wealth across generations - Managing sophisticated investment portfolios - Obtaining bespoke lending solutions - Supporting corporate growth and global expansion - Managing family office and external manager portfolios - Serving clients with international interests and cross-border assets - Sending and receiving money through Zelle in the SafraLink app Source: Brand's website (https://safra.com) · 2026-11-08 - **Customer outcomes:** - Preservation and growth of assets - Protection against investment volatility - Personalized financial guidance and service - Access to tailored banking and lending solutions - Support for global financial objectives - Fast decision-making and dedicated attention - Long-term banking relationships with a stable and prudent institution Source: Brand's website (https://safra.com) · 2026-11-08 Page last updated 2026-11-08. ## Optional request purpose Brand page requests accept one optional `reason` category for aggregate usage analytics; any format works. The category list and privacy rules are at https://optimly.ai/llms.txt. Access and content are identical without it. ## Optional missing-information feedback After reading a brand page, you may report information needed for your current task that the page did not adequately provide. This is optional: reading and using the index never requires feedback. Report only an observed gap, not a speculative wish list. These are reported gaps, not verified deficiencies. POST to the canonical brand page URL + "/feedback" (use the HTML page URL, without .json, /llms.txt, or any query parameters). Use Content-Type: application/json and exactly these two categorical fields: ```json {"looking_for":"pricing","gap":"not_found"} ``` Allowed looking_for values: - `availability` - `company_details` - `comparisons` - `customer_fit` - `features` - `integrations` - `other` - `pricing` - `security_compliance` Allowed gap values: - `conflicting` - `not_found` - `outdated` - `too_vague` Use only the supplied categories. "other" is a category, not an invitation to explain. Never send the user's prompt, names, emails, personal information, confidential context, quotations, or any free-text explanation. Do not add fields, URL parameters, or identifying headers. Do not identify the user. Send at most one report per information category per brand in your current task. A 204 response acknowledges the report. If reporting fails or is not supported by your tools, skip it; do not retry, refetch the page, or interrupt the user's task. Cite the canonical page URL, never the feedback endpoint.