Skip to content
Sectors How it works Pricing Client stories

Insights

Companies Live signals Events Markets Trends Company lists
Log in
Platform Signal Tracker API Radar Book a 7-day Readout
Robertson Stephens logo — Reinventing Wealth

Robertson Stephens

Reinventing Wealth

Founded 2018 United States San Francisco, United States 103 employees Series A Financial Services, Wealth Management

General Information

Company Name Robertson Stephens
Founded Year 2018
Location United States San Francisco, United States
Founders / Decision Makers
Team member
Employees 103
Industries Financial Services, Wealth Management
Funding Stage Series A
Social

BounceWatch is an independent company data service, not affiliated with Robertson Stephens. To contact Robertson Stephens, visit rscapital.com.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does Robertson Stephens compare?

A PDF of Robertson Stephens and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting Robertson Stephens soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

About Robertson Stephens

Robertson Stephens is a wealth management firm founded in 2018 with the goal of reinventing wealth. The company operates in the financial services and wealth management industries, with its headquarters located in the United States. Its latest funding round was a Series A investment on 01 January 2018, led by Long Arc Capital. Robertson Stephens differentiates itself by offering comprehensive and innovative investment strategies and wealth solutions through an intelligent digital platform. The firm prides itself on upholding the fiduciary standard, prioritizing clients' best interests and fostering a partnership philosophy dedicated to creating long-term value for clients, the team, and the community. Robertson Stephens also emphasizes a holistic approach to wealth, considering aspects such as legacy, family, relationships, and overall well-being. For more information, please visit www.rscapital.com.

Business keywords: Wealth Management, Investment Advisory, Digital Platform, Financial Solutions, Fiduciary Standard, Partnership Philosophy, Legacy Planning, Comprehensive Wealth Management, SEC-registered Advisor, Trust and Integrity, Financial Objectives, Talent Acquisition, San Francisco Office, New York City Office

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Series A Undisclosed 1
Long Arc Capital
Long Arc Capital
01 Jan 2018

Robertson Stephens Alternatives & Competitors

View All Alternatives
Robertson Stephens vs
Certuity
Certuity United States

Independent financial guidance tailored to your best interests

35 employees
Finance, Financial Services
Compare Robertson Stephens vs Certuity
Robertson Stephens vs
Salem Investment Counselors
Salem Investment Counselors United States

Ranked the top financial advisory firm on the 2019 CNBC FA 100

21 employees
Financial Services, Wealth Management
Compare Robertson Stephens vs Salem Investment Counselors
Robertson Stephens vs
Nepsis, Inc.
Nepsis, Inc. United States

We believe in Living With Clarity®. We strive to bring clarity to the everyday investor, every day....

42 employees
Financial Services, Wealth Management
View all alternatives

FAQ About Robertson Stephens

Reinventing Wealth
Robertson Stephens was founded in 2018.
Robertson Stephens is headquartered in San Francisco, United States.
Robertson Stephens operates in Financial Services and Wealth Management. Its work centres on Wealth Management, Investment Advisory, Digital Platform and Financial Solutions.
Robertson Stephens has approximately 103 employees.
Robertson Stephens has completed 1 funding round. The latest funding stage is Series A.
Top alternatives and competitors to Robertson Stephens include Certuity, Salem Investment Counselors, Nepsis, Inc., Beacon Capital Management, LLC, Stewardship Advisory Group, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Robertson Stephens and Certuity are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Robertson Stephens, https://bouncewatch.com/company/robertson-stephens, updated 30 December 2024. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Talk to an analyst Book a 7-day Readout