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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 +11
Founders / Decision Makers
Team member
Employees 103
Industries Financial Services, Wealth Management
Funding Stage Series A
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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.

Taxonomy: 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 •••••• 1
Investor
01 Jan 2018

Robertson Stephens Alternatives & Competitors

Robertson Stephens vs
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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 the following industries: Financial Services, Wealth Management.
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 Relevé Financial Group, Canvas Wealth Advisors, Elite Wealth Management Inc., Curated Wealth Partners, Vida Private Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Robertson Stephens and Relevé Financial Group 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.

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