About Robertson Stephens Partners
Robertson Stephens Partners is a Financial Services company based in San Francisco (United States) founded in 1978. Wealth management firm. Robertson Stephens Partners has completed 4 acquisitions, including LFS Asset Management, Robertson Stephens and Vine Street Wealth Management. Robertson Stephens Partners offers products and services including Wealth Planning, Investments, and Digital Solutions. Its focus areas include Asset Management and Wealth Management. Its legal entity is Robertson Stephens Wealth Management, LLC. Similar companies include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed similar companies have raised funding.
Company details
Robertson Stephens Partners wealth management firm, focusing on offering financial products and advice, managing assets, and managing wealth portfolios. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters San Francisco, United States
- SectorsFinancial Services
- Website rscapital.com
- Social LinkedIn
- Legal Name Robertson Stephens Wealth Management, Llc
- Investments & AcquisitionsLFS Asset Management
& 3 more
Products & Services of Robertson Stephens Partners
Robertson Stephens Partners offers a comprehensive portfolio of products and services, including Wealth Planning, Investments, and Digital Solutions.
Offers personalized plans to achieve financial goals and navigate challenges.
Provides strategies for growing and preserving client wealth portfolios.
Delivers secure tools for real-time financial tracking and analysis.
People of Robertson Stephens Partners
82 people are tracked at Robertson Stephens Partners (48 in leadership, 6 in board & advisors, 28 in team).
| Name | Role | Group |
|---|---|---|
David Matias | Managing Director & Principal | Leadership |
Megan Grandmaison | Vice President Client Service | Leadership |
David Westbrook | CFO & Principal | Leadership |
Stuart Katz | Chief Investment Officer | Leadership |
Vikram Chugh | COO & Principal | Leadership |
Kelly Woodward | VP | Leadership |
Avi Deutsch | Managing Director | Leadership |
Theresa Everett | VP | Leadership |
Yvette Clark | VP | Leadership |
Ron Lerner | VP | Leadership |
Louis Calabrese | Chief Marketing Officer | Leadership |
Jeanette Garretty | MD, Principal & Chief Economist | Leadership |
Kevin Talty | VP | Leadership |
Raj Bhattacharyya | CEO & Board Member | Leadership |
Richard Lewis | Managing Director, Principal | Leadership |
Alicia Denton | VP | Leadership |
Dylan Ballard | VP | Leadership |
Megan Mikusa | Vice President | Leadership |
Annelise Bovet | VP | Leadership |
Anne Robertson | VP | Leadership |
62 more people are available in the full profile.
Complete people profiles for Robertson Stephens Partners
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Investments & Acquisitions by Robertson Stephens Partners
Robertson Stephens Partners has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include LFS Asset Management, Robertson Stephens and Vine Street Wealth Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are provided by Robertson Stephens. | ratiowealthgroup.com | Denver, United States | 2017 | Aug 2024 | •••• | |
Sector-agnostic VC investments are made primarily in the US. | vodiacapital.com | New York, United States | 2004 | Dec 2022 | •••• | |
Diversified investment and wealth management services are offered. | lfsfinance.com | Burlingame, United States | 1988 | Dec 2022 | •••• | |
Provider of wealth management services | vinestreetwealthmanagement.com | Mill Valley, United States | 2017 | Feb 2020 | •••• |
Complete acquisition details for Robertson Stephens Partners
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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Timeline of Robertson Stephens Partners
5 dated milestones of Robertson Stephens Partners across 46 years, from founding to its latest funding, stage changes and deals.
- Founded Robertson Stephens Partners is founded.
- Acquisition Acquires Vine Street Wealth Management.
- Acquisition Acquires Vodia Capital.
- Acquisition Acquires LFS Asset Management.
- Acquisition Acquires Robertson Stephens.
Similar companies to Robertson Stephens Partners
Robertson Stephens Partners has 3 listed similar companies in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed similar companies of Robertson Stephens Partners
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Web traffic of Robertson Stephens Partners
The website of Robertson Stephens Partners (rscapital.com) receives about 9.6K visits a month.
- Monthly visits9.6K
▲ 7.3% vs previous month
Websites whose visitors overlap most with Robertson Stephens Partners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
yellowstonecapitaladvisors.com | yellowstonecapitaladvisors.com | 100% | – | ||
| crystalcreekcapital.com | 100% | 680.7K | View details | ||
| twoocean.com | 94% | 6.3K | #3,577,416 | View details | |
| myfw.com | 83% | 22.5K | #1,146,076 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Robertson Stephens Partners (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Robertson Stephens Partners
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Frequently Asked Questions about Robertson Stephens Partners
Robertson Stephens Partners was founded in 1978.
Robertson Stephens Partners is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Robertson Stephens Partners wealth management firm, focusing on offering financial products and advice, managing assets, and managing wealth portfolios. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
Robertson Stephens Partners's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Robertson Stephens Partners offers Wealth Planning, Investments, and Digital Solutions.
Robertson Stephens Partners has made 4 acquisitions, including LFS Asset Management, Robertson Stephens, and Vine Street Wealth Management.
Robertson Stephens Partners operates through Robertson Stephens Wealth Management, Llc.