About Robertson Stephens Partners
Robertson Stephens Partners is a company based in San Francisco (United States) founded in 1978. 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. Robertson Stephens Partners operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter San Francisco, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Robertson Stephens Wealth Management, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Investments & Acquisitions
LFS Asset Management
& 3 more
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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
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Funding Insights of Robertson Stephens Partners
Detailed funding history 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.
Investment portfolio details for Robertson Stephens Partners
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Wealth management services are provided by Robertson Stephens.
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Provider of wealth management services
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Sector-agnostic VC investments are made primarily in the US.
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Locked | Locked | 2004 | Locked |
Complete acquisition details for Robertson Stephens Partners
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
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Financial Statements - Robertson Stephens Partners
Detailed financials for Robertson Stephens Partners
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Robertson Stephens Partners Comparisons
Peer comparison for Robertson Stephens Partners
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Competitors of Robertson Stephens Partners
Robertson Stephens Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of Robertson Stephens Partners
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Latest news on Robertson Stephens Partners
Complete news archive for 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.