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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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Funding Insights of Robertson Stephens Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Wealth management services are provided by Robertson Stephens.
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2017 | ||||
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Provider of wealth management services
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2017 | ||||
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Sector-agnostic VC investments are made primarily in the US.
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2004 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Robertson Stephens Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Robertson Stephens Partners Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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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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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Robertson Stephens Partners
Frequently Asked Questions about Robertson Stephens Partners
When was Robertson Stephens Partners founded?
Robertson Stephens Partners was founded in 1978.
Where is Robertson Stephens Partners located?
Robertson Stephens Partners is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
What does Robertson Stephens Partners do?
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.
Who are the top competitors of Robertson Stephens Partners?
Robertson Stephens Partners's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Robertson Stephens Partners offer?
Robertson Stephens Partners offers Wealth Planning, Investments, and Digital Solutions.
How many acquisitions has Robertson Stephens Partners made?
Robertson Stephens Partners has made 4 acquisitions, including LFS Asset Management, Robertson Stephens, and Vine Street Wealth Management.