About Robertson Stephens
Robertson Stephens is a company based in Denver (United States) founded in 2017 was acquired by Robertson Stephens Partners in August 2024. It operates as a Professional Services. Robertson Stephens offers products and services including Independent Fiduciary, Wealth Planning, Investments, and Digital Solutions. Robertson Stephens operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Denver, 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
- Investors
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Employee Count
Employee Count
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Acquired by
Robertson Stephens Partners
(Aug 11, 2024)
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Products & Services of Robertson Stephens
Robertson Stephens offers a comprehensive portfolio of products and services, including Independent Fiduciary, 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.
Tailored wealth plans are designed for client interests.
Personalized plans are built for financial goal achievement.
Portfolios are balanced for growth and risk alignment.
Real-time financial insights are provided through secure platforms.
Funding Insights of Robertson Stephens
| 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 |
Investors in Robertson Stephens
Robertson Stephens has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Robertson Stephens Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management firm
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Robertson Stephens
| 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 |
Financial Statements - Robertson Stephens
| 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 |
Robertson Stephens Comparisons
Competitors of Robertson Stephens
Robertson Stephens 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 Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, 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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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
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
Frequently Asked Questions about Robertson Stephens
When was Robertson Stephens founded?
Robertson Stephens was founded in 2017.
Where is Robertson Stephens located?
Robertson Stephens is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
What does Robertson Stephens do?
Wealth management and financial planning are offered by Robertson Stephens. Services include independent fiduciary guidance, tailored wealth plans, investment strategies, and digital solutions for real-time financial insights. Operations span multiple sectors within financial services, focusing on personalized approaches to help clients achieve their goals. Offices are maintained across various states in the USA to support client needs.
Who are the top competitors of Robertson Stephens?
Robertson Stephens's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Robertson Stephens offer?
Robertson Stephens offers Independent Fiduciary, Wealth Planning, Investments, and Digital Solutions.
Who are Robertson Stephens's investors?
Robertson Stephens has 1 investor. Key investors include Robertson Stephens Partners.