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
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- Investors
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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.
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
Detailed funding history for Robertson Stephens
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Investors in Robertson Stephens
Robertson Stephens has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Robertson Stephens Partners.
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Wealth management firm
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Investor details for Robertson Stephens
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Investments & Acquisitions by Robertson Stephens
Investment portfolio details for Robertson Stephens
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Financial Statements - Robertson Stephens
Detailed financials for Robertson Stephens
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Robertson Stephens Comparisons
Peer comparison for Robertson Stephens
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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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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Wealth management, investment advisory, and financial services are provided.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Mutual life insurance and asset management services are provided.
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Detailed competitors of Robertson Stephens
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Latest news on Robertson Stephens
Complete news archive for Robertson Stephens
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Frequently Asked Questions about Robertson Stephens
Robertson Stephens was founded in 2017.
Robertson Stephens is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
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.
Robertson Stephens's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
Robertson Stephens offers Independent Fiduciary, Wealth Planning, Investments, and Digital Solutions.
Robertson Stephens has 1 investor. Key investors include Robertson Stephens Partners.