About Robertson Stephens
Robertson Stephens is a Financial Services company based in Denver (United States) founded in 2017, and was acquired by Robertson Stephens Partners in August 2024. Wealth management services are provided by Robertson Stephens. It operates on a Professional Services model. Robertson Stephens offers products and services including Independent Fiduciary, Wealth Planning, Investments, and Digital Solutions. Its focus areas include Financials, Wealth Management and Fiduciary Services. Its legal entity is Robertson Stephens Wealth Management, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Denver, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website ratiowealthgroup.com
- Social LinkedIn
- Acquired by Robertson Stephens Partners (Aug 2024)
- Legal Name Robertson Stephens Wealth Management, Llc
- Investors
- Acquired byRobertson Stephens Partners
(Aug 2024)
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.
Investors in Robertson Stephens
Robertson Stephens has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Robertson Stephens Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management firm | 1978 | rscapital.com | San Francisco, United States |
Investor details for Robertson Stephens
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Timeline of Robertson Stephens
2 dated milestones of Robertson Stephens across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Robertson Stephens is founded.
- Exit Acquired by Robertson Stephens Partners.
Competitors of Robertson Stephens
Robertson Stephens has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Robertson Stephens
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Top companies in Asset Management
3 companies that operate in the same segment as Robertson Stephens (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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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, Northwestern Mutual and Morgan Stanley.
Robertson Stephens offers Independent Fiduciary, Wealth Planning, Investments, and Digital Solutions.
Robertson Stephens has 1 investor. Key investors include Robertson Stephens Partners.
Robertson Stephens operates through Robertson Stephens Wealth Management, Llc.
Yes. Robertson Stephens was acquired by Robertson Stephens Partners in August 2024.