Robertson Stephens
Likely to Engage tag.Highly Engaged Employees

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

455 Market St Ste 1600, San Francisco, C...

Phone Number

(415) 500-6810

Website

www.rscapital.com

Revenue

$7.8 Million

Industry

Finance Securities Trading Lending & Brokerage

About Robertson Stephens

Robertson Stephens is an independent fiduciary wealth manager catering to high-net-worth families, executives, and business owners throughout the U.S. The firm specializes in wealth planning, investments, and digital solutions, providing tailored strategies that prioritize clients' interests. Their team consists of seasoned professionals with diverse backgrounds in family offices, boutique wealth management, and private banking, ensuring a comprehensive understanding of financial markets. Robertson Stephens is committed to helping clients achieve their financial goals through personalized guidance and a disciplined investment approach.Explore more
Robertson Stephens's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Robertson Stephens Org Chart

JF
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Joshua Freedman

Managing Director

PhoneEmail
RN
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Robin Nakao

Chief Operating Officer & Chief Financial Off...

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Louis Calabrese, Chief Marketing Officer at Robertson Stephens
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Louis Calabrese

Chief Marketing Officer

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VC
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Vikram Chugh

Chief Operating Officer

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DW
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David Westbrook

Chief Financial Officer

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LS
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Logan Schuelke

Chief of Staff

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RP
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Rick Polenske

Managing Director and Principal

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TH
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Managing Director, Principal

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CK
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Managing Director, Principal

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JB
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Managing Director, Principal

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DS
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Managing Director and Principal

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RL
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Managing Director, Principal

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MR
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Managing Director, Principal

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KL
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Managing Director and Principal

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JL
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Managing Director, Principal

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DR
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Managing Director, Principal

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Compare Similar Companies to Robertson Stephens

Compare insights from companies similar to Robertson Stephens, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Robertson Stephens

$7.8M
11-50
Private
<$5M
1971
JF
Joshua FreedmanManaging Director
AGC Partners
$36.1M
51-200
Private
-
2003
JG
Jonathan GuidoCo-Founder & Partner & Chief Operating Officer
KippsDeSanto
$21.7M
11-50
Private
-
2007
Marcus Marlin, Managing Director at KippsDeSanto
Marcus MarlinManaging Director
Union Square Advisors
$7.6M
11-50
Private
<$5M
2007
WA
William AndereckManaging Director
Carret Asset Management
$6.3M
11-50
Private
<$5M
1963
HF
Hua FangController
Brooklyn Eagle
$5.5M
11-50
Private
-
1841
RG
Raanan GebererManaging Editor
United Financial Group
$5.4M
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Private
<$5M
1994
JP
John PerrittePresident
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Robertson Stephens Tech Stack

A closer look at the technologies used by Robertson Stephens

Hosting.com (formerly A2 Hosting)

By

Hosting
WordPress.org

By

Automattic
PHP

By

PHP
AppRiver

By

AppRiver
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Frequently Asked Questions Regarding Robertson Stephens

What is Robertson Stephens's official website?
Robertson Stephens's official website is www.rscapital.com What is Robertson Stephens's Revenue?
Robertson Stephens's revenue is $7.8 Million What is Robertson Stephens's SIC code?
Robertson Stephens's SIC: 62,628 What is Robertson Stephens's NAICS code?
Robertson Stephens's NAICS: 52,523 How many employees does Robertson Stephens have?
Robertson Stephens has 11-50 employees What industry does Robertson Stephens belong to?
Robertson Stephens is in the industry of: Finance, Securities Trading, Lending & Brokerage What is Robertson Stephens competition?
Robertson Stephens top competitors include: Carret Asset Management, AGC Partners, United Financial Group, KippsDeSanto What technology does Robertson Stephens use?
Some of the popular technologies that Robertson Stephens uses are: Hosting.com (formerly A2 Hosting), WordPress.org, PHP, AppRiver Who is the CFO of Robertson Stephens?
Robertson Stephens's CFO is Robin Nakao How do I contact Robertson Stephens?
Robertson Stephens contact info: Phone number: (415) 500-6810 Website: www.rscapital.com What does Robertson Stephens do?

Robertson Stephens is an independent fiduciary wealth manager catering to high-net-worth families, executives, and business owners throughout the U.S. The firm specializes in wealth planning, investments, and digital solutions, providing tailored strategies that prioritize clients' interests. Their team consists of seasoned professionals with diver... se backgrounds in family offices, boutique wealth management, and private banking, ensuring a comprehensive understanding of financial markets. Robertson Stephens is committed to helping clients achieve their financial goals through personalized guidance and a disciplined investment approach.Read More

 What are Robertson Stephens social media links?
Robertson Stephens Linkedin page Robertson Stephens Twitter page Robertson Stephens Facebook page Is Robertson Stephens a public company?
Robertson Stephens is private company therefore does not currently have an official ticker symbol
See more information about Robertson Stephens

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