Robertson Stephens
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
455 Market St Ste 1600, San Francisco, C...Phone Number
(415) 500-6810Website
www.rscapital.comRevenue
$7.8 MillionIndustry
ZI Rank: 3
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
2
2
2
2
3
About Robertson Stephens
Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco, Pasadena, Marin County, Santa Rosa and Menlo Park(CA); New York (NY); Sun Valley & Boise (ID); Holmdel (NJ); Austin & Houston (TX); Seattle (WA); and Denver (CO) that provides wealth management solutions for high-net-worth individuals and family offices nationwide. In 2018, with sponsorship from private equity firm Long Arc Capital, Robertson Stephens commenced operations with a core philosophy to serve high net worth clients. Robertson Stephens is committed to transparent advice, strong investment outcomes, sophisticated digital solutions, and high-quality client services.Explore more
Robertson Stephens Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Robertson Stephens your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Robertson Stephens, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on Robertson Stephens recently announced quarterly report
Check out if Robertson Stephens is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check if Robertson Stephens has recently received funding, and reach out quickly before it becomes old news!
Funding: Get notified immidiatlly once Robertson Stephens has new funding data
Congratulate Masked Content for being promoted to Masked Content at Robertson Stephens
Website visits: Recent activity has been detected on your website
Click to see if Robertson Stephens had a recent Job posting/layoffs
Product Launch: Get notified when Robertson Stephens launches new products
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
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.
Revenue
Number of Employees
Type
Funding
Founded In
$7.6M
11-50
Private
<$5M
2007
WK
Wayne KawarabayashiChief Operating Officer Head of Mergers & Acquisitions
Company Profile Activity
Activity Insights
Robertson Stephens is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Robertson Stephens is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Robertson Stephens.
Robertson Stephens financials insights
Gather financial insights about Robertson Stephens, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Robertson Stephens Tech Stack
A closer look at the technologies used by Robertson Stephens
Most Recent Scoops
Left Company
Executive Move
Michael Barnes, Managing Director - Head of Operations, has recently left the organization and now serves as Chief Operating Officer for Ellevest.
Executive Moves, Left Company
Open Position
Person-Based
Left Company
Executive Move
Executive Moves, Left Company
Award
Award
Robertson Stephens News & Media
Roberston Stephens Ends 2025 with $8.7 Billion in Assets
SAN FRANCISCO, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced that it ended 2025 with $8.7 billion in advisory assets under management, marking 23% growth over the preceding 12 months.Robertson Stephens Reaches $8 Billion in Assets
Two Wealth Management Teams help extend the firm’s presence in the Northeast Two Wealth Management Teams help extend the firm’s presence in the NortheastRobertson Stephens Launches Family Office Arm
FamilyWealthReport - Exclusive Intelligence for the family office communityRobertson Stephens Opens 1st Office in Greater Chicago Area, Hits $7 Billion in AUM
CAFG Private Wealth joins Robertson Stephens, opens new office in North Barrington, IL. SAN FRANCISCO, Oct. 8, 2024 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") is pleased to announce the acquisition of CAFG Private Wealth, a registered investment...
Read more news
Top Finance Companies
Top companies in Australia by revenue
Frequently Asked Questions Regarding Robertson Stephens
Sign Up For FreeTo access detailed company insights
Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco, Pasadena, Marin County, Santa Rosa and Menlo Park(CA); New York (NY); Sun Valley & Boise (ID); Holmdel (NJ); Austin & Houston (TX); Seattle (WA); and Denver (CO) that provides wealth management solutions for high-net-worth in... Read More
