Insights

Acquisition Trigger Recent Janus Henderson acquisition news indicates a potential strategic shift and integration process that may create opportunities for advisory services, transition support, and compatibility assessments with RBA's macro-driven strategies.

AUM Growth RBA's sizable investment activity and stakes in multiple public equities suggest an ongoing appetite for diversified asset exposure, presenting a path to offer enhanced macro-driven portfolio solutions and risk management services.

Europe Expansion The launch of UCITS products in Europe signals regulatory and product distribution expansion overseas, opening doors for cross-border advisory, licensing, and technology-enabled fund distribution partnerships.

Tech Backbone A tech stack including AWS, Google Cloud, Salesforce, and CMS platforms points to opportunities for scalable advisor platforms, data analytics enhancements, and client experience improvements through modern throughput capabilities.

Strategic Partnerships Historical partnerships with iM Global Partner and current ownership by Janus Henderson suggest collaboration opportunities for co-branding, product customization, and distribution alliances to broaden client reach.

Similar companies to Richard Bernstein Advisors

Richard Bernstein Advisors Tech Stack

Richard Bernstein Advisors uses 8 technology products and services including Amazon Web Services, Contentful, Joomla, and more. Explore Richard Bernstein Advisors's tech stack below.

Media & News

Richard Bernstein Advisors's Email Address Formats

Richard Bernstein Advisors uses at least 3 email formats:
Richard Bernstein Advisors Email FormatsExamplePercentage
FLast@rbadvisors.comJDoe@rbadvisors.com
97%
First.Last@rbadvisors.comJohn.Doe@rbadvisors.com
1%
FirstLast@rbadvisors.comJohnDoe@rbadvisors.com
2%

Frequently Asked Questions

What is Richard Bernstein Advisors's phone number?

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You can contact Richard Bernstein Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Richard Bernstein Advisors's official website and social media links?

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Richard Bernstein Advisors's official website is rbadvisors.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Richard Bernstein Advisors generate?

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As of October 2026, Richard Bernstein Advisors's annual revenue is estimated to be $10M - $25M.

What is Richard Bernstein Advisors's NAICS code?

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Richard Bernstein Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Richard Bernstein Advisors have currently?

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As of October 2026, Richard Bernstein Advisors has approximately 11 employees across 3 continents, including North America, Asia and Europe. Key team members include Director Of Investments: M. M., Executive Assistant And Administrative Manager: S. B. and Senior Internal Sales Specialist: T. M. Explore Richard Bernstein Advisors's employee directory with LeadIQ.

What industry does Richard Bernstein Advisors belong to?

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Richard Bernstein Advisors operates in the Investment Management industry.

What technology does Richard Bernstein Advisors use?

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Richard Bernstein Advisors's tech stack includes Amazon Web Services, Contentful, Joomla, Salesforce, Microsoft 365, Google Cloud, Pardot and Netlify.

What is Richard Bernstein Advisors's email format?

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Richard Bernstein Advisors's email format typically follows the pattern of FLast@rbadvisors.com. Find more Richard Bernstein Advisors email formats with LeadIQ.

When was Richard Bernstein Advisors founded?

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Richard Bernstein Advisors was founded in 2009.
Richard Bernstein Advisors logo

Richard Bernstein Advisors

Investment ManagementNew York, United States11-50 Employees

Richard Bernstein Advisors (RBA) is an investment management firm that specializes in longer-term, macro-driven strategies, integrating macroeconomic research with quantitatively guided portfolio construction. The firm offers tailored asset allocation solutions and thematic approaches focused on enduring structural trends. Based in New York City, New York, the company was founded in 2009 and operates as an investment adviser. It is a wholly-owned subsidiary of Janus Henderson US (Holdings) Inc. In January 2026, Janus Henderson announced plans to acquire Richard Bernstein Advisors.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Richard Bernstein Advisors's revenue is estimated to be in the range of $10M - $25M

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