Insights

Digital Wealth Focus Robertson Stephens emphasizes an innovative digital platform for wealth management, indicating a strong potential for upselling advanced financial technology solutions, cybersecurity enhancements, and compliance tools tailored for client-facing digital services.

Expansion Initiatives Recent launches of a Family Office and recruitment of specialists like Bruce Stewart suggest growth in ultra-high-net-worth client services, creating opportunities for targeted wealth management software, exclusive service packages, and bespoke investment solutions.

Financial Stability With revenue estimates between 100 million and 250 million dollars and recognition as a fast-growing RIA firm, Robertson Stephens demonstrates solid financial health, making it a promising partner for premium technology integrations and strategic service offerings.

Industry Positioning The company’s recent acquisition of Haymarketwealth and strategic hires suggest a proactive approach to expanding market share and service depth, which can open sales channels for innovative investment analytics, client onboarding platforms, and operational efficiency tools.

Market Trends Alignment Participation in high-profile events and substantial growth recognition position Robertson Stephens to leverage emerging trends in wealth management technology, ESG investing, and personalized client experiences, ideal for targeted marketing of innovative solutions.

Robertson Stephens Tech Stack

Robertson Stephens uses 8 technology products and services including QuickBooks, WordPress, MySQL, and more. Explore Robertson Stephens's tech stack below.

QuickBooks

Accounting And Finance

WordPress

Content Management System

MySQL

Database

Swiper

Javascript Libraries

Online Community Software

HSTS

Security

Cloudflare Bot Management

Security

JetEngine

Wordpress Plugins

Robertson Stephens Email Formats	Example	Percentage
FLast@rscapital.com	JDoe@rscapital.com	58%
First.Last@rscapital.com	John.Doe@rscapital.com	31%
Last.First@rscapital.com	Doe.John@rscapital.com	7%
LastFi@rscapital.com	DoeJo@rscapital.com	4%

Robertson Stephens Email Formats

Example

Percentage

FLast@rscapital.com

JDoe@rscapital.com

58%

First.Last@rscapital.com

John.Doe@rscapital.com

31%

Last.First@rscapital.com

Doe.John@rscapital.com

LastFi@rscapital.com

DoeJo@rscapital.com

Frequently Asked Questions

Where is Robertson Stephens's headquarters located?

Robertson Stephens's main headquarters is located at 455 Market St, San Francisco, California 94105-2444, US. The company has employees across 2 continents, including North AmericaAsia.

What is Robertson Stephens's phone number?

You can contact Robertson Stephens's main corporate office by phone at

+1-415-500-****

. 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 Robertson Stephens's official website and social media links?

Robertson Stephens's official website is rscapital.com and has social profiles on LinkedIn.

What is Robertson Stephens's SIC code NAICS code?

Robertson Stephens's SIC code is 4953 - Refuse Systems NAICS code is 52 - Finance and Insurance.

How many employees does Robertson Stephens have currently?

As of October 2025, Robertson Stephens has approximately 107 employees across 2 continents, including North AmericaAsia. Key team members include Chief Operating Officer: V. C.Chief Marketing Officer: L. C.Vice President Of Client Reporting And Perfomance Analytics: G. H.. Explore Robertson Stephens's employee directory with LeadIQ.

What industry does Robertson Stephens belong to?

Robertson Stephens operates in the Financial Services industry.

What technology does Robertson Stephens use?

Robertson Stephens's tech stack includes QuickBooksWordPressMySQLSwiperLinkedInHSTSCloudflare Bot ManagementJetEngine.

What is Robertson Stephens's email format?

Robertson Stephens's email format typically follows the pattern of FLast@rscapital.com. Find more Robertson Stephens email formats with LeadIQ.

Robertson Stephens

Q: What is Robertson Stephens's official website and social media links?

Robertson Stephens's official website is rscapital.com. Robertson Stephens has social profiles on LinkedIn.

Q: How many employees does Robertson Stephens have currently?

Robertson Stephens has approximately 107 employees.

Q: What technology does Robertson Stephens use?

Robertson Stephens's tech stack includes Apple iCloud Mail, Shopify, Tippy.js, Google, Priority Hints.

Financial ServicesUnited States51-200 Employees

Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent digital platform.  We uphold the fiduciary standard, always putting our clients' best interest before our own.  Our foundation is built on a partnership philosophy, where we are dedicated to generating long-term value for our clients, team and community.   

We believe in a broad and deep perspective of wealth that includes legacy, family, relationships and ultimately your well-being.  Our vision is a better future for you, where you can enjoy your wealth now, and for years to come. 

For more information, please visit www.rscapital.com.

Investment advisory services offered through Robertson Stephens Wealth Management, LLC, an SEC-registered investment advisor.

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