Insights

Wealth Management Solutions Robertson Stephens offers innovative and comprehensive wealth management solutions through an intelligent digital platform. Highlight the personalized approach and fiduciary standard to attract clients seeking tailored financial services.

Tech-Driven Approach Utilizing a diverse tech stack including Python and Java, Robertson Stephens demonstrates sophistication and adaptability in aligning technology with financial services. Emphasize the efficiency and modernity to appeal to tech-savvy clients.

Revenue Range With a revenue range of $10M - 50M, Robertson Stephens showcases financial stability and growth potential. Position the company as a reliable partner for clients seeking services from a financially healthy organization.

Market Positioning In a landscape with similar companies like Houlihan Lokey and Lazard, Robertson Stephens stands out with its unique value proposition and personalized client-focused approach. Highlight the competitive edge to differentiate and attract clients looking for specialized services.

Geographic Advantage Based in San Francisco, a hub for financial innovation, Robertson Stephens leverages its location to establish credibility and tap into the tech-savvy and affluent client base in the region. Capitalize on the geographic advantage to expand the client network through local market penetration strategies.

Robertson Stephens Tech Stack

Robertson Stephens uses 8 technology products and services including Optimise, Cloudflare, Shopify, and more. Explore Robertson Stephens's tech stack below.

Optimise

Affiliate Advertising Networks

Cloudflare

Content Management System

Shopify

E-commerce

SweetAlert

Javascript Libraries

Open Graph

Miscellaneous

Python

Programming Languages

Java

Programming Languages

Twitter

Widgets

Robertson Stephens Email Formats	Example	Percentage
FLast@rscapital.com	JDoe@rscapital.com	58%
First.Last@rscapital.com	John.Doe@rscapital.com	34%
LastFi@rscapital.com	DoeJo@rscapital.com	5%
Last.First@rscapital.com	Doe.John@rscapital.com	3%

Robertson Stephens Email Formats

Example

Percentage

FLast@rscapital.com

JDoe@rscapital.com

58%

First.Last@rscapital.com

John.Doe@rscapital.com

34%

LastFi@rscapital.com

DoeJo@rscapital.com

Last.First@rscapital.com

Doe.John@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 1 continents, including North America.

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.

How much revenue does Robertson Stephens generate?

As of September 2024, Robertson Stephens's annual revenue reached $35M.

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 September 2024, Robertson Stephens has approximately 96 employees across 1 continents, including North America. Key team members include CFO: D. W.Chief Operating Officer: V. C.Chief Marketing Officer: L. C.. 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 OptimiseCloudflareShopifySweetAlertOpen GraphPythonJavaTwitter.

What is Robertson Stephens's email format?

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

Robertson Stephens

Financial ServicesCalifornia, United 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.

Insights

Similar companies to Robertson Stephens

Houlihan Lokey

Guggenheim Partners

Lazard

Raymond James Financial

Stephens