Insights

Growth & Scale The RBB Fund oversees over $35 billion in assets and supports 20 investment advisors, 20 unaffiliated subadvisors, and 70+ funds, indicating a scalable platform with broad market reach that target financial services partners and fund managers for collaborations and white-labeling opportunities.

Strategic Acquisitions Recent acquisition of Liderman signals a growth strategy in expanding portfolio holdings and geographic focus in Latin America, presenting cross-border collaboration potential for firms offering Latin American investment capabilities or regional fund distribution.

Active ETF Exposure Past and ongoing partnerships around non-transparent and ActiveShares ETF technologies plus involvement with major partners demonstrates openness to innovative fund structures, suggesting opportunities for technology providers, custodial services, and compliance solutions.

Leadership & Talent Key hires in governance and marketing leadership indicate a focus on strategic development, board strength, and market positioning, creating openings for executive services, governance platforms, or investor communications vendors.

Financial Health Signals Revenue range of 10M–25M with a multi-billion asset base and numerous client relationships implies robust demand and potential for managed services, fund servicing, and technology integrations targeting fund administrators and fintech partners seeking scale.

Similar companies to The RBB Fund

The RBB Fund Tech Stack

The RBB Fund uses 8 technology products and services including iCIMS, Amazon Web Services, WordPress, and more. Explore The RBB Fund's tech stack below.

The RBB Fund's Email Address Formats

The RBB Fund uses at least 1 email format:
The RBB Fund Email FormatsExamplePercentage
FLast@rbbfund.comJDoe@rbbfund.com
100%

Frequently Asked Questions

What is The RBB Fund's official website and social media links?

Minus sign iconPlus sign icon
The RBB Fund's official website is rbbfund.com and has social profiles on LinkedIn.

How much revenue does The RBB Fund generate?

Minus sign iconPlus sign icon
As of August 2026, The RBB Fund's annual revenue is estimated to be $10M - $25M.

What is The RBB Fund's NAICS code?

Minus sign iconPlus sign icon
The RBB Fund's NAICS code is 52 - Finance and Insurance.

How many employees does The RBB Fund have currently?

Minus sign iconPlus sign icon
As of August 2026, The RBB Fund has approximately 10 employees across 1 continents, including North America. Key team members include Chief Financial Officer & Chief Operating Officer: J. G. S., Chief Financial Officer & Chief Operating Officer: J. S. and Board Member: M. T. Explore The RBB Fund's employee directory with LeadIQ.

What industry does The RBB Fund belong to?

Minus sign iconPlus sign icon
The RBB Fund operates in the Financial Services industry.

What technology does The RBB Fund use?

Minus sign iconPlus sign icon
The RBB Fund's tech stack includes iCIMS, Amazon Web Services, WordPress, Shopify, Microsoft 365, Yoast SEO, Piwik PRO Core and Nginx.

What is The RBB Fund's email format?

Minus sign iconPlus sign icon
The RBB Fund's email format typically follows the pattern of FLast@rbbfund.com. Find more The RBB Fund email formats with LeadIQ.

When was The RBB Fund founded?

Minus sign iconPlus sign icon
The RBB Fund was founded in 1988.
The RBB Fund logo

The RBB Fund

Financial ServicesNew York, United States2-10 Employees

The RBB Fund is a New York-based financial services company established in 1988 that operates as a turnkey solution for investment advisors seeking to manage exchange-traded funds and mutual funds. It represents a first organized multiple series trust, handling the establishment, servicing, and corporate governance of funds so advisors can concentrate on asset management, while RBB oversees the funds. The firm supports a network of investment advisors, unaffiliated subadvisors, and a broad roster of mutual fund and ETF offerings, with assets under management reported in the tens of billions. Its business model positions it within the fund administration and servicing segment of the asset management industry, providing governance, compliance, and operational support for a diverse set of fund products. Recent developments include leadership and board appointments, and a notable strategic acquisition indicating ongoing expansion within its investment platform and regional focus in Latin America through a new investment vehicle. The company serves professional asset managers and other financial services clients seeking a managed fund structure and governance without direct fund-level operational burden.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    The RBB Fund's revenue is estimated to be in the range of $10M - $25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.