Robertson Stephens

Founding Date

Robertson Stephens is a wealth management firm registered with the United States Securities and Exchange Commission as an investment advisor. Originally founded as a boutique investment bank focusing primarily on technology companies, it was among the most active investment banks in the technology sector at the height of the internet boom. They provide comprehensive and innovative investment strategies and wealth solutions through an intelligent digital platform. Robertson Stephens also provides institutional-quality investment strategy, intelligent digital solutions, comprehensive financial planning, and independent fiduciary.