Our Story

Robertson Stephens had origins in San Francisco, California, and rapidly grew into one of the more storied and successful investment banking firms in the financial services industry. Focusing primarily on technology companies, Robertson Stephens had deep roots in Silicon Valley and helped underwrite and bring to market some of the most recognized and enduring firms of the ’90s. Names such as Pixar, E-Trade, Mapquest, Sun Microsystems, Seagate, and others whose rise epitomized the booming growth economy of the 1990s.

Building on that legacy we are a privately-held, boutique wealth management firm today servicing entrepreneurs, business owners, executives, family offices, and institutions. We pride ourselves on our values of integrity, collaboration, innovation, and transparency. Those values drive a highly personalized client experience that combines the high touch of a specialized firm with deep and extensive resources. Our clients have access to institutional-quality public and private investment solutions, comprehensive wealth planning, and intelligent digital solutions, all within a fiduciary relationship that they deserve.