When was Robertson Stephens Partners founded?

Robertson Stephens Partners was founded in 1978.

Where is Robertson Stephens Partners located?

Robertson Stephens Partners is headquartered in San Francisco, United States.

Who is the current CEO of Robertson Stephens Partners?

Raj Bhattacharyya of Robertson Stephens Partners.

How many employees does Robertson Stephens Partners have?

As of Aug 31, 2026, the latest employee count at Robertson Stephens Partners is 123.

Where does Robertson Stephens Partners rank among its competitors?

Robertson Stephens Partners ranks 25th amongst 4469 active competitors, of which 70 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Berkadia, which secured $56.6M in Dec, 2023.

Who are the top competitors of Robertson Stephens Partners?

Robertson Stephens Partners' top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Berkadia secured the most recent funding round in December, 2023.

Robertson Stephens Partners - 2026 Company Profile, Team, Funding & Competitors

Robertson Stephens Partners is a funded company based in San Francisco (United States), founded in 1978. It operates as a Wealth management firm. The company has 4469 active competitors, including 70 funded and 434 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Key Metrics

Founded Year

1978

Location

San Francisco, United States

Stage

Funding Raised

Investors

VeARC & 1 more

Ranked

25^th among 4469 active competitors

Employee Count

123 as on Aug 31, 2026

Investment & Acquisitions

Ratio & 14 more

Similar Companies

Alera Group & 8665 more

View Robertson Stephens Partners' full profile

Robertson Stephens Partners is a funded company. Robertson Stephens Partners has 2 institutional investors.

View details of Robertson Stephens Partners's funding rounds and investors

Robertson Stephens Partners' employee count trend

Robertson Stephens Partners has 123 employees as of Aug 26. Here is Robertson Stephens Partners's employee count trend over the years:

Employee count trend for Robertson Stephens Partners

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Top competitors of Robertson Stephens Partners include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Robertson Stephens Partners, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	73/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	LPL Financial 1989, San Diego (United States), Acquired	Stock brokerage firm	-	Hellman & Friedman, Lee Equity & 3 others	68/100
5th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
6th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
7th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
8th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
9th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	NB Group, Crawley Ventures & 1 others	62/100
25th	Robertson Stephens Partners 1978, San Francisco (United States), Funding Raised	Wealth management firm	-	VeARC, Long Arc Capital	54/100

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Robertson Stephens Partners has made 11 investments in companies including Sun Basket and PowerDsine. Robertson Stephens Partners has also acquired 4 companies including Ratio and LFS Asset Management.

Here is the list of investments & acquisitions:

Filter this list

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Aug 11, 2024	Acquisition	Ratio	2017	Denver (United States)
Dec 15, 2022	Acquisition	LFS Asset Management	1988	Burlingame (United States)
Dec 15, 2022	Acquisition	Vodia Capital	2004	New York City (United States)