Robertson Stephens has 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 some of the most recognized and enduring firms of the ’90s. 

Building on that legacy, it is a wealth management firm today servicing entrepreneurs, business owners, executives, family offices, and institutions. The clients have access to institutional-quality public and private investment solutions, comprehensive financial planning, and cutting-edge technology, all within a fiduciary relationship that they deserve.