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Robertson Stephens
AddedFeb 13, 2024
UpdatedJun 28, 2026
Robertson Stephens

Robertson Stephens

Operating

Robertson Stephens: A tech-focused investment bank and wealth management firm serving high-net-worth clients.

Location
San Francisco, CA, US
Founded
1996
Firm
Compare
Portfolio
Fundraising
Employees
Website

Robertson Stephens is a technology-focused investment firm specializing in wealth management for high-net-worth individuals and family offices. With offices in San Francisco, New York, Idaho, and New Jersey, the firm combines its expertise in technology investments with comprehensive wealth management services. Robertson Stephens typically invests in Series A to Series C rounds, with a particular focus on later-stage investments.

The firm's portfolio includes notable companies such as PayPal, IPG Photonics, and Yipes. Robertson Stephens has demonstrated a strong track record in identifying and supporting promising technology ventures across various sectors. Their investment approach leverages deep industry knowledge and a network of relationships to provide value beyond capital to their portfolio companies.

Robertson Stephens - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments15
Current Portfolio Count8
Total Portfolio Exits4

Top Investment Stages

Series C5 (33.3%)
Series B4 (26.7%)
Series Unknown4 (26.7%)
Series A2 (13.3%)

Stage Mix

Series C 33%Series B 27%Series Unknown 27%Series A 13%

Concentration shown as share of disclosed investments by stage.

Recent Investments

StubHub logo

StubHub

Chiaro Networks logo

Chiaro Networks

IPG Photonics logo

IPG Photonics

Everypath logo

Everypath

Tenor Networks logo

Tenor Networks

Bops logo

Bops

PayPal logo

PayPal

Pumatech logo

Pumatech

Ccc Network Systems logo

Ccc Network Systems

Yipes logo

Yipes

Click2Asia logo

Click2Asia

LatinForce.Net logo

LatinForce.Net

LoanCity.com logo

LoanCity.com

RealNames logo

RealNames

Robertson Stephens - Similar Investment Firms

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Stephens Group logo

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Robert W. Baird

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Superstep Capital logo

Superstep Capital

StepStone Group logo

StepStone Group

stepstonegroup.com

Ritholtz Wealth Management logo

Ritholtz Wealth Management

ritholtzwealth.com

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Roth Capital Partners

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Stifel Financial

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Point72 Ventures logo

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LightPath Capital

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R7 Partners Management

Robertson Stephens - Classification

Also Known As
  • Robertson Stephens Partners, LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 4 more industry codes
NAICS
  • 522000Credit Intermediation and Related Activities
  • 522100Depository Credit Intermediation
  • 522110Commercial Banking
SIC
  • 6020Commercial Banks