Vodia Capital provided wealth management and sustainability-focused investment advisory services before its acquisition by Robertson Stephens.
Location
Concord, MA, US
Founded
2004
Vodia Capital operated as a Boston-based registered investment advisor delivering wealth management and socially responsible investment strategies to individuals, families, and foundations. The firm integrated environmental and social impact criteria into comprehensive financial planning and portfolio management.
In December 2022, Robertson Stephens Wealth Management acquired Vodia Capital to establish its initial wealth management office in Massachusetts. Following the transaction, Vodia Capital's advisory team transitioned into Robertson Stephens while its venture capital affiliate continued separately.
Vodia Capital - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
