Robertson Stephens

Robertson Stephens is a wealth management firm that specializes in providing comprehensive financial solutions for high-net-worth individuals and family offices. Founded in 1978 and based in San Francisco, the firm has evolved from a boutique investment bank focused on technology companies to a provider of independent fiduciary, wealth planning, and investment services. Robertson Stephens emphasizes a partnership culture that fosters trust, honesty, and integrity, enabling them to attract top talent in the wealth management sector. The company is dedicated to helping clients establish their financial goals, monitor progress, and build a legacy, all delivered through a leading digital platform. With additional offices in New York City, Robertson Stephens is committed to addressing various aspects of wealth, including family dynamics and individual well-being.

Moira Amado-Mccoy

Managing Director and Principal

John Bernabei

Managing Director, Principal

Erik Boe

Managing Director and Principal

Vikram Chugh

COO

Pam Friedman

Managing Director and Principal

Christopher Knapp

Managing Director and Principal

Keith Larkin

Managing Director and Principal

Karen Mcclintock

Managing Director and Principal

Zachary Perry

Managing Director, Principal

David Westbrook

CFO and Principal

24 past transactions

LFS Wealth Advisors

Acquisition in 2022
LFS Wealth Advisors is a wealth management firm based San Francisco Bay area.

Vodia Capital

Acquisition in 2022
Vodia Capital, established in 2004, is a boutique asset management firm headquartered in Lincoln, Massachusetts. The company offers comprehensive asset management and financial advisory services, focusing on building strong, collaborative relationships with clients. Vodia Capital's investment arm, Vodia Ventures, founded in 2013, specializes in seed to series B funding for technology-based companies in sectors such as energy, clean water and air, safe food, and public health. The firm typically invests between $0.1 million and $0.5 million in companies structured to require less than $10 million in total equity capital to achieve profitability. Vodia Capital does not invest in companies heavily reliant on regulation, government subsidies, or large capital requirements.

SunBasket

Series A in 2016
SunBasket is a meal kit delivery service that focuses on providing healthy, organic ingredients and personalized recipes directly to consumers' homes. The company offers a variety of meal options, including Paleo, Gluten-Free, and Vegetarian plans, allowing customers to select meals each week or follow a curated menu. By sourcing organic and sustainable ingredients from numerous farms, ranches, and fishermen, SunBasket ensures the quality of its offerings, which include non-GMO produce, antibiotic and hormone-free meats, and sustainably sourced seafood. This approach not only simplifies meal planning and shopping but also encourages customers to prepare delicious and nutritious meals while promoting a healthier lifestyle.

StubHub

Series B in 2002
StubHub, Inc. is an online marketplace that facilitates the buying and selling of tickets for sports, concerts, theater, and various live entertainment events. Founded in 2000 and based in San Francisco, California, the company was originally known as Liquid Seats, Inc. before rebranding in 2003. StubHub provides a secure platform for fans to purchase verified tickets and allows individuals to resell their tickets if they are unable to attend an event. As of February 2020, StubHub operates as a subsidiary of viagogo AG, continuing its mission to connect live shows with fans around the world in a convenient and reliable manner.

PowerDsine

Series H in 2002
PowerDsine, a subsidiary of Microsemi Corporation, specializes in the design and development of software-controlled power products. The company focuses on integrating data, voice, and power transmission over standard Ethernet infrastructure, allowing power to be delivered through the same network cable as data. Its product lineup includes Power-over-Ethernet integrated circuits, midspans, ring signal generator modules, and DSL remote power feeding modules, as well as Wireless Local Loop integrated power supply modules. PowerDsine's innovative solutions cater to various markets, enhancing the efficiency and functionality of power and data transmission systems.

BlueKite

Private Equity Round in 2001
BlueKite USA Inc. offers a web-based platform that facilitates cross-border bill payments, primarily targeting immigrants in the United States who wish to support family members in Central and Latin America. Founded in 2011 and based in Miami, Florida, the company enables users to make real-time payments for essential services such as electricity, gas, water, internet, and telecommunications directly to utility providers in countries like Mexico, Guatemala, Honduras, and El Salvador. By partnering with money service stores, BlueKite provides a reliable and secure method for these businesses to assist immigrants in managing their families' utility bills from afar. The platform's innovative approach aims to simplify the process of remittances and bill payments, ensuring that transactions are safe and accurate.

Lara Networks

Series B in 2000
Lara Networks is a fabless semiconductor manufacturer specializing in the design, development, and marketing of memory-intensive application-specific integrated circuits (ASICs) tailored for the networking and communications sectors. The company focuses on creating silicon-based packet processing solutions that enhance wide area network (WAN) infrastructure equipment. Additionally, Lara Networks provides advanced network search engines, further solidifying its position as a key player in the semiconductor industry for networking applications.

Chiaro Networks

Series C in 2000
Chiaro Networks, Inc. engages in the design, manufacture, and delivery of Internet protocol/multi protocol label switching in the United States.

IPG Photonics

Series B in 2000
IPG Photonics Corporation, founded in 1990 and headquartered in Oxford, Massachusetts, develops and manufactures high-performance fiber lasers, fiber amplifiers, and diode lasers for various applications across multiple industries. The company's extensive product range includes low, medium, and high-power lasers, which are primarily utilized in materials processing, telecommunications, and medical applications. IPG's fiber lasers are particularly effective in cutting, welding, marking, and micro-processing, often displacing traditional technologies. The company serves original equipment manufacturers, system integrators, and end users, marketing its products through a direct sales force as well as agreements with independent sales representatives and distributors. With a significant portion of its revenue generated in China, IPG also maintains a presence in North America, Japan, Germany, and other markets, contributing to its status as a leader in the fiber laser industry.

Everypath

Series C in 2000
Everypath is the leading provider of mobile task automation software to global 1000 companies.

Tenor Networks

Series C in 2000
Tenor Networks, Inc. is a company that specializes in the development and manufacturing of optical switching systems. The firm offers products such as the TN250G, a Core MPLS Switch, and TEMPo, an element management platform designed for managing optical networks. In addition to its hardware, Tenor Networks provides service intelligence solutions that enhance the performance and efficiency of communication networks. The company's focus on advanced optical technologies positions it as a key player in the telecommunications equipment market.

BOPS

Venture Round in 2000
BOPS specializes in the development and licensing of broadband digital signal processors and associated intellectual property cores, along with compiler and software tool products. These offerings are primarily utilized in system-on-chip applications across the internet, multimedia, and wireless communications sectors. Founded in 1997 and headquartered in Mountain View, California, BOPS focuses on providing innovative solutions that enhance the performance and efficiency of digital signal processing technologies.

FusionOne

Venture Round in 2000
FusionOne is a technology company specializing in mobile content portability, enabling users to transfer and synchronize information between mobile devices. Founded in 1998 and headquartered in San Jose, California, with an additional office in Tallinn, Estonia, FusionOne's software allows subscribers to store, manage, and transfer various types of mobile content, including contacts, photos, messages, and purchased items. The company's solutions support millions of users across major carriers worldwide, facilitating the organization of address books through a unified interface and promoting sharing across different social networks.

Paypal

Series C in 2000
PayPal, established in 2002, is a leading global digital payment platform that facilitates transactions between consumers and merchants. With over 375 million active users across 200 markets, PayPal enables users to send, receive, and withdraw funds, as well as make and accept payments online and in-store. It partners with a wide range of businesses, from small online stores to large e-commerce platforms, including Anyway Any Day, Ozone.ru, and Aeroexpress in Russia, where it launched in 2013. PayPal's mission is to make financial services more accessible, affordable, and secure, thereby empowering individuals and businesses to participate in the global economy.

Puma Technology

Venture Round in 2000
PUMATECH was there. When mobile computing was in its infancy, PUMATECH was already delivering real solutions. Even in the early days when "mobile computing" mostly conjured up images of electronic organizers from companies like Sharp® and Casio®, PUMATECH was leading the charge. Since 1993, PUMATECH has consistently delivered focused solutions for the mobile worker. As a data synchronization pioneer, They were also among the first to support true two-way synchronization with small devices. And They continue to be the leading supplier of synchronization solutions involving small devices like Palm™ Organizers to this day. Their synchronization experience remains unsurpassed.

CCC Network Systems

Venture Round in 2000
CCC Network Systems is a leading provider of advanced Network Operation Centers and Internet/Corporate Data Centers, offering comprehensive end-to-end solutions that encompass design consultancy, installation, implementation, and project management services. The company specializes in remote access technologies that enhance the management and security of numerous servers within web-hosting facilities and corporate data centers. By enabling reliable and accessible system management across heterogeneous platforms, CCC Network Systems allows users to access their systems anytime and from anywhere, thereby reducing the need for extensive personnel while effectively managing more devices. This capability not only aids in achieving uptime and operational efficiency but also helps clients lower their overall cost of ownership, making CCC a trusted partner for many premier companies globally.

Yipes

Series B in 2000
Yipes is a data communications services provider. It was acquired in 2007 by Indian telecommunications service provider Reliance Communications. Yipes delivers scalable business-to-business and business-to-Internet IP networking services. Their regional IP network Yipes MAN seamlessly extends your company's LAN to other business locations or to business partner locations. Their Yipes NET Internet service brings the Web to your LAN at breakaway speeds. Yipes NET customers can also take advantage of Yipes' industry-leading security offering Yipes WALL managed firewall service, to safeguard their private information from the dangers of the public Internet. Yipes NAN replaces private line and frame relay services with the simplicity of Ethernet. Yipes WEB offers a full portfolio of Internet management services. Yipes TOUGH enables customers to extend the redundancy on their customer premise to the Yipes Network.

Click2Asia

Venture Round in 2000
Click2Asia is a prominent provider of online and offline dating services tailored specifically for the Asian community. Established in 1999, the company has amassed over 150,000 members and operates across North America, addressing the unique ethnic and cultural needs often overlooked by mainstream dating platforms. Click2Asia's services include a diverse array of profile listings that facilitate matches for both casual and serious relationships, as well as organized offline events that create opportunities for members to meet in engaging settings. With a knowledgeable and experienced team, Click2Asia is dedicated to fostering meaningful connections within this growing market.

LatinForce.Net

Series A in 2000
LatinForce.Net will build the premier digital gateway to the Latin world, an industry-leading, integrated network of companies.

LoanCity.com

Series B in 1999
LoanCity.com, a large source of online residential mortgage loans for brokers.

Vision Software PTY

Venture Round in 1999
Vision was founded in 1990. It is the leader in entertainment and edutainment software sales in South Africa and has 16 full-time employees. The company has regional offices in Durban and Cape Town and is rapidly building export sales into Kenya and four neighboring countries (Zimbabwe, Namibia, Botswana and Swaziland). In addition to Electronic Arts products, Vision distributes software for other leading publishers.

RealNames

Series C in 1999
RealNames is an online platform founded in 1996 by Keith Teare, headquartered in San Carlos, California, with additional offices in New York City, London, Hamburg, Tokyo, and Seoul. The company specializes in providing email naming solutions and a navigation system designed to simplify internet use. Its flagship offering is the RealNames system, which allows users to navigate the web using keywords instead of traditional URLs, enhancing the browsing experience. RealNames' products cater to a diverse clientele, including companies of various sizes, advertising agencies, internet service providers, online services, search engines, and directory services. The platform also features an ad-free email solution compatible with popular email programs as well as web and mobile applications.

CryoCath Technologies

Series B in 1998
CryoCath Technologies is a medical device company that specializes in the development, manufacturing, and marketing of cryoablation catheter systems for treating cardiac arrhythmias, tumors, and other obstructions. The company's innovative systems consist of flexible and steerable catheters, which are operated through electromechanical consoles that deliver and recover refrigerants for minimally invasive procedures. Key products include electrophysiology devices such as the Achieve Mapping Catheter, Arctic Front, FlexCath, CryoConsole, Freezor, Freezor MAX, and Freezor Xtra. CryoCath Technologies distributes its products across Europe, North America, the Middle East, and the Russian Federation. Currently, it operates as a subsidiary of Medtronic, Inc.

IPG Photonics

Series A in 1997
IPG Photonics Corporation, founded in 1990 and headquartered in Oxford, Massachusetts, develops and manufactures high-performance fiber lasers, fiber amplifiers, and diode lasers for various applications across multiple industries. The company's extensive product range includes low, medium, and high-power lasers, which are primarily utilized in materials processing, telecommunications, and medical applications. IPG's fiber lasers are particularly effective in cutting, welding, marking, and micro-processing, often displacing traditional technologies. The company serves original equipment manufacturers, system integrators, and end users, marketing its products through a direct sales force as well as agreements with independent sales representatives and distributors. With a significant portion of its revenue generated in China, IPG also maintains a presence in North America, Japan, Germany, and other markets, contributing to its status as a leader in the fiber laser industry.
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