Robertson Stephens
As of 3 November 2026, Robertson Stephens has 5 open roles (0 new in 30 days), its customer service & success team is hiring most, and its postings name Salesforce, Addepar and Microsoft Office as the tools the team works in.
As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- San Francisco, California, United States
- Employees
- 51-200 employees (linkedin)
- Sells to
- ultra-wealthy, ultra-wealthy individuals
- Certifications on site
- Site languages
- EN
- Career system
- Ownsite_html
Robertson Stephens in one screen
Read from rscapital.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Robertson Stephens is a wealth management firm that provides independent fiduciary advisory, wealth planning, investment management, and digital financial solutions for individuals. Its offerings include tailored wealth plans, investment strategies, and custom dashboards with detailed reporting. The firm serves clients across offices in California, Colorado, Connecticut, Florida, Idaho, Illinois, Massachusetts, New Jersey, New York, Oregon, Rhode Island, Texas, Washington, and Wyoming.
Named on the site: ultra-wealthy, ultra-wealthy individuals.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 572 scored.
What Robertson Stephens says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.• Performance Analytics: Leverage industry-standard tools (e.g., Addepar, Tamarac, etc.) to generate insightful performance reports and attribution analysis.• Highly proficient with Microsoft Office• Proficient in Word, Excel, PowerPoint, or other tools to prepare models, reports, and term sheets.• Proficient in Word, Excel, PowerPoint, or other tools to prepare models, reports, and term sheets.• Proficient in Word, Excel, PowerPoint, or other tools to prepare models, reports, and term sheets.Vendors whose code loads on rscapital.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
5 open roles, 0 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring customer service & success in United States →
| open · new 30 d | |
|---|---|
| Customer service & success | 2 · 0 |
| Business development & strategy | 1 · 0 |
| Finance & accounting | 1 · 0 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Robertson Stephens to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Robertson Stephens
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 572 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Robertson Stephens (San Francisco, United States, 51-200 employees) has 5 open roles, 0 new in 30 days, and names 6 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/rscapital.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from rscapital.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Ownsite_html career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Robertson Stephens: questions
Does Robertson Stephens use Salesforce?
Yes, by the company's own words: 4 postings name it, first seen 2024-12-17, in the customer service & success team.
Is Robertson Stephens hiring?
5 open roles as of 3 November 2026, 0 opened in the last 30 days and 0 closed. The largest team hiring is customer service & success.
Where does this profile come from?
From rscapital.com itself: we crawled it on 2026-09-09, built the profile on 2026-09-12, and read its career site (Ownsite_html) hourly since. Headcount is from LinkedIn.
Who should I write to at Robertson Stephens?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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