[3] Robertson was the lead underwriter of some of the most prominent firms of the 1990s stock boom, including Switchboard, Mapquest, E-Trade and Vericity, as well as retailer Bebe.
In 1998, BankAmerica agreed to a merger with NationsBank, which was by this time the parent company of rival technology investment banking boutique Montgomery Securities.
Robertson Stephens was among the "Four Horsemen" firms devoted to technology deals in Silicon Valley along with Hambrecht & Quist, Montgomery Securities and Alex Brown.
At the time of its closing in 2002, Robertson Stephens was the only one of the Four Horsemen remaining as an independent, operating firm in the aftermath of the bursting of the dot-com bubble.
[6] In 2018, Robertson Stephens Wealth Management relaunched its operations with financial support from Long Arc Capital, with offices in San Francisco and New York.
[7] Robertson Stephens comes under new management with CEO Raj Bhattacharyya, CIO Stuart Katz, CFO David Westbrook, COO Vikram Chugh and CCO Michael Curley.
[13] In 2019, Robertson Stephens Wealth Management added offices in Sun Valley, Idaho and Holmdel, New Jersey by business acquisitions.
As of December 2021, the firm has 62 employees and over $3.9 billion in client assets with twelve offices in San Francisco, Marin County, Santa Rosa & Pasadena, New York, Sun Valley & Boise, Holmdel, Austin & Houston, Seattle, and Denver.