# Robertson Stephens — Reinventing Wealth

> Mobile app for accessing and managing wealth, investments, and financial plans. (iPhone/iPad app by Circleblack Inc..)

- Source: https://appshunter.io/ios/app/robertson-stephens/id1579092070 (this page in markdown: same URL + `.md`)
- Developer: [Circleblack Inc.](https://appshunter.io/developer/953900374)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 10.0 · 14 MB
- Languages: English
- Released: 2021-09-25
- Data updated: 2026-06-13
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/robertson-stephens/id1579092070/reviews.md

## What is Robertson Stephens?

Access your wealth, including your investments and financial plan, using the Robertson Stephens Mobile App anytime, anywhere.

Wealth has a unique meaning for all of us, whether you’re an entrepreneur, business owner, executive, family office or institution.  It could mean accumulating wealth for your goals and aspirations, preserving your wealth for future generations, or distributing your wealth as your legacy. At Robertson Stephens, we are committed to being your partner on your financial journey with integrity, transparency, collaboration, and innovation as our core values that drive us to provide you with the best possible solutions.  Your experience is of utmost importance to us, and we solve your needs and goals with comprehensive planning, investment, and technology solutions all within a fiduciary relationship.

Keep Track of Your Accounts and Key Documents
-  Monitor current investment account balances, position details, and transaction history
-  View key metrics for asset allocation, performance, and risk
-  Access reports and other documents provided by your Robertson Stephens wealth manager

Receive Market Updates and Insights
-  Be notified of any changes to your portfolio or financial plan
-  Get alerts for key news articles and market updates
-  Read our insights, providing you with actionable tasks to help achieve your financial goals

Security is our top priority
-  Know that your financial information is encrypted and protected
-  Access your accounts through the latest identification technology, like Touch ID or Face ID
-  View contact details and safely communicate with your Robertson Stephens wealth team 

Disclosures

Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Information is compiled from sources believed to be reliable, but Robertson Stephens does not guarantee its accuracy or completeness. You are encouraged to compare your Robertson Stephens account information with the information contained on the statement from the custodian for your account for the corresponding time period. Please contact us or the account custodian with any questions you may have. Also, please notify us promptly if you do not receive statements on all accounts from the custodian on at least a quarterly basis. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. © 2021 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere

## Key features

- Monitor investment account balances and transaction history
- View asset allocation, performance, and risk metrics
- Access reports and key documents
- Receive market updates and insights
- Get portfolio and financial plan notifications
- Secure access with Touch ID/Face ID


## Frequently asked questions about Robertson Stephens

### How secure is Robertson Stephens?

Security is a top priority for Robertson Stephens. Your financial information is encrypted and protected. You can access your accounts using the latest identification technology like Touch ID or Face ID for enhanced security.

### What kind of financial information can I track with Robertson Stephens?

You can monitor current investment account balances, position details, and transaction history. The app also allows you to view key metrics for asset allocation, performance, and risk.

### Does Robertson Stephens provide market updates?

Yes, Robertson Stephens provides market updates and insights. You will be notified of any changes to your portfolio or financial plan, and receive alerts for key news articles and market updates.

### Can I communicate with my wealth team through Robertson Stephens?

Yes, you can view contact details and safely communicate with your Robertson Stephens wealth team directly through the app. This ensures a secure and convenient way to stay in touch.

### What devices is Robertson Stephens available on?

Robertson Stephens is available on iPhone, iPad, and iPod. It is designed to provide seamless access across Apple devices.

### How often is Robertson Stephens updated?

Robertson Stephens was last updated on November 22, 2023, with version 23.3.0. This indicates regular updates to improve functionality and security.

### What is the user rating for Robertson Stephens?

Robertson Stephens has a perfect rating of 5.0 stars based on 1 rating. This suggests a highly positive user experience among its current users.

### Does Robertson Stephens have ads?

Robertson Stephens is ad-free. The application does not contain advertisements, allowing for an uninterrupted user experience focused on financial management.

## Version history (last 5 releases)

### 23.3.0 — 2023-11-22

Push Notifications:
- When the Robertson Stephens platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app.
- Clicking the notification will take the client into the Robertson Stephens mobile app.
- Push notifications can be toggled on and off in the app’s settings.

### 2.10.0 — 2023-07-06

- Bug fixes

### 2.9.0 — 2022-05-08

Updated our external account aggregation flow, creating a better experience to bring in outside accounts.

### 2.2.2.1 — 2021-12-10

Updated brand icons and images

### 2.2.2 — 2021-10-06

- Updated Risk Management tile Description and Button
- Updated Financial Planning tile Description and Button
- Bug Fixes and App Performance Enhancements

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## More apps by Circleblack Inc.

- [CircleBlack Investor](https://appshunter.io/ios/app/circleblack-investor/id953900375)
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All apps by Circleblack Inc.: https://appshunter.io/developer/953900374

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-13.*