Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens

About this episode

In this episode, Raj Bhattacharyya discusses building a wealth management tech stack from scratch.

The post Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens appeared first on and was written by Elana Iskowitz . Meet Our Guest This episode features Raj Bhattacharyya, CEO of Robertson Stephens — a $9B national RIA built on the premise that high-net-worth clients deserve the resources of a large wirehouse alongside a true fiduciary relationship. Raj joined Robertson Stephens in 2020 after founding YY Capital, an early-stage fintech investor, and brings a rare dual […] The post Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens appeared first on and was written by Elana Iskowitz .

People in this episode

Guest: Raj Bhattacharyya

Topics covered

• Wealth Management
• Technology
• Fintech

Keywords

• high-net-worth clients
• fiduciary relationship
• RIA

Mentioned in this episode

Products: YY Capital, Robertson Stephens

Books & works: Building a Best-of-Breed Wealth Management Tech Stack, Ep. 338:, Meet Our Guest, Ep. 338: Building a Best-of-Breed

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