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 .
Keywords
- high-net-worth clients
- fiduciary relationship
- RIA
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