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Tagged: fiduciary
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Fintech · Ai · Saas
Uprise - Embedded Tax and Advisory
Uprise is a San Francisco fintech that embeds full-service tax filing and financial advisory into the SaaS platforms small business owners already use. Its model pairs AI-generated first drafts with review from Certified Financial Planners and tax professionals held to a fiduciary standard, letting partners like Rippling, Carry, Heard and HoneyBook launch white-labeled, premium tax-and-advisory services in weeks rather than years.
embedded finance · tax planningRead →
Executive · Investor · Founder
Raj Bhattacharyya
Raj Bhattacharyya is the CEO and Board Member of Robertson Stephens Wealth Management, a national registered investment advisor he has helped scale from $1.5 billion to $7.1 billion in assets under management since taking the helm in 2020. A Harvard-trained computer scientist turned three-decade Wall Street veteran, he brings rare fluency in both quantitative finance and enterprise technology to the RIA sector, where he is building what he calls a 'best-of-breed' wealth management platform. Before Robertson Stephens, he spent 17 years at Deutsche Bank leading FX and Latin American Markets businesses, plus stints at Merrill Lynch and Goldman Sachs, and founded early-stage fintech firm YY Capital.
wealth management · riaRead →
Fintech · Enterprise
Robertson Stephens
Robertson Stephens Wealth Management is an independent, fiduciary registered investment adviser headquartered in San Francisco. Reborn in 2018 from the iconic dot-com-era investment bank, the firm now manages roughly $8 billion in assets for high-net-worth families and institutions across 13 states, blending personalized advisory with a modern digital client interface.
wealth-management · fintechRead →
Fintech · Consumer · Saas
True Link
True Link is a San Francisco fintech that builds banking, prepaid cards, and trust-administration tools for people the financial system tends to forget: aging adults, people with disabilities, those in recovery, and the family members and professional fiduciaries who manage their money. Co-founded in 2012 by Kai Stinchcombe and Claire McDonnell after Stinchcombe watched his grandmother lose her savings to telemarketers, the company now serves more than 250,000 families and 300+ nonprofits.
fintech · elder-careRead →