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Tagged: ria

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Company

Ai · Fintech · Saas

Nevis

Nevis is a New York-based startup building the first unified AI platform for wealth management. Founded in 2024 by three former Revolut leaders, it automates the back-office work that eats up to 80% of a financial advisor's day - meeting prep, client follow-ups, account opening and ongoing service - so advisors can spend their time with clients instead of paperwork. The company emerged from stealth in December 2025 with $40M in total funding from Sequoia, ICONIQ and Ribbit Capital, and already supports RIAs managing more than $50 billion in assets.

ai · fintechRead →

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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 →

Company

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 →

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Executive · Operator · Investor

Ryan VanGorder

Ryan VanGorder is the CEO of Opto Investments, a private-markets platform for wealth managers co-founded by Joe Lonsdale and backed by 8VC. A former BlackRock managing director who spent his early career at Seattle hedge-fund-of-funds Quellos, he is also a veteran adventure racer who has competed in more than thirty multi-day expedition races and once survived heat stroke in the Utah desert at 126 degrees.

opto investments · private marketsRead →