Ratio Wealth Group
Ratio Wealth Group is a Denver-based private financial services firm founded in 2012, providing estate planning, retirement, risk management, and asset management services to individual clients through a small team of 1-10 employees.
- Company typePrivate
- Founded2012
- HeadquartersDenver, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Ratio Wealth Group does
Ratio Wealth Group is a private, for-profit financial services firm headquartered in Denver, Colorado, United States. Founded in 2012, the firm provides a holistic suite of personal financial services spanning estate planning, retirement planning, risk management, and asset management to individual clients. Per its firmographic profile, the company operates with a small team of 1-10 employees and maintains a single physical location in Denver, suggesting a boutique advisory practice model rather than a multi-office enterprise.
The service mix — covering end-of-life planning, retirement readiness, risk mitigation, and ongoing investment management — is consistent with a comprehensive financial planning offering typically delivered by a registered investment advisor (RIA) or multi-licensed advisor. Such a model generally relies on fee-based revenue streams (e.g., AUM-based fees, flat planning fees, or hourly retainers), though no pricing model, fee schedule, or revenue mechanics are disclosed in the available input. The lack of disclosed customer segments, AUM, advisor count, funding history, or technology stack means the firm's exact operating model cannot be triangulated from the data provided.
The available input is materially limited: no detailed product information, partnerships, leadership team, regulatory disclosures, financial performance, marketing footprint, or growth metrics are supplied for Ratio Wealth Group beyond the firmographic header. The detailed structured source material that accompanies the firmographic block describes a different, larger entity (Robertson Stephens Wealth Management, LLC, headquartered in San Francisco with advisors across 14 U.S. states), and that content should not be conflated with Ratio Wealth Group. As a result, this analysis reflects only what is directly attributable to Ratio Wealth Group from the input and should be revisited if additional primary-source data becomes available.
Ratio Wealth Group firmographics
Firmographics- Name
- Ratio Wealth Group
- Legal name
- Robertson Stephens Wealth Management, LLC
- Website
- https://ratiowealthgroup.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Ratio Wealth Group is a Denver-based private financial services firm founded in 2012, providing estate planning, retirement, risk management, and asset management services to individual clients through a small team of 1-10 employees.
- Ownership category
- akta.pro rank
Ratio Wealth Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Ratio Wealth Group is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Ratio Wealth Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Fee-based wealth management services including financial planning, investment management, and fiduciary advisory services for high-net-worth individuals
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Ratio Wealth Group product offering
Product offeringCore offering
Ratio Wealth Group is a private Denver-based financial services firm offering estate planning, retirement planning, risk management, and asset management services to its clients. The firm operates with a small team (1-10 employees) and delivers personalized financial planning and advisory services in the United States.
Product overview
Robertson Stephens offers a unified wealth management platform with integrated digital solutions. The core platform provides real-time financial access, custom dashboards, and detailed reporting, complemented by four key service pillars: Independent Fiduciary guidance, Wealth Planning, Investments, and Digital Solutions. These components work together to deliver personalized wealth management to high-net-worth individuals across 14 U.S. states.
Differentiator
Problem solved
Functional benefit
Products and services
- Estate Planning
- Retirement Planning
- Risk Management
- Asset Management
Companies that use Ratio Wealth Group
Customer profileSegments1 record
Ideal customer profiles1 record
Ratio Wealth Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Ratio Wealth Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- AddeparcoreRobertson Stephens uses Addepar as its portfolio management and reporting platform, providing clients with secure real-time access to their full financial picture, custom dashboards, and detailed investment reporting.
Scale indicators1 record
Ratio Wealth Group competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large independent RIA serving HNW and UHNW clients with fee-based wealth management, financial planning, and proprietary technology — direct competitor in the same product/market segment as Robertson Stephens.
- Mariner Wealth Advisors: Independent RIA and wealth advisory firm with a national advisor network serving HNW individuals and families — directly comparable in scale and advisor-led distribution model.
- Hightower Advisors: National RIA platform serving HNW clients with fiduciary wealth management, financial planning, and advisor-led service — a near-direct peer in business model and target segment.
- Edelman Financial Engines: Large RIA combining advisor-led wealth management with digital financial planning for HNW households — competes directly in the HNW advisor-supported wealth management segment.
- Carson Group: Advisor-led RIA platform supporting independent financial advisors serving HNW clients with wealth management, financial planning, and technology tooling — a comparable advisor-network model.
- Cresset Capital: Independent multi-family office and RIA focused on UHNW/HNW families with fiduciary wealth advisory and integrated digital solutions — closely comparable in service pillars and target client profile.
- Cerity Partners: Independent fee-only RIA providing wealth management, financial planning, and institutional consulting to HNW families and institutions — operates with a comparable four-pillar service model.
- Buckingham Strategic Wealth: Independent RIA network providing fiduciary wealth management and financial planning to HNW individuals — operates a similar advisor-led, fee-based model with multiple office locations.
Broad incumbents
- Focus Financial Partners: Public partnership of independent RIAs providing back-office, technology, and capital support to affiliated advisory firms — a structural competitor and an incumbent consolidator of independent wealth firms like Robertson Stephens.
Emerging players
- Merit Financial Advisors: Growing independent RIA network supporting breakaway advisors in building HNW wealth management practices — competing for the same advisor-talent pool and HNW end clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Ratio Wealth Group social profiles
Digital presenceRatio Wealth Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ratio Wealth Group leadership team
Management profileNumber of profiles
Ratio Wealth Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ratio Wealth Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ratio Wealth Group
What does Ratio Wealth Group do?
Ratio Wealth Group is a private Denver-based financial services firm offering estate planning, retirement planning, risk management, and asset management services to its clients. The firm operates with a small team (1-10 employees) and delivers personalized financial planning and advisory services in the United States.
Is Ratio Wealth Group a public or private company?
Ratio Wealth Group is a private company. It is classified as unknown and is currently operating.
When was Ratio Wealth Group founded?
Ratio Wealth Group was founded in 2012. It employs 1 to 10 people.
Where is Ratio Wealth Group based?
Ratio Wealth Group is headquartered in Denver, United States, in the North America region.
How does Ratio Wealth Group make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Ratio Wealth Group's main competitors?
Direct peers on record are Creative Planning, Mariner Wealth Advisors, Hightower Advisors, Edelman Financial Engines, Carson Group, Cresset Capital, Cerity Partners and Buckingham Strategic Wealth. Focus Financial Partners is listed as a broad incumbent. Merit Financial Advisors is listed as an emerging player.
Does Ratio Wealth Group have an API?
No public API is recorded for Ratio Wealth Group.
What industry is Ratio Wealth Group in?
Ratio Wealth Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.