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Key people at RobustWealth.
RobustWealth provides a comprehensive digital wealth management platform engineered specifically for investment advisors. The platform integrates digital advice capabilities, advanced goal-based investment tools, and streamlined client onboarding processes. It offers a sophisticated, unified technology suite designed to support financial professionals in managing and growing their advisory practices efficiently.
The company was conceived from a direct understanding of the evolving technological demands within the financial advisory sector. Its founders identified a need for an integrated system that could centralize various advisor functions, moving beyond fragmented solutions to deliver a cohesive digital experience. This insight drove the development of a platform built to meet the unique operational requirements of investment advisors.
RobustWealth’s primary customers are independent investment advisors seeking to enhance their service offerings and operational scale. The platform empowers these professionals to provide sophisticated digital solutions to their clients, fostering stronger engagement and clearer financial planning. Its overarching vision is to deliver an end-to-end wealth management ecosystem that drives efficiency and innovation for the advisory community.
Key people at RobustWealth.
RobustWealth is a fintech company that builds a digital wealth management platform designed specifically for investment advisors, integrating modular features into a seamless, white-labeled suite for client onboarding, goal-based investing, portfolio management, and branded financial advice delivery.[1][2][3] It serves registered investment advisors (RIAs), RIA aggregators, and wealth managers by solving fragmented tech challenges in wealth tech, enabling efficient, customized advisory services amid rising demand for digital tools.[1][3] Founded in 2016 (with some sources noting 2015), the company raised $7.49M before being acquired by Principal Financial Group, boosting its growth in the competitive wealth tech space.[1][3][4]
RobustWealth was founded by Mike Kerins, who continues as CEO post-acquisition, with headquarters in Lambertville, New Jersey, and offices in Denver and San Francisco.[3][4] Emerging around 2015-2016 amid the wealth tech boom, the idea stemmed from advisors' need for integrated, advisor-centric tools rather than disjointed modular solutions, leading to early traction like partnerships with XY Planning Network for its digital platform.[1][6] By 2017, it showed strong momentum with over 25 employees, mostly local from New Hope and Lambertville, and grew to 51-200 staff across continents before Principal's acquisition enhanced its scale with access to 16 million global customers.[2][3][5]
RobustWealth rides the wealth tech trend of digitizing advisor-client interactions, addressing modular tech silos as retail and advisor demand for scalable, tech-enabled wealth management surges.[1][3] Timing aligns with post-2020 digital acceleration in finance, fueled by remote advising needs and RIA growth, where market forces like regulatory pressures and client personalization favor integrated platforms over legacy systems.[1][7] It influences the ecosystem by empowering RIAs with efficient tools, competing with players like Vise and Marstone, and amplifying Principal's hybrid human-tech model for broader adoption.[1][3]
RobustWealth's Principal backing positions it for expanded RIA adoption, likely integrating deeper AI-driven insights and global scaling to capture more of the $100T+ wealth management market. Trends like hyper-personalized investing and embedded finance will shape its path, evolving its influence from niche advisor tool to core infrastructure for hybrid advisory models. This builds on its advisor-first foundation, solidifying its edge in a consolidating wealth tech landscape.[1][3]
