Individual RIA Firm Leaders
| Chief Technology Officer of the Year
Vikram’s passion and commitment to technology has led to building an innovative digital platform as well as enhancing the overall wealth management experience for both clients and advisors. Vikram has been instrumental in shaping the digital offering for the firm since its inception in 2018. He designed the firm’s technology stack to include the interactions and workflows across the organization, including advisors, investments, operations, marketing and business development teams as well as the requirements of clients. To service clients at the highest level, he fosters partnerships with market leaders as well as innovative startups to build a unique Robertson Stephens offering. His technology vision has not only made the firm attractive to potential advisors and clients, but also raised the profile of the firm in the wealth management industry.