About

RobustWealth is a digital wealth management platform built by and for investment advisors, and engineered to satisfy their unique needs. It integrates previously modular features into one seamless suite that advisors can leverage to optimize their practice on their clients’ behalf. The easy-to-use technology is delivered in a completely private-labeled environment, customized to the advisor’s brand.

Founding Team

Founders
Mike Kerins, Founder
Mike managed an investment team at Franklin Templeton with a global portfolio of $40B of assets, including research for spanning strategic and tactical asset allocation, portfolio construction, target date strategies and liquid alternatives.

Rick Frisbie, CEO
Rick is a long time veteran of Franklin Templeton where he was an EVP for the multi-asset and alternative businesses, Chief Administrative Officer, and President of the Retirement Division.

Milestones

Founded in 2016.

2016: launched beta of the product
2017: commercial release, quickly adding hundreds of millions to the platform

The Initial Sprout

Demonstrated advanced robo management software, early customer engagement

Partner
Larry Marcus

Year Partnered
2016

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