One Year Later: RobustWealth and Principal #ClimbOn

Last summer, Principal Financial Group® completed the acquisition of our company, RobustWealth®. Since then, we’ve accomplished a lot together and we’re excited for the long runway ahead of us. To celebrate the first year of our relationship in the books, we’d like to recap just how far we’ve come since last year.

Sweeping growth

Principal’s investment and belief in our mission gave us the power to grow various aspects of our business. Our footprint has increased dramatically, following a striking office renovation and an additional 9,000 square feet in our Lambertville, New Jersey headquarters. We’ve also welcomed new coworkers in a number of locations across the globe, including Seattle, Washington; Denver, Colorado; Des Moines, Iowa; and Pune, India.

This additional space has allowed us to nearly quadruple in size within the last year, adding valuable talent in key aspects of our business. Our product and engineering teams are stronger than ever before, working tirelessly to crank out innovative and best-in-class products for our customers.

With more team members and new relationships within Principal comes enhanced collaboration. We’ve aligned closely with the Principal Advisor Services team and the Principal Global Investors team in particular to develop valuable products for advisors and enterprises alike.

Our aligned values and family-first attitude have allowed us to come together seamlessly, with little to no interruption to our clients. That’s pretty sweet, if you ask us.

The best is yet to come

Even with all of the change we’ve had in the past year, this partnership has given us the ability to grow quickly and remain agile – and we don’t plan on slowing down anytime soon.

The financial technology industry as a whole is constantly evolving, and we aim to stay ahead of the game in order to better serve our customers. Speed, accessibility, and personalization are just a few of the many elements our clients truly value. We continue to reach our goals and satisfy these needs by going above and beyond consumer demands and expectations. We strive to be champions in our field because we are able to provide clear access and visibility to wealth management professionals. In return, we help advisors help individuals manage their financial lives.

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