Rob Santos

Managing Director @Arrowroot Advisors

Santa Monica, CA, US
EMAILS
r•••@arrowrootfamilyoffice.com
MOBILE NUMBERS
+12•••••••12

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WORK HISTORY

Jul 2013 — Present

Managing Director @Arrowroot Advisors

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Santa Monica, CA, US

As an advisory firm focused on Software-as-a-Service (SaaS) and Web-enabled businesses, we bring a specific knowledge-base and network to our clients. We do not concentrate on a certain industry, but are business model focused. Specifically, we concentrate on recurring revenue businesses with subscription or transaction based pricing models. We leverage our deep industry domain insight, positioning expertise and execution prowess to deliver superior results for our clients. Collectively, Arrowroot Partners leverages its industry, network and deal expertise to advise entrepreneurs and investors.

EDUCATION

N/A

UCLA

Bachelor of Arts

SKILLS

InvestmentsAsset ManagementValuationWealth ManagementHedge FundsEquitiesAlternative InvestmentsPrivate EquityFixed IncomeFinancial ModelingBloombergCapital MarketsStart-UpsEntrepreneurshipFinancial Analysis

ABOUT ROB SANTOS

Robert Santos is a leading expert in family office management with over 20 years of experience providing holistic financial solutions to institutions, entrepreneurs, and multi-generational families. As the founder and CEO of Arrowroot Family Office, LLC, he has redefined wealth management through innovative strategies, technology integration, and personalized services. Rob’s extensive background spans wealth advisory, M&A, succession planning, and fund management, making him a trusted advisor to clients navigating complex financial landscapes.

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