Steve Robertson

Strategic Advisor

Steve Robertson served as Chief Financial Officer of Intapp from 2016 through August 7, 2023. Prior to joining Intapp, he served as Chief Financial Officer of Axiom Law. Previously, Robertson served as Chief Financial Officer at RMS, Colo.com, and InsWeb, a publicly traded online insurance marketplace. Prior to these roles, Robertson spent 12 years in investment banking at Salomon Brothers, Alex. Brown & Sons, Smith Barney, and Lehman Brothers. He earned his bachelor’s degree in History from Princeton University and his MBA from the Stanford Graduate School of Business.