Riskalyze operates a risk alignment platform that allows investment advisors to capture a quantitative measurement of client risk tolerance. The platform uses its data to attract new clients, capture and meet their expectations, and quantify suitability.
PRODUCTS & SERVICES:
The company provides platform for measurement of client risk tolerance.
Helps clients to find their risk tolerance and in quantifying the suitability.
Viewable by subscribers only
Investment Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms
Securities America, Redtail, Private Advisor Group, eMoney, Independent Advisor Alliance, TradeWarrior, Orion Advisor Services, NEXT, CLS - business partner to provide better access to their customers.
Risk Management & Portfolio Analysis Services for RIAs, Advisory Firms, Brokerage firms, Asset Management firms, Banks & Other Institutions, Real-Time Wealth Management Enterprise Service, Compliance Cloud for Big data compliance analytics for BDs and large RIAs, Autopilot for Automated Asset Managment.
Aaron Klein, Matt Pistone
Board Members and Advisors:
Barry Ritholtz, Ryan Shank, Andy Swan, Downtown Josh Brown, Aaron Klein, Michael McDaniel, Steve Ricketts
NUMBER OF EMPLOYEES:
VALUATION / MARKET CAP:
$14 MM in 2015
AUM (Asset Under Management)
SEED & PRIOR FUNDING:
SEED CLOSED ON:
SEED PRIOR FUNDING COMMENT:
Raise Venture funding of $200K in Jan 2012, $200K in Apr 2014 and $2.1M in Jan 2015