Riskalyze

Riskalyze

Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations, and quantify suitability. Riskalyze provides its technology to licensed investment advisors in the United States, who use it to capture risk tolerance and quantify suitability for their clients.

Total funding
~$27M
HQ 🇺🇸
Auburn, United States
Year founded
2011
Status
Alive
People
Aaron Klein
Founder, Chief Executive Officer
Matt Pistone
Founder, Chief Technology Officer
Micaela Barraza
Senior Vice President
Justin Boatman
Senior Vice President
Bob Dimicco
Senior Vice President
Duncan Powell
Chief Financial Officer
Drew DiMarino
Executive Vice President
Investors
Paycheck Protection Program
FTV Capital
Categories
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