RISR
- Company typePrivate
- Founded2024
- HeadquartersBerwyn, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
RISR firmographics
Firmographics- Name
- RISR
- Legal name
- RISR, Inc.
- Website
- https://risr.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
RISR industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Software Publishers (513210), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
Keywords
Where RISR is headquartered
LocationHeadquarters
- HQ city
- Berwyn
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
RISR business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription - Individual Advisors: Monthly subscription at $350 per month for individual financial advisors, providing access to the full business owner engagement platform including valuation, succession planning, risk management, and AI document analysis tools.
- SaaS Subscription - Advisory Firms: Annual subscription at $15,000 per year for advisory firms, providing platform access for all advisors within the firm. The AI document analysis module is included at no additional cost within existing subscriptions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Individual Advisor Monthly Subscription |
| Subscription | Annual | Advisory Firm Annual Subscription |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
RISR product offering
Product offeringCore offering
RISR provides a SaaS business owner engagement platform for financial advisors, combining AI-powered data capture, business valuation using EBITDA/revenue multiples, succession and exit planning, wealth and retirement integration, and risk management including AI-driven analysis of buy-sell agreements and insurance policies. The platform delivers branded client-ready reports and is sold via individual advisor subscriptions ($350/month) and firm-wide subscriptions ($15,000/year).
Product overview
RISR offers a unified business owner engagement platform for financial advisors, consisting of six integrated modules: Business Valuation, Wealth & Retirement Planning, Succession & Exit Planning, Risk Management, Client-ready Deliverables, and Discovery & Data Capture. The platform provides AI-powered tools for advisors to engage business owner clients, including a recently launched AI Document Analysis Module (May 2026) and an announced Tax Planning Module. The core value proposition integrates business valuation, financial planning, and succession/exit planning capabilities into a cohesive workflow, enabling advisors to deliver comprehensive planning services without specialist expertise. Pricing is $350 per month for individual advisors or included in firm subscriptions at $15,000 annually.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Valuation Estimates business valuation in minutes using industry benchmarks and market approach methodologies (EBITDA and revenue multiples), providing advisors with valuation reports to use as a lead-in to deeper planning conversations with business owners.
- Wealth & Retirement Planning Shows business owners how their business fits into their personal financial plan, helping align business performance with personal retirement goals and wealth planning.
- Succession & Exit Planning Builds trust before the exit by helping advisors guide business owners through succession and exit planning without requiring specialist expertise.
- Risk Management Uncovers hidden risks to help owners protect their business wealth, including AI-powered document analysis for buy-sell agreements and insurance policies.
- Client-ready Deliverables Generates branded reports including business valuation reports, succession and exit plans, business wealth reports, and business risk reports that deliver immediate and tangible value to business owners.
- Discovery & Data Capture AI data capture technology that makes capturing business data seamless, extracting tax return data and other business information for analysis.
- AI Document Analysis Module AI-powered document analysis and risk management module that analyzes buy-sell agreements, insurance policies, and other legal documents to identify ownership transfer and valuation risks. Beta-tested with select RIAs, broker-dealers, and insurance companies including Allworth, Carson Wealth, and Integrated Partners.
Quantifiable outcome
- 57% of business owners lack protection in the event of death, disability, or dispute - creating significant market opportunity
- +4 more outcomes
Companies that use RISR
Customer profileNamed customers8 records
Segments4 records
Ideal customer profiles4 records
RISR technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability5 records
Feature5 records
RISR partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and major.
- Allworth FinancialcoreRISR announced a strategic partnership with Allworth Financial, a national RIA managing approximately $34 billion in assets under management. Through this collaboration, Allworth advisors leverage RISR's business owner planning technology through a unified dashboard to help entrepreneurs navigate growth, valuation, succession, and exit planning. The partnership addresses the accelerating demand for coordinated business and financial planning as business owners increasingly approach retirement.
- Carson WealthmajorCarson Wealth, a prominent advisory firm, has adopted RISR's AI document analysis module as part of their technology platform, enabling their advisors to provide enhanced risk analysis services to business owner clients.
- Integrated PartnersmajorIntegrated Partners, an advisory firm, has adopted RISR's platform for business owner planning services, integrating the technology into their advisory workflow to better serve business owner clients.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
RISR competitors and assessment
Company assessmentEmerging players
- Income Lab: Retirement income planning software for advisors. Adjacent to RISR's wealth/retirement planning module and serves a similar advisor buyer, but narrower in scope.
Broad incumbents
- MoneyGuidePro: Long-standing financial planning platform for advisors used by thousands of firms. Targets a similar advisor buyer as RISR and competes for the same financial planning workflow, though it does not focus on business owner–specific modules.
- Orion Advisor Tech: Large-scale wealthtech platform offering portfolio accounting, CRM, and planning tools to RIAs and broker-dealers. Competes for enterprise technology budgets at the same large firms where RISR is winning partnerships like Allworth.
Direct peers
- Vanilla: Planning-focused SaaS for RIAs with a modern UX and subscription pricing. Competes with RISR for the same mid-market advisor segment and is often evaluated alongside advisor-first planning platforms.
- RightCapital: Financial planning SaaS for financial advisors, offering goal planning, retirement projections, and tax planning. Highly comparable to RISR as an advisor-facing planning platform with subscription pricing; overlaps with RISR's wealth/retirement planning module.
- Canopy: Practice management and document/data aggregation platform for accounting and financial advisory firms. Comparable as an AI-enabled, advisor-facing SaaS that pulls in client documents and tax data, similar to RISR's data capture and document analysis modules.
- BizEquity: Cloud-based business valuation platform used by advisors, banks, and business owners. Most directly comparable to RISR's Business Valuation module and the core 'business owner engagement' wedge.
- Holistiplan: AI-powered tax planning software for financial advisors. Directly comparable to RISR's planned Tax Planning Module and AI strategy; also a SaaS sold to advisors with individual subscription pricing.
- NewRetirement: Retirement and financial planning platform with a business owner focus, serving both consumers and advisors. Closely comparable to RISR's wealth/retirement and succession planning workflows for the business owner segment.
Others
- eMoney Advisor: Fidelity-owned financial planning platform for RIAs and broker-dealers. Comparable as a full-suite advisor planning tool; while broader than RISR, it competes for the same enterprise planning RFPs and budget.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
RISR social profiles
Digital presenceRISR financial estimates
Financial estimateRevenue estimate
Valuation estimate
RISR leadership team
Management profileNumber of profiles
Profiles1 record
RISR funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RISR M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RISR
What does RISR do?
RISR provides a SaaS business owner engagement platform for financial advisors, combining AI-powered data capture, business valuation using EBITDA/revenue multiples, succession and exit planning, wealth and retirement integration, and risk management including AI-driven analysis of buy-sell agreements and insurance policies. The platform delivers branded client-ready reports and is sold via individual advisor subscriptions ($350/month) and firm-wide subscriptions ($15,000/year).
Is RISR a public or private company?
RISR is a private company. It is classified as venture growth investor backed and is currently operating.
When was RISR founded?
RISR was founded in 2024. It employs 1 to 10 people.
Where is RISR based?
RISR is headquartered in Berwyn, United States, in the North America region.
How does RISR make money?
Two revenue lines are on record. SaaS Subscription - Individual Advisors are the primary driver. The others are saaS Subscription - Advisory Firms.
Who are RISR's main competitors?
Income Lab is listed as an emerging player. Broad incumbents are MoneyGuidePro and Orion Advisor Tech. Direct peers are Vanilla, RightCapital, Canopy, BizEquity, Holistiplan and NewRetirement. eMoney Advisor is listed as an others.
Does RISR have an API?
No public API is recorded for RISR.
What industry is RISR in?
RISR's product category is Wealth Management Software. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes). Its NAICS code is 513210 and its SIC code is 6282.