RPM Risk & Portfolio Management

What RPM Risk & Portfolio Management does

RPM Risk & Portfolio Management AB is a privately held Swedish investment advisory firm registered in Stockholm (company registration no. 556254-9039) and authorised and regulated by the Swedish Financial Supervisory Authority (Finansinspektionen). The firm provides investment advisory services together with performance reporting that includes estimated valuations and net asset values for financial instruments held in client portfolios. According to the available source material, RPM has been in continuous operation since at least the mid-1990s and employs between 11 and 50 people.

The firm's service is delivered through a gated web portal at rpm.se (with related web presence at rpminvestments.se) that requires username-and-password authentication. Client access is deliberately restricted: the platform is available only to professional clients, eligible counterparties, and qualified investors, and excludes US persons per its jurisdictional terms of use. The client base spans institutional investors such as pension funds and supervised insurance undertakings, eligible counterparties, and high net worth individuals with written asset management agreements. No modular product suite, mobile app, API, SDK, or third-party integrations are disclosed; the offering is concentrated in advisory mandates and recurring performance reporting.

The business model is a relationship-based, direct-distribution model with subscription/recurring advisory and reporting fees, no public pricing and no retail channel. There is no disclosed venture or private equity backing, no parent or subsidiary entities, no partnerships or alliances, and no M&A activity in the input data. The website Terms of Use explicitly disclaim investment advice and emphasise that RPM does not solicit investments through the site, positioning the firm as a fiduciary-style advisor to a narrow, regulated institutional client base.

Name

RPM Risk & Portfolio Management

Legal name

RPM Risk & Portfolio Management AB

Website

https://rpm.se

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Short description

RPM Risk & Portfolio Management AB is a Stockholm-based, Finansinspektionen-regulated investment advisory firm that provides portfolio management and performance reporting services exclusively to professional clients, eligible counterparties, and qualified investors in Sweden.

Ownership category

akta.pro rank

Headquarters

HQ city

Stockholm

HQ country

Sweden

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Advisory and Portfolio Management Services: RPM Risk & Portfolio Management AB provides investment advisory services and manages performance reports for professional clients. Revenue is generated through investment management and advisory fees charged to institutional clients, eligible counterparties, and qualified investors. The firm is authorized and regulated by the Swedish Financial Supervisory Authority (Finansinspektionen) and serves entities required to be authorized or regulated to operate in financial markets.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

RPM Risk & Portfolio Management AB provides investment advisory and portfolio risk management services to professional clients, eligible counterparties, and qualified investors in Sweden. The firm delivers performance reports — based on internally calculated estimated valuations and net asset values — through a secure, account-based web portal accessible only after registration and login. The firm is authorized and regulated by the Swedish Financial Supervisory Authority (Finansinspektionen).

Product overview

RPM Risk & Portfolio Management AB provides financial reporting and investment advisory services primarily for professional clients and eligible counterparties. The company operates a secure client portal (rpm.se) where authenticated users can access performance reports containing estimated valuations and net asset values. The offering appears to be a web-based reporting platform rather than a modular product suite.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services Professional investment advisory services for institutional clients, eligible counterparties, and qualified investors, covering portfolio risk management and investment decision support for financial instruments.
• Performance Reporting Service Gated, web-based performance reports containing RPM-calculated estimated valuations and net asset values, delivered to authenticated professional clients via the rpm.se portal for informational purposes only.

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights4 records

Direct peers

• Brummer & Partners: Swedish investment management firm offering multi-strategy and long/short mandates to institutional and qualified investors. Directly comparable as a regulated, Stockholm-based Swedish advisor serving professional clients.
• Lynx Asset Management: Stockholm-based systematic investment manager serving institutional clients globally. Comparable as a Swedish regulated advisor targeting professional investors with portfolio management and risk-focused mandates.
• Rhenman & Partners Asset Management: Stockholm-based asset manager focused on long/short equity mandates for institutional investors. Comparable as a Nordic regulated advisor serving professional clients with portfolio management and risk oversight.
• IPM Informed Portfolio Management: Swedish systematic macro manager serving institutional clients from Stockholm. Comparable in regulated status, Swedish domicile, institutional client focus, and risk/portfolio management mandate.

Broad incumbents

• BlackRock: World's largest asset manager with broad institutional portfolio and risk management offerings. Comparable in institutional portfolio management, risk reporting, and serving pension funds and professional investors.
• Northern Trust Asset Management: Global asset servicer and manager with strong pension fund and institutional client base, including risk and performance reporting. Comparable in institutional-grade portfolio oversight and reporting for professional investors.
• Catella AB: Stockholm-listed Swedish financial services group with asset management operations serving institutional and professional clients. Comparable in regulated Swedish asset management for institutional investors.

Regional players

• Carnegie Fonder: Swedish asset management arm of Carnegie Group, offering active funds and discretionary mandates to institutional and retail clients. Comparable in Swedish regulated status and institutional service orientation.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RPM Risk & Portfolio Management