visiWealth
visiWealth is a US-based wealth management content platform, founded in 2022, that curates a library of one-page visual concepts and key takeaways to help financial advisors explain tax, estate, retirement, and investment planning topics to clients through subscriptions, licensing, and industry partnerships.
- Company typePrivate
- Founded2022
- HeadquartersNewtown, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What visiWealth does
visiWealth, LLC is a US-based wealth management content platform founded in 2022 by Dr. Ross Riskin, operating from Newtown, Connecticut. The company curates and distributes a library of one-page visual concept explanations and key takeaways covering tax, estate, retirement, investment, and philanthropy planning, designed to help financial advisors communicate complex planning topics to clients during meetings and prospect interactions. Core products include a hosted Content Platform subscription (125+ visuals with monthly additions), a Content Licensing white-label offering (150+ concepts embeddable on a firm's own site), and a forthcoming Client Journeys product (2026) that delivers interactive, embeddable educational web journeys featuring subject-matter-expert video. A complementary Visionaries retreat builds community among 25 forward-thinking financial services professionals annually in Jackson Hole, Wyoming.
The business operates on a subscription and licensing revenue model. The standard Content Platform subscription is priced at $3,450 annually, with tiered pricing such as $1,950 annually for Focus Partners Advisor Solutions affiliates (up to 5 logins) and complimentary single-user access for AICPA PFP Section members. Content Licensing generates additional fees through white-label hosting, co-branding, and managed monthly content updates, with setup and service fees layered on. Go-to-market blends direct self-serve subscription, enterprise team access sales, white-label licensing, and channel partnerships with AICPA PFP Section, Focus Partners Advisor Solutions, the Investments & Wealth Institute, Blue Trust, and Zions Wealth. Named customers include Blue Trust (75+ advisor teams across 18 US offices advising on more than $52B) and the Focus Partners network of over 1,000 independent advisors.
visiWealth is a privately held, bootstrapped LLC with 1-10 employees and no disclosed external funding. The company is founder-led with Dr. Riskin serving as Chief Creative Officer, and the US-only operating footprint is reinforced by website access restricted to persons located in the United States. The platform is positioned in the AdvisorTech category of advice engagement, with early recognition from industry commentators Michael Kitces and Bob Veres.
visiWealth firmographics
Firmographics- Name
- visiWealth
- Legal name
- visiWealth, LLC
- Website
- https://visiwealth.org
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- visiWealth is a US-based wealth management content platform, founded in 2022, that curates a library of one-page visual concepts and key takeaways to help financial advisors explain tax, estate, retirement, and investment planning topics to clients through subscriptions, licensing, and industry partnerships.
- Ownership category
- akta.pro rank
visiWealth industry classification
Industry- Product category
- Financial Advisory Content Technology
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
- akta.pro secondary industries
- Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where visiWealth is headquartered
LocationHeadquarters
- HQ city
- Newtown
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
visiWealth business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Content Platform Subscription: Annual subscription model for access to curated visual content library hosted on visiWealth platform, with pricing based on firm size
- Content Licensing: Licensing fees for hosting and managing wealth management content on firm's internal site/platform, with co-branding and monthly content updates included
- Setup and Service Fees: Additional fees related to setup costs, co-branding requests, and other services as referenced in license agreements
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard annual subscription for content platform access |
| Subscription | Annual | Focus Partners preferred partner pricing with team access |
| Freemium | Annual | AICPA PFP Section complimentary member benefit |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels6 records
visiWealth product offering
Product offeringCore offering
visiWealth provides a curated visual content platform for financial advisors, offering a library of 125+ one-page wealth management concept visuals covering tax, estate, retirement, investment, and philanthropy planning. Advisors access the content via annual subscription or white-label license, co-brand visuals for client engagement, and benefit from monthly content updates. The platform is purpose-built to simplify complex financial planning concepts during advisor-client conversations.
Product overview
visiWealth is a wealth management content platform that provides visual educational resources to financial advisors. The core offering consists of two primary products: the Content Platform (a hosted subscription library with 125+ concept visuals) and Content Licensing (a white-label solution with 150+ concepts for internal site hosting). These are supplemented by Client Journeys, an interactive website embedding solution launching in 2026, and the Visionaries Retreat, an exclusive annual industry event. All offerings center on simplifying complex financial planning concepts through one-page visual aids to drive advisor-client communication and client understanding.
Differentiator
Problem solved
Functional benefit
Brands
- Client Journeys: Website visitor engagement solution allowing visitors to embark on educational journeys aligned with planning services (education, estate, retirement, or tax planning) featuring educational videos with visiWealth content and subject matter experts. Releasing in 2026.
- Advisor Journeys (Visionaries)
Products and services
- Content Platform A curated hosted content library providing access to 125+ high-quality one-page visuals and accompanying key takeaways for wealth management concepts and strategies. Features advanced filtering by topic area, client type, complexity level, and release date, plus keyword search. Library is updated monthly with 1-2 new concepts. Sold to financial advisors and firms via annual subscription.
- Content Licensing A white-label licensing solution allowing firms to host 150+ wealth management concepts and strategies on their own internal site or platform. visiWealth handles co-branding needs and provides all new content updates and releases (1-2 each month) directly to the firm. Sold to enterprise advisory firms seeking branded content for their own sites.
- Client Journeys An interactive web-based solution enabling website visitors to engage in educational journeys aligned with planning services (education, estate, retirement, or tax planning), featuring educational videos with visiWealth content and real-life subject matter experts. Embeds directly on client websites with custom branding and configurable calls-to-action.
Companies that use visiWealth
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles6 records
visiWealth technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
visiWealth partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- AICPA Personal Financial Planning (PFP) SectioncoreStrategic partnership offering complimentary single-user access to the visiWealth platform as an exclusive member benefit for active AICPA PFP Section members in good standing. The partnership serves CPAs and like-minded financial planners who communicate daily with clients on financial topics, supporting conversations with visual resources that make complex planning topics understandable.
- Focus Partners Advisor SolutionscoreStrategic partnership with Focus Partners Advisor Solutions, a service-based TAMP offering scalable solutions for independent financial advisors across the United States with a network of over 1,000 advisors. Partnership provides preferred pricing at $1,950 annually (down from $3,450) for up to 5 team logins.
- Investments & Wealth Institute (IWI)corePartnership to launch the Visual Insights Series featuring new interactive short-form learning content each month covering tax, estate, investment, retirement, and philanthropy planning concepts. The series takes 10-15 minutes to complete and helps IWI members stay current on planning strategies.
- Zions WealthminorPartnership with the Regional Wealth Planning Team for Zions Wealth, a Bancorporation business serving regional banks across the Western United States. Enables planners to simplify complex concepts and deliver scalable advice to clients across generations.
- Blue TrustcorePartnership with Blue Trust's 75+ advisor teams across 18 U.S. offices serving 10,000+ clients with over $52 billion in assets under advisement. The partnership enables advisors to deliver more engaging just-in-time advice using visiWealth visuals. Blue Trust focuses on helping individuals and families make wise financial decisions based on biblical principles.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
visiWealth competitors and assessment
Company assessmentDirect peers
- Snappy Kraken: Advisor marketing automation and content library provider. Competes for the same advisor-tech budget as visiWealth, offering digital content, campaigns, and client-engagement tools to financial advisors.
- Vanilla: Client engagement and education platform for financial advisors. Closely comparable to visiWealth's Client Journeys product on advisor-to-client educational content delivery.
- FMG Suite: Marketing and content platform purpose-built for financial advisors. Overlaps directly with visiWealth on curated, advisor-ready client-facing content delivered via subscription to advisory firms.
- RightCapital: Financial planning software for advisors, with visualization-heavy outputs used in client conversations. Competes for the same advisor workflow of explaining planning concepts visually to clients.
Broad incumbents
- Orion Advisor Technology: Large incumbent wealth-tech platform offering advisor tech including planning, portfolio, and client-engagement tools. Broader portfolio than visiWealth but overlaps on advisor client-communication features.
- Riskalyze: Established risk-tolerance and client-engagement platform serving financial advisors. Broader portfolio but overlaps with visiWealth in providing visual, advisor-client communication tools for planning conversations.
- MoneyGuide: Goals-based financial planning software used by advisors to walk clients through retirement and wealth scenarios. Adjacent but broader; competes for advisor planning-communication budgets.
- Kitces (Michael Kitces): Leading advisor education, research, and blog platform. Comparable to visiWealth as a content/education authority that financial advisors consume for technical planning knowledge.
Emerging players
- Holistiplan: Tax-planning software for financial advisors with visual client outputs. Closely comparable to visiWealth's tax-planning concept visuals and the same advisor-CPA target persona.
- Wealth.com: Estate-planning content and education platform serving financial advisors and HNW clients. Overlaps with visiWealth's estate-planning visuals and HNW segment focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
visiWealth social profiles
Digital presencevisiWealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
visiWealth leadership team
Management profileNumber of profiles
Profiles1 record
visiWealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
visiWealth 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 visiWealth
What does visiWealth do?
visiWealth provides a curated visual content platform for financial advisors, offering a library of 125+ one-page wealth management concept visuals covering tax, estate, retirement, investment, and philanthropy planning. Advisors access the content via annual subscription or white-label license, co-brand visuals for client engagement, and benefit from monthly content updates. The platform is purpose-built to simplify complex financial planning concepts during advisor-client conversations.
Is visiWealth a public or private company?
visiWealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was visiWealth founded?
visiWealth was founded in 2022. It employs 1 to 10 people.
Where is visiWealth based?
visiWealth is headquartered in Newtown, United States, in the North America region.
How does visiWealth make money?
Three revenue lines are on record. Content Platform Subscription is the primary driver. The others are content Licensing and setup and Service Fees.
Who are visiWealth's main competitors?
Direct peers on record are Snappy Kraken, Vanilla, FMG Suite and RightCapital. Broad incumbents are Orion Advisor Technology, Riskalyze, MoneyGuide and Kitces (Michael Kitces). Emerging players are Holistiplan and Wealth.com.
Does visiWealth have an API?
No public API is recorded for visiWealth.
What industry is visiWealth in?
visiWealth's product category is Financial Advisory Content Technology. Its primary akta.pro industry code is FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail), with a secondary code of FSAGADAI, Retirement Planning & Long-Term Financial Planning Tools. Its NAICS code is 52394 and its SIC code is 6282.