What RISE Financial Solutions does

RISE Financial Solutions is an independent financial advisory firm headquartered in Atlanta, Georgia, serving individuals, families, and small business owners across the United States and Canada. The firm operates as a multi-line insurance and retirement planning intermediary, offering personal insurance, business insurance, health insurance, life insurance, pet insurance, fixed/income/indexed/variable annuities, and retirement options including 401K, IRA, Roth IRA, and real estate investment guidance. The firm does not underwrite its own products; instead, it places clients with multiple insurance carriers and financial product providers, drawing on an independent agency model to deliver product recommendations across providers.

The firm is led by Zehra Sohani, who serves as the primary advisor and is the named point of contact across all client engagements, the company website, and the firm's LinkedIn profile. RISE Financial Solutions generates revenue exclusively through commissions on insurance and financial products placed with carriers, as it explicitly does not charge fees for advice or for money management. Free consultations are offered as a client acquisition lever, and the go-to-market motion is sales-led and consultative, with prospective clients directed to schedule appointments via contact form or email. The firm runs a content-driven marketing approach with an SEO-focused blog and active presence on Facebook, Instagram, and LinkedIn to support top-of-funnel awareness.

The company is a privately held LLC, operates with 1-10 employees, and has no disclosed external investors, funding rounds, acquisitions, or partnerships. There is no proprietary technology, no mobile app, and no API or AI/ML capabilities. Operational geography spans the US and Canada, with a single physical office and no franchising or multi-office structure. The firm's differentiation rests on independent multi-carrier access, personalized advisory service, and a no-fee consultation model rather than on technology, scale, or brand outside the Atlanta market.

Name

RISE Financial Solutions

Legal name

RISE Financial Solutions, LLC

Website

https://risefinancialsolutions.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

RISE Financial Solutions is an independent financial advisory firm offering insurance, annuities, and retirement planning services to individuals, families, and small businesses across the United States and Canada, earning revenue through product commissions from multiple carriers.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Rollover & Distribution Advisory (IRA/401(k) Rollovers) (FSAEABAG), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Financial advisory services
• Insurance brokerage
• Retirement planning
• Annuity products
• Wealth management

Headquarters

HQ city

Duluth

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Advisory and Sales Commissions: The firm earns revenue through commissions on insurance products (personal, business, health, life, pet insurance) and financial products (annuities, retirement plans) placed with insurance carriers. They also provide free consultations with revenue generated from product placements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

RISE Financial Solutions is an independent financial advisory firm that helps individuals, families, and small businesses select and obtain insurance and retirement products from multiple carriers. The firm offers free advisory consultations and places clients into personal insurance, business insurance, health insurance, life insurance, pet insurance, annuities (fixed, income, indexed, variable), and retirement options (401K, IRA, Roth, real estate), earning revenue through product commissions.

Product overview

RISE Financial Solutions is an independent financial advisory firm offering a comprehensive suite of financial services. The portfolio centers on insurance products (Personal Insurance, Business Insurance, Health Insurance, Life Insurance, Pet Insurance) and retirement planning solutions (Annuities with Fixed, Income, Indexed, and Variable options, plus Retirement Options including 401K, IRA, Roth IRA, and Real Estate). The firm acts as an intermediary helping clients navigate and select appropriate financial products from various carriers rather than underwriting its own products.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Insurance

Named customers10 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• MassMutual: Mutual insurer with an advisor force distributing life insurance, annuities, and retirement plans to individuals and small businesses — directly comparable product lines but with a captive career-agent model rather than RISE's independent structure.
• Fidelity Investments: Large incumbent in retirement accounts, annuities, and wealth management with a strong direct-to-consumer platform. Competes with RISE for retirement and wealth clients but offers far broader product depth and direct digital distribution.
• Charles Schwab: Major broker-dealer and RIA custodian serving individuals and independent advisors with retirement and wealth products. Competes for retirement/wealth clients but at national scale with a digital-first model.
• New York Life: Mutual life insurer with career and independent advisors distributing life, retirement, and wealth products to individuals. Comparable customer profile and product set, particularly on life insurance and annuities.
• Northwestern Mutual: Large mutual insurer with a captive advisor network selling life insurance, disability income, annuities, and investment products. Overlaps with RISE on insurance/annuity distribution but operates at vastly larger scale and with proprietary products.

Direct peers

• Edward Jones: Network of independent financial advisors offering insurance, retirement, and wealth planning to individuals and small businesses — highly comparable in product mix and customer segment to RISE, though at materially larger scale.
• Country Financial: Mid-sized mutual insurer-distributor selling personal and business insurance, retirement, and wealth products through a regional advisor force. Highly comparable product breadth and customer profile, particularly for small business and pre-retiree segments.
• Ameriprise Financial: Advisor-led platform distributing insurance, annuities, and retirement products to individuals and small businesses. Overlapping commission-based distribution model and product portfolio make it a direct comparator.
• Raymond James Financial Services: Independent broker-dealer network supporting financial advisors who distribute insurance, retirement, and investment products to individuals — closest comparable in independent-channel business model to RISE.

Others

• Cetera Financial Group: Independent broker-dealer that supports thousands of financial advisors with insurance, retirement, and wealth products. While not a direct competitor to RISE, it represents the type of platform an independent advisor like RISE could partner with or against.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/risefinancialsolutions
• LinkedInlinkedin.com/in/zehra-sohani-6095ba16?original_referer=http%3A%2F%2Fjv7.37a.mytemp.website%2F
• Instagraminstagram.com/risefinancialsolutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 RISE Financial Solutions