Leverage the power of the Risk Number® to set expectations with clients, document your fiduciary approach, and grow your business.
Tap into sophisticated analytics at the security, account, and portfolio level to craft the perfect investment strategies for your clients.
Let Riskalyze monitor your client accounts so you can focus on making great decisions when something needs your attention.
Give home offices and compliance offers the tools they need to standardize their business around the common language of risk.
THE CREATORS
These champions of content are best known for their thought leadership and insightful materials developed for the benefit of the profession.
Mesa, Arizona
Founder, RLS Wealth
Fishers, Indiana
Founder & CEO, Lake Avenue Financial
Pasadena, California
THE INSPIRERS
These incredible advisors inspire everyone they meet across the financial profession to be their best selves both in and out of the office.
Managing Partner, Silver Penny Financial Planning
Atlanta, Georgia
Financial Planner, Encircle Financial Strategies
Indianapolis, Indiana
Investment Representative, iRetire Financial
Concil Bluffs, Iowa
CEO, Blue Ocean Global Wealth
Gaitherburg, MD
TRAILBLAZERS
These advocate advisors spotlight Riskalyze’s mission to empower the world to invest fearlessly in the press and across social media outlets.
VP Financial Planning, Meridian Trust
Knoxville, Tennessee
Managing Partner, Harris Financial Group
Richmond, Virginia
Partner, Archer Investment
Raleigh, North Carolina
THE EXPLORERS
These innovative advisors help Riskalyze pioneer new offerings by regularly testing new product features and providing helpful feedback.
Managing Director, Geasphere Advisors
Cranston, Rhode Island
President & CEO, SC Financial Services
Scottsdale, Arizona
Investment Manager, Womack Financial
Dallas, Texas
THE CONNECTORS
These referral regulars love to share the Riskalyze mission with their fellow advisors. They’ve connected the most new users with the team!
Director, Kinsbridge
Bloomfield, New Jersey
President & CEO, Guglielmetti Asset Management
Michigan & Florida
Partner, BAR Financial
Mechanisburg, PA
Founder & CEO, Urban Wealth Management
El Segundo, CA
QUICK STUDIES
Our Onboarding Coaches love helping new users take advantage of everything Riskalyze has to offer. These advisors were selected as the quickest on the academic draw by our Coaches!
Indiana & Michigan
Financial Advisor, Capital Wealth Advisors
Chattanooga, Tennessee
Investment Advisor Representative, First Family Wealth
Nashville, Tennessee
DAY MAKERS
We love chatting with our customers, and always look forward to anytime these articulate advisors give us a ring. Hearing from them makes our team’s day!
Investment Advisor Representative, Savage
Toledo, Ohio
Founder & Owner, Diccianni Financial Group
East Norriton, Pennsylvania
Managing Partner, StatonWalsh
Baltimore, Maryland
Founder & Managing Principal, Signify Wealth
St. Louis, MO