OnPointe Risk Analyzer

Financial Software · Florida, United States · 1-10 Employees

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Overview

Headquarters

18660 Cypress Haven Dr, Fort Myers, Flor...

Phone Number

(833) 678-7475

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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1

About OnPointe Risk Analyzer

OnPointe Risk Analyzer offers a comprehensive platform designed to help financial advisors assess investor risk and recommend tailored investment portfolios. Their services include detailed client risk assessments and portfolio analysis, utilizing a unique methodology to ensure accurate alignment with clients' risk preferences. The company aims to enhance client trust and understanding through customizable reporting and engaging presentations, while also providing tools for lead generation and client profiling. Targeting financial advisors, OnPointe Risk Analyzer equips them with robust tools to manage investment risk and improve client interactions.Explore more
OnPointe Risk Analyzer's Social MediaPopular SearchesOnPointe Risk Analyzer!OnPointe Risk AnalyzerOnPointe SoftwareSIC Code 73,737NAICS Code 54,541Show more

OnPointe Risk Analyzer Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OnPointe Risk Analyzer

<$5M
1-10
Private
-
2016
<$5M
11-50
Private
-
-
AM
Alan MillerTeam Member
<$5M
11-50
Private
-
2015
SB
Sara BakerSenior Client Specialist
<$5M
11-50
Private
-
2007
TM
Thomas MulroyExecutive Vice President
<$5M
1-10
Private
-
2019
SW
Stephen WallensteinGeneral Counsel & Director
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

OnPointe Risk Analyzer is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

OnPointe Risk Analyzer is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about OnPointe Risk Analyzer.

OnPointe Risk Analyzer Tech Stack

A closer look at the technologies used by OnPointe Risk Analyzer

OnPointe Risk Analyzer News & Media

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Frequently Asked Questions Regarding OnPointe Risk Analyzer

What is OnPointe Risk Analyzer's official website?
OnPointe Risk Analyzer's official website is www.onpointeriskanalyzer.com
What is OnPointe Risk Analyzer's Revenue?
OnPointe Risk Analyzer's revenue is <$5 Million
What is OnPointe Risk Analyzer's SIC code?
OnPointe Risk Analyzer's SIC: 73,737
What is OnPointe Risk Analyzer's NAICS code?
OnPointe Risk Analyzer's NAICS: 54,541
How many employees does OnPointe Risk Analyzer have?
OnPointe Risk Analyzer has 1-10 employees
What industry does OnPointe Risk Analyzer belong to?
OnPointe Risk Analyzer is in the industry of: Financial Software, Software
What is OnPointe Risk Analyzer competition?
OnPointe Risk Analyzer top competitors include: Arbor Asset Allocation Model Portfolio, Totum Risk, EquityCompass Investment Management, Evanson Asset Management
What technology does OnPointe Risk Analyzer use?
Some of the popular technologies that OnPointe Risk Analyzer uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact OnPointe Risk Analyzer?
OnPointe Risk Analyzer contact info: Phone number: (833) 678-7475 Website: www.onpointeriskanalyzer.com
What does OnPointe Risk Analyzer do?

OnPointe Risk Analyzer offers a comprehensive platform designed to help financial advisors assess investor risk and recommend tailored investment portfolios. Their services include detailed client risk assessments and portfolio analysis, utilizing a unique methodology to ensure accurate alignment with clients' risk preferences. The company aims to... enhance client trust and understanding through customizable reporting and engaging presentations, while also providing tools for lead generation and client profiling. Targeting financial advisors, OnPointe Risk Analyzer equips them with robust tools to manage investment risk and improve client interactions.Read More

What are OnPointe Risk Analyzer social media links?
OnPointe Risk Analyzer Linkedin page OnPointe Risk Analyzer Facebook page
Is OnPointe Risk Analyzer a public company?
OnPointe Risk Analyzer is private company therefore does not currently have an official ticker symbol
See more information about OnPointe Risk Analyzer

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