Risr
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
7 Grey Ct, Berwyn, Pennsylvania, 19312, ...Phone Number
(484) 343-3688Website
www.risr.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
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About Risr
RISR provides tools designed to help financial advisors grow their practices by effectively engaging with business owners. Their services include business valuation, wealth and retirement planning, succession and exit planning, and risk management, all aimed at integrating business assets into personal financial plans. RISR's platform simplifies data capture and generates client-ready deliverables, enabling advisors to offer clear, actionable guidance. The company targets financial professionals seeking to build trust and deepen relationships with business owner clients.Explore more
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Risr Tech Stack
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Risr News & Media
Integrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners
PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, a leading business owner engagement platform for financial advisors, today announced its partnership with Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA). This collaboration empowers Integrated Partners’ network of advisors, and its accounting and CPA partner firms, to leverage RISR’s innovative technology for advanced financial plRISR Partners With NewEdge Wealth to Support Better Outcomes for Business Owners
PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, the first comprehensive business owner engagement platform for financial advisors, announced today its partnership with NewEdge Wealth, a division of NewEdge Capital Group, LLC, a leading wealth management firm with more than $60 billion in client assets serviced.** Through this collaboration, NewEdge Wealth advisors will avail themselves of RISR’s best-in-class resources and solutions designed to meet the evolving needs of business owner clRISR Partners with Wealthcare Capital Management to Drive Deeper Relationships with Business Owner Clients
PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, the first comprehensive business owner engagement platform for financial advisors, today announced its partnership with Wealthcare Capital Management (Wealthcare), a technology-enabled registered investment advisor (RIA) with more than $8 billion in assets under management (AUM), that supports independent financial advisors. Through this union, Wealthcare advisors have access to a more in-depth look at the needs of their business owner clienRISR Announces Strategic Partnership With Citadel Wealth Management, Expands Team to Accelerate Growth
PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, the first comprehensive business owner engagement platform for financial advisors, today announced its partnership with Citadel Wealth Management (“Citadel”), a division of Citadel Credit Union. The collaboration aims to provide Citadel’s advisors with a more robust toolkit for supporting business owners, enabling them to offer more personalized advice and a comprehensive view of their financial situations. Citadel Credit Union, a member-own
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RISR provides tools designed to help financial advisors grow their practices by effectively engaging with business owners. Their services include business valuation, wealth and retirement planning, succession and exit planning, and risk management, all aimed at integrating business assets into personal financial plans. RISR's platform simplifies da... Read More
