Totum Risk
Financial Software · Colorado, United States · 11-50 Employees
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Overview
Headquarters
1222 Pearl St Ste 200, Boulder, Colorado...Phone Number
(770) 727-4060Website
www.totumrisk.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
2
1
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About Totum Risk
TIFIN Wealth provides Risk Alignment services using a holistic, quantitative multi-scoring approach that considers an individual's risk preference, capacity, and portfolio risk. The company aims to help clients assess their risk objectively to match them with portfolios based on their current life circumstances. TIFIN Wealth offers a client-centric experience through a multi-dimensional questionnaire to efficiently evaluate risk capacity and create personalized proposals for better portfolio alignment, focusing on compliance with regulations.Explore more
Totum Risk Org Chart
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Totum Risk Tech Stack
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Most Recent Scoops
New Hire
Executive Move
A.J. Boury has joined the organization as Chief Marketing Officer.
Executive Moves, New Hire
Mergers & Acquisitions (M&A)
New Hire
Executive Move
John Aruldoss has been named Chief Technology Officer.
Executive Moves, New Hire, Personnel Moves
New Hire
Executive Move
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Frequently Asked Questions Regarding Totum Risk
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TIFIN Wealth provides Risk Alignment services using a holistic, quantitative multi-scoring approach that considers an individual's risk preference, capacity, and portfolio risk. The company aims to help clients assess their risk objectively to match them with portfolios based on their current life circumstances. TIFIN Wealth offers a client-centric... Read More
