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
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ZI Rank
2
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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
Totum Risk News & Media
Tifin Group acquires Totum Risk and myFinancialAnswers
THE TIFIN GROUP, a holding company with nine fintech companies for the asset and the wealth management industry, today announced the acquisitions of a risk profiling company, Totum Risk and a personal financial planning offering, myFinancialAnswers.AdvisorPeak and Totum Risk Announce New Data Integration & Partnership
SALT LAKE CITY, Jan. 23, 2020 /PRNewswire/ -- Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum's risk analysis within AdvisorPeak's trading and rebalancing platform to...AdvisorPeak and Totum Risk Announce New Data Integration & Partnership
Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum's risk analysis within AdvisorPeak's trading and rebalancing platform to optimize advisors time and user experience.Totum Risk® Brings Its Investment Life Scoring Tool Directly To Orion's Client Portal
ATLANTA, Dec. 17, 2019 /PRNewswire/ -- Totum Risk™, an Investment Life Scoring Tool that focuses on facts over feelings, announced the integration of its risk scoring technology within the Client Portal of Orion Advisor Technology, LLC ("Orion"), a division of Orion Advisor Solutions and...
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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
