Articles from RISR

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 planning with holistic solutions tailored to the unique needs of business owners.

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 clients.

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 clients and are better equipped to support their advisor-client relationships.

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.

RISR, the first comprehensive business owner engagement platform for financial advisors, today announced its partnership with Great Valley Advisor Group (“GVA”), a technology-driven, full-service registered investment advisor (RIA) with $9 billion in assets under management (“AUM”). GVA has officially deployed RISR to its advisors as part of its commitment to driving organic growth and empowering its advisors, particularly those specializing in serving business owners.

RISR, the first comprehensive business owner engagement platform for financial advisors, has joined forces with Journey Strategic Wealth (“Journey”), a nationwide advisory firm with a mission to be the premier platform for advisors seeking support around organic growth. Adopting RISR’s comprehensive technology further enables advisors on the Journey platform to drive organic growth with business owners, which has been a significant priority for the firm over the past year.

RISR, the first comprehensive business owner engagement platform for financial advisors, today announced the successful closure of a $1.5 million capital raise. This seed round, which saw participation from financial services industry titans including Kane Brenan, Angelo Grecco, Kevin Lucey, Scott Hildenbrand, Frank Coates and David Henkin, will primarily fund strategic hires, service enhancements and platform development.