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Founded Year



Acq - Fin | Alive

Total Raised


Mosaic Score
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+20 points in the past 30 days

About Riskalyze

Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations, and quantify suitability. Riskalyze provides its technology to licensed investment advisors in the United States, who use it to capture risk tolerance and quantify suitability for their clients.

Headquarters Location

470 Nevada Street

Auburn, California, 95603,

United States


Riskalyze's Product Videos

ESPs containing Riskalyze

The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.

Financial Services / Wealth Tech

Risk analytics technology aggregates risk data related to investments, analyzes those data points, and quantifies the level of risk, simplifying the decision process for advisors building portfolios based on client risk appetite.

Riskalyze named as Leader among 4 other companies, including StratiFi, Ledger Investing, and Helicap.

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Riskalyze's Products & Differentiators

    Riskalyze Select

    Risk alignment and proposals

Research containing Riskalyze

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Riskalyze in 3 CB Insights research briefs, most recently on Oct 31, 2022.

Expert Collections containing Riskalyze

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Riskalyze is included in 5 Expert Collections, including Banking.



1,189 items



1,341 items

Technology that addresses regulatory challenges and facilitates the delivery of compliance requirements in FIs. Regulatory technology helps FIs and regulators address challenges ranging from traditional compliance and risk management to data reporting and transmission.


Wealth Tech

2,152 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.


Fintech 250

748 items



7,746 items

US-based companies

Latest Riskalyze News

Fintech Bytes: Riskalyze lands AE Wealth; 55ip partners with Frontier; Advisor360 acquires wealthtech

Jan 13, 2023

Welcome back to the first Fintech Bytes column of 2023. We’re all getting back into the swing of things after a couple of weeks off, but the fintech engine is starting to rev back up after a year where fintech struggled more than both finance and technology, according to Wall Street Journal. How hot it burns remains to be seen. As I wrote earlier this year , many companies are facing an economic outlook that they’ve never faced before. Funding is more difficult to come by than it has been in a decade, and it will be interesting to see how that starts to impact advisor-facing companies. One adviser-facing company, TradingFront, has already closed down operations in the U.S. to focus more on the Asian market. I have a sense it won’t be the last. What do you think the year will look like for advisor-facing fintechs? Please let me know with an email or by dropping me a line on Twitter. AE WEALTH ROLLS OUT RISKALYZE Riskalyze has landed its first large client of 2023, bringing on AE Wealth Management, an RIA with $18.3 billion in assets under management and more than 1,000 advisers and staff. AE Wealth will use Riskalyze as its standard platform for acquiring new clients and engaging with them over time. This year is going to be an interesting year for the larger players in the wealthtech space. Will they continue to land large enterprise clients, or will fears of recession and tightening budgets delay firms’ plans? This January announcement is a big early win for Riskalyze. 55IP PARTNERS WITH FRONTIER Frontier Asset Management’s downside-risk managed ETFs will now include personalized tax management using technology from 55ip. The partnership aims to help advisers tax-efficiently transfer clients into Frontier’s ETFs as well as provide ongoing automated tax-loss harvesting. While a recession isn’t guaranteed, many people at least feel as if one is coming, and that collective feeling may be more important than raw data. Everyone seems to be preparing for an extended period of difficult markets, and this partnership is another example. Using 55ip’s tech, advisers can move clients into a risk-managed portfolio while minimizing the pinch of embedded capital gains. ADVISOR360 ACQUIRES WEALTHTECH FROM AGREEMENT EXPRESS Private equity firm Frontier Growth has sold the digital onboarding technology and related wealth management solutions of technology provider Agreement Express. Agreement Express is able to open accounts at multiple custody and clearing firms (it also has a payments business that was acquired by a different tech company), and Advisor360 plans to use it help advisers open investment and insurance accounts across every major custodian. Beyond multicustodial support, the acquisition will help Advisor360 offer a wider range of integrations with client relationship managers (CRMs). But why buy these capabilities instead of building them in house? We’ll have to see how exactly Advisor360 integrates Agreement Express’s tech. BRAD WEBER GETS SAVVY Savvy Wealth, the digitally native RIA that raised $11 million in venture capital in November, has added another veteran adviser to its ranks. Brad Weber, who managed $150 million in assets at Bank of the West, is turning to Savvy’s platform of proprietary technology to go independent. Landing the 30-year industry veteran is another win for Savvy, which has also recruited advisers from BNY Mellon, Merrill Lynch and Morgan Stanley. Savvy is proving that providing an integrated suite of technology that advisers can’t get anywhere else is a winning strategy. ICAPITAL HIRES 100 TO TECH TEAM Digital alternative investments platform iCapital announced that it’s adding more than 100 new people to its technology team. The fintech already employs 400 technologists (the entire company has 1,050 people), but CEO Lawrence Calcano wants to bring on more software engineers, product managers and infrastructure developers to continue pushing iCapital. While it’s not as well known as some consumer-facing brands, iCapital is undoubtedly a fintech success story. The company has raised $729 million, according to Crunchbase, and services $149 billion in assets. After a year when many fintech companies struggled and have had to make layoffs, iCapital brought in additional funding and plans to expand. RICHR LAUNCHES ADVISORY SERVICE In partnership with digital custodian DriveWealth, Richr, a fintech designed to help people save money when buying or selling homes, is launching a wealth management advisory service allowing people to invest the capital proceeds from selling their home directly into stocks, bonds and other investment products. The idea is to provide alternatives to people who aren’t ready to purchase their next home. As a 35-year-old millennial living in New York City, the whole concept of owning a home is a bit foreign to me, let alone buying, selling, escrow, and all that other stuff. Still, this seems like an interesting, unique idea for a fintech company.

Riskalyze Frequently Asked Questions (FAQ)

  • When was Riskalyze founded?

    Riskalyze was founded in 2011.

  • Where is Riskalyze's headquarters?

    Riskalyze's headquarters is located at 470 Nevada Street, Auburn.

  • What is Riskalyze's latest funding round?

    Riskalyze's latest funding round is Acq - Fin.

  • How much did Riskalyze raise?

    Riskalyze raised a total of $27.04M.

  • Who are the investors of Riskalyze?

    Investors of Riskalyze include HgCapital, Paycheck Protection Program and FTV Capital.

  • Who are Riskalyze's competitors?

    Competitors of Riskalyze include Ledger Investing, Helicap, Addepar, HiddenLevers, StratiFi and 10 more.

  • What products does Riskalyze offer?

    Riskalyze's products include Riskalyze Select and 3 more.

  • Who are Riskalyze's customers?

    Customers of Riskalyze include Founders Financial, United Planners, Equity Concepts and All Case Studies.

Compare Riskalyze to Competitors

Helicap Logo

Helicap is a Singapore-based fintech platform that raises capital and utilizes big data to analyze potential investments for institutional investors, family offices, and high-net-worth individuals, allowing them to make investment returns via alternative channels such as microfinance institutions, small- and medium-sized enterprises, and peer-to-peer crowdfunding platforms. Helicap was founded in 2018 and is based in Singapore.


Lantouzi offers financing services to small and medium business, as well as wealth management products for individual investors.

YCharts Logo

YCharts provides individual investors with online tools that empower them to invest and trade stocks like money managers.

Ledger Investing Logo
Ledger Investing

Ledger Investing provides an exciting opportunity for asset managers, pension funds, hedge funds, family offices, and other institutions interested in earning a great return through insurance investing. The company was founded in 2016 and is based in New York, New York.

StratiFi Logo

StratiFi developed a technology platform empowering advisors with customized option overlay solutions. StratiFi's advisor platform can help users differentiate their advisory business by implementing option-based risk management strategies to enhance client portfolios.

Inovestor Logo

Inovestor .provides wealth management platforms and financial technology and services.

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