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F r o m W i k i p e d i a , t h e f r e e e n c y c l o p e d i a
T h i s i s t h e c u r r e n t r e v i s i o n o f t h i s p a g e , a s e d i t e d b y M e a n a s c u s t a r d ( t a l k | c o n t r i b s ) at 2 3 : 0 3 , 3 D e c e m b e r 2 0 2 3 . T h e p r e s e n t a d d r e s s ( U R L ) i s a p e r m a n e n t l i n k t o t h i s v e r s i o n .
( d i f f ) ← P r e v i o u s r e v i s i o n | L a t e s t r e v i s i o n ( d i f f ) | N e w e r r e v i s i o n → ( d i f f )
Riskalyze Company type Private Industry Financial services , Software Founded 2011; 13 years ago (2011 ) Founders Aaron Klein (CEO) Mike McDaniel (CIO) Matt Pistone (CTO) Headquarters
Products Riskalyze Select Riskalyze Elite Riskalyze Trading Command Center
Number of employees
~200 Website www .riskalyze .com
Riskalyze is a financial technology company that provides software as a service to financial advisors in the United States. Riskalyze's platform provides tools for analyzing investment risk, delivering 401(k ) plans, and building and implementing investment portfolios .
Riskalyze invented the Risk Number,[1] an alignment tool for financial advisors to quantitatively measure investor risk tolerance , risk capacity, and portfolio risk on a scale from 1 to 99.[2]
History [ edit ]
Co-founders Aaron Klein (Chief Executive Officer), Mike McDaniel (Chief Investment Officer), and Matt Pistone (Chief Technology Officer) founded the company in 2011. Riskalyze was initially a free consumer product,[3] but became a tool licensed to financial advisors after a shift in the business model.
In 2016, Riskalyze raised Series-A institutional funding of $20 million from FTV Capital,[4] and was then recapitalized by Hg in 2021. [5] Riskalyze was recognized by Fast Company on its list of The World’s Top 10 Most Innovative Companies in Finance 2013[6] and The World’s Top 10 Most Innovative Companies in Personal Finance 2015. Forbes recognized Riskalyze on its Fintech 50 list in 2015[7] and 2016.[8]
Current operations [ edit ]
In August 2017, Riskalyze was reported to support 20,000 advisors collectively representing hundreds of billions in assets under management .[9] Riskalyze has approximately 225 employees, two offices in Auburn, California , and one office in Atlanta, Georgia in the Bank of America Plaza .[10]
References [ edit ]
^ Carrns, Ann. "New Site Seeks to Analyze Investors' Appetite for Risk" . Bucks Blog . Retrieved 2018-03-01 .
^ Skinner, Liz. "Riskalyze draws $20 million in capital for robo platform and other adviser products" . Investment News . Retrieved 2018-03-01 .
^ Steinberger, Samuel. "Riskalyze Recapitalizes With Hg Capital" . WealthManagement.com . Retrieved 2021-11-11 .
^ "The 2013 Top 10 Most Innovative Companies by Sector: Finance | Fast Company" . Fast Company . Retrieved 2018-03-01 .
^ "Fintech 50: The Future Of Your Money" . Forbes . Retrieved 2018-03-01 .
^ Sharf, Samantha. "The Fintech 50: The Complete List 2016" . Forbes . Retrieved 2018-03-01 .
^ Neal, Ryan (2017-08-09). "What Is Aaron Klein Building With Riskalyze?" . Wealth Management . Retrieved 2018-03-01 .
^ Anderson, Mark. "Auburn-based fintech company recruits CFO experienced at high-growth firms" . www.bizjournals.com . Retrieved 2018-03-01 .
R e t r i e v e d f r o m " https://en.wikipedia.org/w/index.php?title=Riskalyze&oldid=1188201425 "
C a t e g o r i e s :
● A m e r i c a n c o m p a n i e s e s t a b l i s h e d i n 2 0 1 1
● F i n a n c i a l s e r v i c e s c o m p a n i e s b a s e d i n C a l i f o r n i a
● 2 0 1 1 e s t a b l i s h m e n t s i n C a l i f o r n i a
● A u b u r n , C a l i f o r n i a
● F i n a n c i a l s e r v i c e s c o m p a n i e s o f t h e U n i t e d S t a t e s
● C o m p a n i e s e s t a b l i s h e d i n 2 0 1 1
● 2 0 1 1 e s t a b l i s h m e n t s i n t h e U n i t e d S t a t e s
H i d d e n c a t e g o r i e s :
● O r p h a n e d a r t i c l e s f r o m O c t o b e r 2 0 1 9
● A l l o r p h a n e d a r t i c l e s
● T h i s p a g e w a s l a s t e d i t e d o n 3 D e c e m b e r 2 0 2 3 , a t 2 3 : 0 3 ( U T C ) .
● T e x t i s a v a i l a b l e u n d e r t h e C r e a t i v e C o m m o n s A t t r i b u t i o n - S h a r e A l i k e L i c e n s e 4 . 0 ;
a d d i t i o n a l t e r m s m a y a p p l y . B y u s i n g t h i s s i t e , y o u a g r e e t o t h e T e r m s o f U s e a n d P r i v a c y P o l i c y . W i k i p e d i a ® i s a r e g i s t e r e d t r a d e m a r k o f t h e W i k i m e d i a F o u n d a t i o n , I n c . , a n o n - p r o f i t o r g a n i z a t i o n .
● P r i v a c y p o l i c y
● A b o u t W i k i p e d i a
● D i s c l a i m e r s
● C o n t a c t W i k i p e d i a
● C o d e o f C o n d u c t
● D e v e l o p e r s
● S t a t i s t i c s
● C o o k i e s t a t e m e n t
● M o b i l e v i e w