RISR

Empowering the business owner’s most trusted advisors

Empowering the business owner’s most trusted advisors

Business owners are at the foundation of our nation’s economy.

Business owners are at the foundation of our nation’s economy.

They need help preparing for the future and protecting what’s important to them.

They need help preparing for the future and protecting what’s important to them.

They need guidance from financial advisors, accountants, bankers, insurance brokers, and wealth managers.

They need guidance from financial advisors, accountants, bankers, insurance brokers, and wealth managers.

We built RISR to empower these professionals and the business owners they serve.

We built RISR to empower these professionals and the business owners they serve.

Our team has worked on behalf of advisors for decades

Our team has worked on behalf of advisors for decades

Jason Early

Founder, CEO

Cory Siegfried

Chief Client Officer

Brandon Tolle

Chief Technology Officer

Megan Cochran

Lead Software Engineer

Dan Wilson

Head of Sales

Alex Michaels

MBA

Head of Product

Steve Hutchison

CPA, CVA

Head of Business Advisory

Board of Advisors

Board of Advisors

Angelo Grecco

Co-Founder at Propelr

Kane Brenan

CEO at TIFF, Former Partner at Goldman Sachs

Kevin Lucey

Former COO at Hamilton Lane

Frank Coates

Founder at Coates and Wheelhouse Analytics

David Henkin

Former Chief Innovation Officer at Vertex (VERX)

Ready to become the business owner’s most trusted advisor?

Book a demo

Insights Directory

Copyright 2025 RISR

hello@risr.com

(610) 991-7165

Ready to become the business owner’s most trusted advisor?

Book a demo

Book a demo

Insights Directory

Copyright 2025 RISR

hello@risr.com

(610) 991-7165

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