Empowering the business owner’s most trusted advisor

Empowering the business owner’s most trusted advisor

Nearly 60% of all private business owners are 50+ years old with many set to retire, sell, or transition out of their business over the next decade. Yet, 65% don’t have an advisor to help them do this. Why?

For decades, tech advancements have enabled advisors to holistically manage the financial affairs and life of an entire household without much given to help serve business owners more directly. RISR believes that the financial services industry has all the products and expertise to deliver a great experience to business owners but have lacked the proper technology, until now.

RISR empowers business owners' most trusted advisors. By aggregating data and delivering insights through a visualization dashboard, advisors will enhance key business decisions as owners transition to creating a lasting legacy from their years of endless hard work.

Our Team

We’ve worked on behalf of advisors for decades.

Jason Early

Founder & CEO

Cory Siegfried

Chief Operations Officer

Steve Hutchison, CPA, CVA

Head of Business Planning

Alex Michaels, MBA

Head of Product

Brandon Tolle

Principal Software Engineer

Megan Cochran

Software Engineer


Angelo Grecco

Co-Founder at Propelr, Former SVP & Co-President SMB Direct at Fiserv

Kane Brenan

CEO at TIFF, Former Partner at Goldman Sachs

Kevin Lucey

Former COO at Hamilton Lane

Frank Coates

Former CTO at Dynasty Financial,Founder at Coates and Wheelhouse Analytics

David Henkin

Former Chief Innovation Officer at Vertex (VERX), COO at Coates Analytics, and Corporate Officer at Vanguard