Main street business owners are at the foundation of our nation’s economy. 65% of small business owners don’t have an advisor helping them impact revenue growth, profitability, and risk management.
Financial advisors, accountants, bankers, insurance brokers, and wealth managers want to serve these business owners but lack the tools to deliver insights where it matters most.
RISR is the engagement platform that unlocks growth for advisors and the business owners that our economy depends on.
We’ve worked on behalf of advisors for decades.
Founder & CEO
Chief Operations Officer
Head of Business Planning
Head of Product
Principal Software Engineer
Software Engineer
Co-Founder at Propelr, Former SVP & Co-President SMB Direct at Fiserv
CEO at TIFF, Former Partner at Goldman Sachs
Former COO at Hamilton Lane
Former CTO at Dynasty Financial,Founder at Coates and Wheelhouse Analytics
Former Chief Innovation Officer at Vertex (VERX), COO at Coates Analytics, and Corporate Officer at Vanguard
