RISR

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 has lacked the proper technology, until now. RISR empowers business owners' most trusted advisors. By aggregating critical data and delivering impactful insights through a visualization dashboard, advisors will bolster key business decisions as owners transition to creating a lasting legacy from their years of endless hard work.