RISR

Empowering the advisors that business owners need most

Business owners need financial advice now more than ever

As wealth transitions across generations, owners need advisors that understand, plan for, and protect their most important asset.

Advisors don’t need to reinvent their practice to grow with owners

Advisors already know how to lead planning conversations, but lack critical visibility into the owner’s most important asset.

Advisors need better tools to serve business owners

Advisors need tools that integrate business insights into their services so they can do what they do best: give great advice.

“A tool like RISR creates a viable alternative for business owners who are more interested in talking about the asset that matters to them most.”

Michael Kitces

Chief Financial Planning Nerd, Kitces.com

“A tool like RISR creates a viable alternative for business owners who are more interested in talking about the asset that matters to them most.”

Michael Kitces

Chief Financial Planning Nerd, Kitces.com

Our team has worked on behalf of advisors for decades

Jason Early

Founder, CEO

Jason Early

Founder, CEO

Cory Siegfried

Chief Client Officer

Cory Siegfried

Chief Client Officer

Alex Michaels

MBA

Head of Product

Alex Michaels

MBA

Head of Product

Dan Wilson

Head of Sales

Dan Wilson

Head of Sales

Steve Hutchison

CPA, CVA

Head of Business Advisory

Steve Hutchison

CPA, CVA

Head of Business Advisory

Brandon Tolle

Chief Technology Officer

Brandon Tolle

Chief Technology Officer

Megan Cochran

Lead Software Engineer

Megan Cochran

Lead Software Engineer

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)

Learn more about the toolkit for financial planning with owners

View product

AI data capture

Clients want easy. RISR makes capturing business data seamless.

Insights that matter

Get the talking points you need to give great advice.

Client-ready deliverables

Generate branded reports to deliver immediate and tangible value.

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

Book a demo

Home

Product

Succession & Exit

Discovery & Data Capture

Business Valuation

Wealth & Retirement Planning

Risk Management

Client-ready Deliverables

hello@risr.com

(610) 991-7165