Riskalyze provides a Risk Number®‑powered Risk Alignment Platform that helps advisors, broker‑dealers, RIAs, asset managers, custodians and clearing firms assess client risk tolerance and align investments. Its product suite includes Autopilot for executing a digital advice model and Compliance Cloud for compliance teams to spot issues and gain real‑time visibility. The company received a $20M minority growth equity investment and intends to use the funds to expand digital offerings and hire additional product and engineering staff. Leadership includes CEO Aaron Klein and co‑founder/Chief Investment Officer Mike McDaniel. Riskalyze employs more than 100 people and operates from offices in Sacramento and Atlanta. The investment brought FTV Capital on board, with FTV managing partner Brad Bernstein joining Riskalyze’s board of directors.

Total raised

$20M

Funding rounds

1

Latest round

Series A

Latest activity

Oct 2016