RISR is the first comprehensive business owner engagement platform for financial advisors, built to deepen relationships between advisors and their private business owner clients. The platform seamlessly aggregates and analyzes disorganized private business data, integrating with QuickBooks and extracting data from tax returns to surface valuation, growth, risk and other insights. RISR supports use cases including succession and exit planning, estate and legacy planning, retirement, insurance coverage, tax planning, and capital and liquidity planning. The company has a partnership with Insurex and is expanding data capture and insights generation through key integrations and artificial intelligence. Early customers have benefited from its team, which includes founder and CEO Jason Early and Chief Operating Officer Cory Siegfried. RISR plans to use its recent capital to fund strategic hires, service enhancements and ongoing platform development.

Total raised

$2M

Funding rounds

1

Latest round

Seed

Latest activity

Jun 2024