What a Week!
By @AaronKlein, CEO at Riskalyze
It's been quite the season for us here at Riskalyze! With so much going on, I thought it'd be good to take a moment and comment on my favorite highlights from the past week.
So, in case you missed it, here's a recap of about 10 days of Riskalyze news:
Riskalyze Raises $20 Million Growth Equity Investment to Accelerate Risk Number and Robo Platforms for Independent Financial Advisors
We partnered with a growth equity firm that will fuel us to be a long-term independent partner for our advisors. FTV Capital is a great firm with a proven track record of being a long-term investor in high-growth companies in our space. We couldn't have been happier to share the news and see the coverage in InvestmentNews, FPPad.com, WealthManagement.com, BankInnovation.net, The Wall Street Journal and more.
We're proud to have brought the Risk Number® to several new platforms and made "integrations with Riskalyze" a recurring theme at this year's T3 Enterprise conference.
It's been clear to us for a while that joint customers between Riskalyze and MoneyGuidePro wanted these two products to work more closely together, and we’re excited to finally announce this partnership!
New single-click solutions and multi-platform visibility will greatly enhance the workflows of advisors using Junxure's CRM tools and Riskalyze.
When it comes to equipping advisors with more efficient workflows, LaserApp is the industry leader, and we’re thrilled to partner with them.
We’re thrilled that the Risk Number will now be embedded into advisors' asset maps. And hey, our friends at Asset-Map even produced a cartoon about it!
We joined up with the Gadget Girl team at InvestmentNews to crack the case on how advisors address the DOL fiduciary rule with the Risk Number®. Spoiler Alert: Our very own informant, @KyleVanPelt, may have ended up being pushed into the pool. 😂
I'm incredibly proud to have our team honored at these types of events in our community. Hat tip to fellow software finalists DialSource and Wyndow for the great work they've put into their platforms. And in case you haven't heard, Sacramento, we're hiring!
I couldn't be more proud of our teams in Northern CA, Atlanta, and across the country. It's been a privilege so far to partner with advisors to empower fearless investing, and my favorite part is that we're just getting started.