Riskalyze is the company that invented the Risk Number™, the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments. Riskalyze was twice named one of the world’s ten most innovative companies in finance, and advisors use the platform to manage $380 billion in assets.
Based on a Nobel prize-winning framework, the Risk Number® has become a staple in the practice of a financial advisor. We attribute our growth to the incredible advisors who have revolutionized risk by rallying around this movement of empowering fearless investing.
We believe that investing is broken. The industry too often approaches investment risk with subjectivity, stereotypes, and a slew of other outdated practices. The Risk Number® quantifies the semantics and gives advisors the tools to empower their clients to invest fearlessly.
Riskalyze enables advisors to show prospects they’re invested wrong and prove to clients they’re invested right. When it comes the Risk Number®, clients just “get it.” An advisor will meet with a prospect who is a 23, but is currently invested like a 65. No wonder this client is nervous and making poor investment decisions! This advisor corrected the misalignment and empowered their client to be a long-term, fearless investor. We get to hear variations of this story week after week.
Aaron Klein, CEO