RISR, a Philadelphia, PA-based provider of a comprehensive business owner engagement platform for financial advisors, raised $1.5M in funding.
Backers included Kane Brenan, Angelo Grecco, Kevin Lucey, Scott Hildenbrand, Frank Coates and David Henkin.
The company intends to use the funds to accelerate its strategic hires, service enhancements and platform development.
Led by Jason Early, founder and CEO, and Cory Siegfried, COO, RISR provides an engagement platform designed to empower advisors and the business owners they serve. By offering insights into valuation, growth opportunities, risk assessment, and more, it helps advisors deliver advice to clients. Its platform supports succession and exit planning, estate and legacy planning, retirement planning, insurance coverage, tax planning, and capital and liquidity planning.
Today, the platform is fully integrated with QuickBooks and is capable of reading and extracting data from tax returns, enabling advisors to access financial data. In addition, RISR’s partnership with Insurex expands its offerings in the insurance sector.
FinSMEs
26/06/2024