RISR
About RISR
RISR provides a platform that integrates with QuickBooks and utilizes AI to capture, organize, and analyze financial data for business owners. This technology enables advisors to generate personalized insights and actionable recommendations, addressing the need for informed decision-making during significant wealth transitions.
```xml <problem> Many business owners lack a clear understanding of their financial data, hindering their ability to make informed decisions regarding growth, risk mitigation, and succession planning. Advisors often struggle to efficiently capture, organize, and analyze client financial data, limiting their capacity to provide personalized and impactful advice. </problem> <solution> RISR is a business owner engagement platform that leverages AI to streamline financial data capture, analysis, and insight generation. The platform integrates with QuickBooks and allows for tax document uploads, enabling advisors to access critical financial information. RISR's AI engine organizes and analyzes this data, providing personalized business insights related to valuation, growth opportunities, key risks, and exit goals. These insights empower advisors to deliver tailored recommendations across insurance, succession, estate, and tax planning, fostering deeper client relationships and improved outcomes. </solution> <features> - Secure QuickBooks integration and tax document upload functionality for seamless data capture - AI-powered engine that automatically organizes and analyzes financial data - Personalized business insights covering valuation, growth opportunities, key risks, and exit goals - Recommended next steps across insurance, succession, estate, and tax planning - Talking points to facilitate meaningful conversations with business owners </features> <target_audience> RISR primarily targets financial advisors, accountants, and wealth managers who serve business owners and seek to enhance their advisory services through data-driven insights. </target_audience> ```
What does RISR do?
RISR provides a platform that integrates with QuickBooks and utilizes AI to capture, organize, and analyze financial data for business owners. This technology enables advisors to generate personalized insights and actionable recommendations, addressing the need for informed decision-making during significant wealth transitions.
Where is RISR located?
RISR is based in Berwyn, United States.
When was RISR founded?
RISR was founded in 2024.
How much funding has RISR raised?
RISR has raised 1500000.
Who founded RISR?
RISR was founded by Jason Early.
- Jason Early - CEO
- Location
- Berwyn, United States
- Founded
- 2024
- Funding
- 1500000
- Employees
- 9 employees