Jason Early
CEO
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.
- Artificial Intelligence
- Data & Analytics
- Enterprise Software
- Financial Technology
- Software Only
Updated 7 months ago
Funding
Raised to date
$1.5MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Product
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.
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.
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.
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