RISR, Empowering business owners’ most trusted advisor has raised $1.5M in Funding. This seed round, which saw participation from financial services industry titans including Kane Brenan, Angelo Grecco, Kevin Lucey, Scott Hildenbrand, Frank Coates and David Henkin. RISR will primarily fund strategic hires, service enhancements and platform development.
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For decades, tech advancements have enabled advisors to holistically manage the financial affairs and life of an entire household without much given to help serve business owners more directly. RISR believes that the financial services industry has all the products and expertise to deliver a great experience to business owners but have lacked the proper technology, until now.
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“We believe deeply in the work that advisors do, which often blends tactics with the art of understanding a business owner’s hopes, dreams and desires,” said Jason Early, founder and chief executive officer of RISR. “At RISR, we are hyper-focused on helping advisors better serve business owners. Sixty-five percent of them don’t have an advisor, and that doesn’t sit right with us. We designed our platform to change that.”
“RISR has assembled an exceptional team to address a pressing need,” said Kevin Lucey, a key RISR investor and advisory board member who previously served as managing director and chief operating officer at Hamilton Lane. “Amid a significant decline in the number of publicly listed companies, attention has been shifting to the private market, and the owners of those companies desperately need sound advice. Jason and team are equipping advisors with unmatched technology that addresses this need head on. I am confident in RISR’s ability to drive meaningful change, unlocking critical insights for business owners and the advisors who serve them.”
About RISR
Founded in 2024, RISR empowers business owners’ most trusted advisors. By aggregating critical data and delivering impactful insights through a visualization dashboard, advisors will bolster key business decisions as owners transition to creating a lasting legacy from their years of endless hard work.
