Tolerisk
PrivateCompany Overview
Tolerisk is a financial software company that provides a cloud-based risk tolerance assessment and financial planning analytics platform for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Compliance & Risk, Vertical SaaS, Business Intelligence
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
risk tolerance assessmentrisk capacity analysisfinancial advisor softwarewealthtechadvisor techrisk profilingfiduciary compliancerisktechcash-flow analysisportfolio analyticsAI companion401k plan software
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Tolerisk Comparables
Compare Tolerisk with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Andes Risk | 90% | |
| StratiFi | 82% | |
| Kwanti | 82% | |
Tolerisk Funding Rounds
Historical fundraising activity
Key People
Founding team and executive leadership
Tolerisk Filings
SEC and related filings with document metadata.
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|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Tolerisk's valuation, stock price, and market status.
Firmographic Details
HeadquartersVoorhees, New Jersey
Employee Range8
Year Founded2014
Last Funding—