List of Riskalyze Growth Platform Customers
Riskalyze
373 Elm Avenue,
Auburn, 95603, CA,
United States
Auburn, 95603, CA,
United States
1 530-748-1660
Professional Services
300
$45M
Since 2010, our global team of researchers has been studying Riskalyze Growth Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Riskalyze Growth Platform for Customer Engagement from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Riskalyze Growth Platform for Customer Engagement include: Ae Wealth Management, a United States based Banking and Financial Services organisation with 602 employees and revenues of $35.0 million, Merit Financial Advisors, a United States based Professional Services organisation with 200 employees and revenues of $30.0 million, Telemus Capital, a United States based Banking and Financial Services organisation with 40 employees and revenues of $20.0 million, Sherman Portfolios, a United States based Banking and Financial Services organisation with 30 employees and revenues of $10.0 million, Northstar Wealth Partners, a United States based Banking and Financial Services organisation with 15 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Riskalyze Growth Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Riskalyze Growth Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Ae Wealth Management | Banking and Financial Services | 602 | $35M | United States | Riskalyze | Riskalyze Growth Platform | Customer Engagement | 2020 | n/a |
In 2020, Ae Wealth Management implemented Riskalyze Growth Platform on their website to support digital client acquisition and advisor engagement. The Riskalyze Growth Platform was deployed as a web embedded engagement layer, surfaced on public pages to capture prospect intent and to initiate online advisory interactions, aligning with the Customer Engagement category.
Configuration centered on interactive risk assessment and prospect profiling capabilities common to the Riskalyze Growth Platform, including online risk questionnaires, modular lead capture forms, and configurable engagement flows for advisors and marketing. The implementation emphasized calibrated risk scoring and guided engagement paths to convert website visitors into qualified leads, with the Riskalyze Growth Platform driving standardized client intake touchpoints.
Operational responsibility rested with marketing and advisory teams, who used the website delivery of Riskalyze Growth Platform to orchestrate initial prospect interactions and to funnel leads into advisor workflows. Governance focused on consistent questionnaire configuration and web deployment controls to ensure the Customer Engagement experience matched firm messaging and advisor follow up processes.
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Financial Designs | Banking and Financial Services | 10 | $2M | United States | Riskalyze | Riskalyze Growth Platform | Customer Engagement | 2018 | n/a |
In 2018, Financial Designs implemented Riskalyze Growth Platform on its website to centralize Customer Engagement for prospect acquisition and advisory intake. The Riskalyze Growth Platform was embedded into public-facing pages to provide client-facing risk assessment and lead capture functionality, aligning marketing touchpoints with advisor intake workflows.
Deployment was web-centric and proportionate to the firm size, with configuration focused on embeddable risk questionnaires, prospect forms, and conversion tracking capabilities typical of Customer Engagement platforms. Operational responsibility rested with the firm’s internal website and advisory staff, covering marketing and advisor onboarding functions and governing ongoing form configuration and prospect follow-up processes.
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Forefront Wealth Partners | Banking and Financial Services | 10 | $3M | United States | Riskalyze | Riskalyze Growth Platform | Customer Engagement | 2017 | n/a |
In 2017, Forefront Wealth Partners implemented Riskalyze Growth Platform as a Customer Engagement application on their website. The Riskalyze Growth Platform was deployed as a client facing engagement layer to surface risk assessments and capture prospect information directly from site visitors.
Deployment used an embedded web implementation and browser based workflows, configured to present interactive risk profiling, contact capture, and personalized assessment outcomes. Configuration emphasized client facing assessment logic and automated prospect routing consistent with Customer Engagement capabilities, enabling advisors to view profile summaries and prioritize follow up.
Operational scope centered on the firm’s advisory and client acquisition functions, with the small ten person team using the website deployment to qualify leads and initiate advisor outreach. Integration points were focused on web embedding and in platform data capture, with the firm operating the solution from the public site and routing prospects into internal advisor workflows.
Rollout was executed with internal ownership by advisors and marketing staff, requiring updates to intake and outreach processes and ongoing in house administration for content and configuration changes. Governance therefore emphasized direct operational control over the Riskalyze Growth Platform by the advisory team rather than external implementation partners.
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Merit Financial Advisors | Professional Services | 200 | $30M | United States | Riskalyze | Riskalyze Growth Platform | Customer Engagement | 2023 | n/a |
In 2023, Merit Financial Advisors deployed the Riskalyze Growth Platform to upgrade the client experience and provide advanced risk and analytics capabilities to its advisors. The deployment is classified in the Customer Engagement category and targeted advisor workflows and portfolio analytics for a large base of high net worth clients across the United States.
The implementation embedded Riskalyze Growth Platform capabilities including risk scoring and portfolio analytics modules, and configured advisor facing client engagement workflows to standardize interactions and risk profiling. Integration with Merit’s data warehouse centralized client records and analytics, enabling a single source for portfolio metrics and consistent reporting across advisor teams.
Rollout focused on Merit’s advisor organization supporting high net worth clients, impacting investment advisory, client onboarding, and relationship management functions. Governance emphasized workflow standardization, data synchronization rules with the data warehouse, and process orchestration to ensure consistent risk communication and portfolio review cadence.
The Riskalyze Growth Platform deployment was designed to standardize advisor workflows and help attract and retain clients while delivering advanced analytics to advisors. Merit positioned the platform to centralize portfolio analytics and improve advisor led client engagement without specifying implementation partners or cost details.
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Northstar Wealth Partners | Banking and Financial Services | 15 | $3M | United States | Riskalyze | Riskalyze Growth Platform | Customer Engagement | 2017 | n/a |
In 2017 Northstar Wealth Partners deployed the Riskalyze Growth Platform for Customer Engagement on its website. The implementation targeted client-facing engagement and prospect capture for the 15 person wealth advisory firm operating in the United States, positioning the Riskalyze Growth Platform as the primary web instrument for initial client interactions.
The Riskalyze Growth Platform was configured to host interactive risk profiling and client questionnaires, to surface risk-aligned portfolio illustrations, and to present personalized recommendations at the point of web engagement. Configuration emphasis was placed on embedding the Riskalyze Growth Platform into website flows, instrumenting advisor controlled questionnaires, and maintaining consistent presentation of risk scores and client-facing analytics.
Operational coverage focused on marketing and advisory functions, with the web embedded deployment supporting lead capture, client intake and front-end onboarding workflows used by advisors and client service teams. The implementation standardized the firm s intake sequencing and routed web-originated prospects into established advisor follow up procedures, keeping the Riskalyze Growth Platform as the entry point for client risk conversations.
Governance concentrated on advisor oversight of questionnaire content and the operational ownership of client intake processes, aligning web engagement with firm level advisory workflows. The deployment emphasized consistent risk assessment practices and structured client conversations through the Riskalyze Growth Platform, maintaining clarity between the Customer Engagement layer and downstream advisory activities.
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Banking and Financial Services | 30 | $10M | United States | Riskalyze | Riskalyze Growth Platform | Customer Engagement | 2024 | n/a |
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Banking and Financial Services | 40 | $20M | United States | Riskalyze | Riskalyze Growth Platform | Customer Engagement | 2016 | n/a |
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Banking and Financial Services | 10 | $1M | United States | Riskalyze | Riskalyze Growth Platform | Customer Engagement | 2020 | n/a |
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Buyer Intent: Companies Evaluating Riskalyze Growth Platform
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Riskalyze Growth Platform Coverage
Riskalyze Growth Platform is a Customer Engagement solution from Riskalyze.
Companies worldwide use Riskalyze Growth Platform, from small firms to large enterprises across 21+ industries.
Organizations such as Ae Wealth Management, Merit Financial Advisors, Telemus Capital, Sherman Portfolios and Northstar Wealth Partners are recorded users of
Riskalyze Growth Platform for Customer Engagement.
Companies using Riskalyze Growth Platform are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.
Companies using Riskalyze Growth Platform are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Riskalyze Growth Platform across Americas, EMEA, and APAC.
Companies using Riskalyze Growth Platform range from small businesses with 0-100 employees - 75%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of Riskalyze Growth Platform include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Riskalyze Growth Platform customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Customer Engagement.