List of Riskalyze Growth Platform Customers
Auburn, 95603, CA,
United States
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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Professional Services | 200 | $30M | United States | Riskalyze | Riskalyze Growth Platform | Customer Engagement | 2023 | n/a |
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Banking and Financial Services | 15 | $3M | United States | Riskalyze | Riskalyze Growth Platform | Customer Engagement | 2017 | n/a |
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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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