Insights from Riskalyse Fearless Investing 2022
“Last October, I visited the Fearless Investing conference for the first time. Aaron Klein deservedly has a reputation as one of the nicest guys in the financial services industry, indeed, the whole Riskalyze team are lovely people and they sure put on an amazing show.” – Ian McKenna
Asset-Map is a financial planning platform designed to visually represent clients’ financial situations, helping advisors and clients better understand their overall financial picture. The platform creates easy-to-read, graphical representations of assets, liabilities, insurance policies, and other financial elements. By consolidating complex financial information into a single, intuitive visualization, Asset-Map facilitates more effective communication between advisors and clients, leading to clearer financial goal setting and more informed decision-making.
|Name||Adam Holt – CEO and Founder|
|Location||Philidelphia, United States|
|Company||PreciseFP – Part of Docupace|
|Location||LA, United States|
|Location||LA, United States|
Elements is a financial planning software designed to assist financial advisors in delivering personalized advice and managing their practices efficiently. The platform provides a suite of tools, including data analytics, task automation, and client engagement features, to streamline the financial planning process. With a focus on simplicity and usability, Elements helps advisors monitor client progress, identify opportunities, and make informed decisions. The platform’s goal is to enhance advisor-client relationships and support clients in achieving their financial objectives.
FP Alpha’s AI-driven technology “reads” clients’ tax returns, wills, trusts, and insurance policies, aiming to instantly summarise key data, identify actionable planning insights, quantify the value of advice, and drive more revenue to the advisor.
A digital marketing agency specializing in social media management and lead generation for financial advisors and professionals. The company offers services such as content creation, social media posting, targeted advertising, and reputation management. By leveraging social media platforms and tailored marketing strategies, Hyperchat Social aims to help financial advisors build their online presence, engage with their target audience, and generate qualified leads to grow their businesses.
An Australian-based financial planning software company that focuses on enhancing client engagement and delivering value-driven advice. The platform provides financial advisors with tools to facilitate meaningful conversations, discover clients’ values and goals, and create personalized life and financial plans. By emphasizing the human aspect of financial advice, Lumiant aims to help advisors build stronger relationships with their clients and support them in achieving their life and financial aspirations. The company also have an extensive operation in the US and are looking to enter the UK market.
|Name||Laura Holt – Head of Sales|
Pico Is a crypto currency custodian providing greater security by holding digital assets off line.
|Location||New York, United States|
Redtail Technology is a provider of client relationship management (CRM) software specifically designed for financial advisors and professionals. The cloud-based platform offers tools for managing client information, tracking interactions, automating workflows, and integrating with other financial applications. By centralizing and streamlining client data management, Redtail CRM helps financial advisors improve their practice efficiency, enhance client communication, and ultimately, deliver better financial advisory services.
Stake is an impact investment platform that empowers investors and financial advisors to align investments with their values. Stake provides tools to analyze portfolios based on various environmental, social, and governance (ESG) factors, enabling users to make informed decisions regarding socially responsible investments. By offering detailed impact reporting and insights, Stake helps advisors and clients engage in meaningful conversations and build investment strategies that reflect their values and goals.
|Name||Wim Van Lerberghe|