Founded in 1998 in Sydney, Australia, FinaMetrica Pty Limited developed a scientifically validated, psychometric test to accurately assess an individual's financial risk tolerance. The tool became a global industry standard, used by thousands of financial advisors worldwide to help align investment portfolios with their clients' true risk profiles, thereby fulfilling regulatory and fiduciary duties. In 2017, FinaMetrica merged with PlanPlus Inc. to form PlanPlus Global. Subsequently, the entire entity was acquired by Morningstar, Inc. in late 2020. The FinaMetrica system is now integrated and offered as the "Morningstar Risk Profiler".

Founded in

Australia