Founded in 2014, Pocket Risk is a software-as-a-service (SaaS) company that develops and provides a scientifically validated risk profiling toolkit for financial advisors and wealth management firms. Its core product is a customizable, white-label risk tolerance questionnaire designed to help advisors accurately assess a client's financial risk profile, fulfill compliance requirements, and build stronger client relationships. The platform aims to replace outdated, paper-based methods with a modern, digital, and behaviorally-informed approach to understanding client risk.

Founded in

United Kingdom