Tolerisk was founded to address the shortcomings of traditional, one-dimensional risk tolerance questionnaires used in the financial advisory industry. The company provides a sophisticated software-as-a-service (SaaS) platform that helps financial advisors move beyond simple questionnaires to a more precise, two-dimensional model of risk assessment. This model considers both a client's willingness to take risks (risk preference) and their ability to do so (risk capacity), generating a proprietary "Tolerisk Score" to guide investment strategy and ensure regulatory compliance.

Founded in

United States