Pocket Risk
Curated by SignalRisk and compliance management platform for wealth managers and advisors.
Overview
Pocket Risk operates in the RegTech sector, concentrating on risk and compliance management for wealth managers. The platform includes a risk tolerance questionnaire that allows financial advisors to evaluate their clients' willingness to accept investment risks while adhering to applicable regulations. Utilizing academic research recognized by a Nobel Prize, Pocket Risk offers sophisticated risk profiling methodologies and insights into client behaviors, which can assist in creating customized investment recommendations. The platform is intended for financial advisors in various countries, aiming to simplify compliance processes and improve client service. Through its online model, Pocket Risk enables advisors to provide personalized investment strategies while ensuring regulatory compliance.
Key facts
- Founded
- 2012
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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