Pocket Risk is an online risk tolerance questionnaire for financial advisors. Through a combination of academic research, interviewing advisors and speaking to clients we have created a robust and client-friendly questionnaire. Pocket Risk is used by advisors in the US, Canada, UK, India, Australia and New Zealand.
| Website | https://www.pocketrisk.com |
| Revenue | $5 million |
| Employees | 2 (2 on RocketReach) |
| Founded | 2012 |
| Phone | +1 917-563-2502 |
| Technologies |
JavaScript
,
HTML
,
PHP
+35 more
(view full list)
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| Industry | Technology, Information and Internet, Investment Banking, FinTech, Finance, Financial Services |
| Keywords | Digital Risk Management, Advisor Technology, Client Onboarding Software, Wealth Management Software, Financial Planning Software, Financial Technology Solutions, Investment Risk Management |
| Competitors | Bloomberg, BlackRock, FactSet, T. Rowe Price, Morningstar, Addepar, eMoney Advisor, RiskMetrics Group, Riskalyze, FinMason +40 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular Pocket Risk employee's phone or email?
Pocket Risk Questions
The Pocket Risk annual revenue was $5 million in 2026.
2 people are employed at Pocket Risk.
The NAICS codes for Pocket Risk are [5239, 523, 52, 52393].
The SIC codes for Pocket Risk are [62, 628].
Top Pocket Risk Employees
-
Maryam Ali
Business Development Manager at Pocket Risk
Dubai, United Arab Emirates -
Alex Reed
Business Development Manager at Pocket Risk
United Kingdom1
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