Totum Wealth Information

Totum by TIFIN | 725 followers on LinkedIn. The #1 multi-scoring risk tolerance questionnaire platform based on human capital factors. | Totum Risk is the only multi dimensional risk tolerance questionnaire platform that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. The questionnaire is 12 questions based on facts not feelings and is mobile friendly.

Website	https://www.totumrisk.com
Revenue	$4 million
Employees	8 (0 on RocketReach)
Founded	2015
Address	1222 Pearl St Ste 200, Boulder, Colorado 80302, US
Phone	+1 770-727-4060
Technologies	JavaScript , HTML , PHP +36 more (view full list)
Industry	Financial Services, Finance General, Comprehensive and Powerful Advisor Proposal Tool, Information Technology and Services, Finance, FinTech, Institutional-Quality Analytics, Impact Investing, Holistic Analysis of Client Risk Capacity, Lending and Investments, Machine Learning, Artificial Intelligence, Data and Analytics, Software, SaaS, Wealth Management
Keywords	Financial Advisor Tools, Investment Risk Assessment, Risk Assessment Tools, Portfolio Risk Management, Wealth Management Technology, Financial Planning Software, Advisor Technology Solutions, Investment Technology Platform, Wealth Management Software, Human Capital Analytics, Wealthtech Solutions, Financial Technology Platform, Digital Advice Platform, Client Onboarding Solutions
Competitors	Wealthfront, Betterment, Personal Capital, Schwab Advisor Services, Robinhood, Vanguard, Fidelity Investments, T. Rowe Price, Ally, Merrill Edge +32 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies