RISR, a business owner engagement platform built for financial advisors, has struck a strategic partnership with Allworth Financial aimed at expanding business owner planning across Allworth’s national advisory platform. Under the collaboration, Allworth advisors will use RISR’s technology through a unified dashboard to help entrepreneurs navigate the full business lifecycle, spanning growth planning, valuation, succession planning, and exit preparation.
Allworth, a national registered investment advisory firm with approximately $34 billion in assets under management, positioned the partnership as an extension of its integrated model that combines financial advice with tax planning at scale. By embedding RISR into its platform, the firm is seeking to deepen its ability to deliver coordinated financial, tax, and business planning for business owners, particularly as more owners approach retirement and transitions accelerate across the country.
The companies framed the integration as a way to bring more structured, data-driven business planning into broader personal wealth strategies, helping ensure that business, personal, and tax decisions stay aligned ahead of liquidity events and long-term planning milestones. RISR’s platform is designed to streamline business owner planning workflows, including evaluating business value, modeling succession scenarios, and connecting business and personal considerations in one centralized experience, while still supporting advisor-client relationships.
As part of the rollout, end clients will be able to access RISR’s insights and deliverables through select Allworth advisors as part of Allworth’s integrated planning offering. RISR, founded in 2024, describes its platform as an engagement layer intended to help advisors deliver valuation insights, identify growth opportunities, assess risk, and support planning needs that can include succession and exit planning, estate and legacy planning, retirement planning, insurance coverage, tax planning, and capital and liquidity planning.
Allworth, founded in 1993 and headquartered in Folsom, California, operates in all 50 states through more than 40 offices and offers investment management, tax planning and preparation, estate planning, insurance, and 401(k) management. The firm said it has completed 45 acquisitions since 2018 and is backed by Lightyear Capital and the Ontario Teachers’ Pension Plan Board.
KEY QUOTES
“Allworth remains committed to the idea that quality financial guidance is both comprehensive and personalized, with our success tied to our clients’ success. Our partnership with RISR builds on that commitment by giving our advisors additional, modern tools to support business owners who are the backbone of local economies, helping them make confident decisions about their businesses, their families and their futures.”
John Bunch, Chief Executive Officer, Allworth Financial
“Business owners don’t experience their finances in silos, and neither should their advisors. Allworth has built a highly innovative model by bringing tax and advisory services together at scale. Our partnership helps extend that model even further, giving advisors a modern, data-driven framework to deliver enterprise-level business owner planning to entrepreneurs in communities across the country.”
Jason Early, Founder and Chief Executive Officer, RISR
