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WEBSITE

riskalyze.com
SECTOR

Financial Services
INVESTMENT YEAR

2016
STATUS

Realized, Recapitalized by Hg Capital
LOCATION

Auburn, CA

FTV TEAM

Brad Bernstein
Managing Partner

Adam Hallquist
Principal

Riskalyze

Software platform for financial advisors that enables advisors to upload and build client portfolios and identify the portfolio’s Risk Number.

Investment Theme

Long‐term trend toward adoption of roboadvisors and automation tools.

Recent News and Insights

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