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Tolerisk

Tolerisk

Private
Voorhees, New JerseyFinTechhttps://www.tolerisk.com/

Company Overview

Tolerisk is a financial software company that provides a cloud-based risk tolerance assessment and financial planning analytics platform for financial advisors.

Sector

FinTech

Verticals

Wealth Management, Compliance & Risk, Financial Data, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

risk tolerance assessmentrisk capacity analysisfinancial advisor softwarewealthtechadvisor techrisk profilingfiduciary compliancerisktechcash-flow analysisportfolio analyticsAI companion401k plan software

Historical Pricing

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Caplight Momentum Score

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Tolerisk Comparables

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Tolerisk comparables — related companies by embedding similarity
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Andes Risk
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82%
Kwanti
82%

Tolerisk Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

Mark Friedenthal

Founder & CEO

Founding Team

Ryan Wheeler

Chief Technology Officer

Executive Team

Tolerisk Filings

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Tolerisk filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Tolerisk's valuation, stock price, and market status.

Is Tolerisk a public or private company?

Tolerisk is a private company.

What is the current stock price of Tolerisk?

Tolerisk is a private company with no public stock price. No recent secondary market data is available.

How much is Tolerisk worth (valuation)?

Valuation information for Tolerisk is not publicly available.

Can I buy Tolerisk stock?

Tolerisk shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Tolerisk's last funding round?

Funding round information for Tolerisk is not publicly available.

Who are the main investors in Tolerisk?

Investor information for Tolerisk is not publicly disclosed.

Will Tolerisk IPO soon?

No public IPO plans have been announced for Tolerisk.

How can I track Tolerisk secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Tolerisk's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersVoorhees, New Jersey
Employee Range6
Year Founded2014
Last Funding—

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