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Private Wealth Daily

Risk profiling

Investment research and analytics, risk profiling, market data and proposal generation.

14 vendors · Updated October 26, 2026

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Showing 14 of 14Most complete profiles first, then A to Z

Ethos

Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group

  • RIAs
  • Asset managers

Data & researchCustom quote

DNA Behavior

Behavioral and financial-personality profiling platform for advisory firms, with API and AI assistant

  • RIAs

Data & research3 integrationsSubscription

FinMason

Investment and risk analytics API for asset managers, wealth firms and insurers

  • Asset managers
  • RIAs

Data & researchCustom quote

Kwanti

Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors

  • RIAs
  • Broker-dealers

Data & research14 integrationsPer seat

Zephyr

Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams

  • RIAs
  • Banks and trust companies
  • Asset managers

Data & research1 integrationCustom quote

Capital Preferences

Behavioral client discovery and preference profiling software for wealth managers

  • RIAs
  • Asset managers

Data & research1 integrationCustom quote

DataPoints

Behavioral finance assessments and risk tolerance questionnaires for advisors

  • RIAs

Data & research3 integrationsPer seat

Finliti

Behavioral investor profiling and client-retention workflows for independent advisors in the US and Canada

  • RIAs
  • Broker-dealers

Data & researchTiered

OnPointe Risk Analyzer

Risk questionnaires, portfolio risk scoring and client reports for advisors and insurance agents

  • RIAs
  • Insurance

Data & researchPer seat

Ortec Finance

Goal-based financial and wealth planning software for banks and wealth managers

  • Banks and trust companies
  • Asset managers

Financial planning1 integration

Oxford Risk

Behavioural risk profiling and suitability software for wealth managers and advisers

  • RIAs
  • Banks and trust companies
  • Asset managers

Data & researchPer seat

Quantifeed

Digital wealth management platform for banks and brokerages

  • Banks and trust companies
  • Broker-dealers

Portfolio management1 integrationCustom quote

ROL Advisor

Digital discovery tools, training and content for advisors practicing life-centered planning

Client experienceSubscription

Tick two to four vendors, then compare them side by side.

Risk profiling: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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