New Products

Business Owner Platform Partners With Citadel

Editorial Staff October 29, 2024

Business Owner Platform Partners With Citadel

RISR works with business owners and helps them to take charge of their financial futures – an important part of wealth management's value proposition.

RISR, a business owner engagement platform for financial advisors that was founded this year, is partnering with Citadel Wealth Management, which is a division of Citadel Credit Union.

By integrating RISR’s platform, Citadel’s advisors can offer business owners tools that provide clarity in order to help guide decisions for their financial futures, RISR said in a statement. Owners can also gain real-time insights into business valuation, financial health, growth opportunities and potential risks.

In other moves, RISR recently partnered with Journey Strategic Wealth and Great Valley Advisor Group.

Citadel’s parent firm is a not-for-profit financial institution serving over 260,000 members, operating in the Greater Philadelphia area, and dates back 85 years.

“Integrating RISR’s platform allows us to access valuable insights that enable our advisors to engage in more meaningful conversations around topics such as growth, exit planning and risk management,” Sheri Perkins, senior vice president of wealth management at Citadel, said.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes