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Totum Risk provides a multi-scoring risk tolerance tool kit for financial advisors and investors. Totum is different, we focus on facts over feeling or bhow much risk an investor can take given…

Totum Risk provides a multi-scoring risk tolerance tool kit for financial advisors and investors. Totum is different, we focus on facts over feeling or bhow much risk an investor can take given…
Product: Totum Risk — multi-scoring risk-tolerance and portfolio risk toolkit for advisors and institutions
Headquarters: Boulder, Colorado, United States
Corporate: Legal name Totum Risk, LLC; operates as a sub-organization of TIFIN
Founders: Larry Shumbres and Mark Cone
Funding signal: Supported by Envestnet Yodlee incubator; acquired by TIFIN in 2021
Risk tolerance assessment, portfolio risk scoring, compliance support for financial advisors and institutions.
2015
Fintech / WealthTech
3500000.00
Figure reported in company snapshot metadata
“Supported by Envestnet Yodlee incubator; acquired by TIFIN in 2021”
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