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Pocket Risk

About Pocket Risk

Pocket Risk is an online risk tolerance questionnaire for financial advisors. Through a combination of academic research, interviewing advisors and speaking to clients we have created a robust and client-friendly questionnaire. Pocket Risk is used by advisors in the US, Canada, UK, India, Australia and New Zealand.

Min project size

50,000+

Hourly rate

50 / hr

Employees

3

Locations

United Kingdom

Year founded

Founded 2012

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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