Modern Wealth taps RISR for business owner planning

August 7, 2025

Modern Wealth has announced a new partnership with RISR to enhance its planning capabilities for business owners across its growing national platform.

This move will allow the registered investment advisory (RIA) firm, which oversees over $8.5bn in assets, to offer its network of financial advisors a more unified and strategic approach to serving business clients.

The collaboration sees RISR’s business owner engagement platform integrated into Modern Wealth’s advisory services. RISR’s technology is designed to bring together a client’s business financials, tax documents, succession plans and liquidity goals within a single platform.

RISR founder and CEO Jason Early said, “Modern Wealth has built one of the most progressive and advisor-centric platforms in the country, and we’re proud to support their vision.

“Business owners need more than portfolio management—they need clarity around their personal and business finances, guidance on succession and tax strategy and confidence in their long-term plan. This partnership brings all of that together.”

By incorporating RISR’s platform, Modern Wealth advisors will be better positioned to manage complex issues such as succession, tax optimisation and liquidity events. The solution is expected to streamline workflows across multiple planning disciplines and proactively highlight both risks and opportunities for clients.

The partnership also supports Modern Wealth’s wider mission to equip advisors with comprehensive business resources. These include support in compliance, marketing, HR, operations and technology—enabling advisors to concentrate on client service and business growth.

Modern Wealth head of advisory services Jason Del Col said, “As Modern Wealth scales nationally, it’s essential that we arm our advisors with the tools and technology they need to run their practice efficiently, stay focused on client service and continue growing.

“RISR’s platform fits perfectly within our integrated service model. It empowers our advisors to have smarter, more strategic conversations with business owners and ultimately helps them deliver more comprehensive advice.”