RISR, a business owner engagement platform for financial advisors, has partnered with OnePoint BFG Wealth Partners, as the wealth management firm looks to strengthen planning services for entrepreneurs and owners of privately held businesses.
Under the agreement, OnePoint BFG will deploy RISR’s platform across its centralised planning team and advisor network to support client engagement, identify planning opportunities and enhance advice for business owners.
The partnership comes as wealth managers seek better tools to support an ageing generation of business owners approaching succession or exit. According to RISR, more than half of US employer businesses are owned by people aged 55 or older, while 74% expect to sell or transfer their businesses as they move towards retirement.\
Founded in 2024, RISR develops technology designed to help financial advisors incorporate business ownership into broader wealth planning strategies.
RISR’s platform provides advisors with insights into a client’s business by analysing areas including valuation, growth potential, succession readiness and risk exposure. The technology also supports planning across succession, estate planning, retirement, insurance, tax and liquidity events.
OnePoint BFG Wealth Partners operates as Bleakley Financial Group, an SEC-registered investment adviser managing more than $18bn in advisory assets. The firm said business owner planning is a key area of focus as it continues to invest in technology and advisory capabilities.
RISR founder and CEO Jason Early said, “Business owners are one of the most complex and underserved client segments in wealth management. OnePoint BFG has a reputation for delivering highly personalized advice and investing in the tools advisors need to succeed.
“We’re excited to partner with a firm that recognizes the tremendous opportunity to serve business owners, and together we’re committed to helping advisors engage these clients more effectively,” he said.
OnePoint BFG CEO Andy Schwartz added, “We’ve always believed that exceptional planning drives exceptional outcomes. As we continue to grow, we’re investing in technology that helps our advisors deepen client relationships and address increasingly complex planning needs.
“We remain focused on helping advisors deliver a more comprehensive planning experience while creating a stronger foundation for future growth,” he said.
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