RiskSmith

Tampa, United States Founded: 2017 • Age: 9 yrs
Online platform for portfolio management solutions

About RiskSmith

RiskSmith is a Technology company based in Tampa (United States) founded in 2017. It operates as an online platform for portfolio management solutions. RiskSmith has raised $1 million across 1 funding round from investors including Liquid Mercury. The company has 42 employees. RiskSmith offers products and services including RiskSmith Platform, Risk Efficiency Metric, and dScore Tool. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Portfolio Management. Its legal entity is RISKSMITH INSURANCE SERVICES, LLC. Its competitors include LVL1 Group, Propelle, planD, MPGI and Coremont and 3 more; 2 of its 8 listed competitors have raised funding.

Company details

RiskSmith was founded in 2017 in Tampa, United States, operating as an online platform in the portfolio management sector. Investors are supported in building and overseeing portfolios through a risk-aware model. Access is granted to exclusive content, product updates, learning materials, strategy-sharing tools, and a network of similar investors for collaboration.

  • Headquarters Tampa, United States
  • Employees 42
  • Sectors
    Technology
  • Website risksmith.com
  • Social LinkedIn X
  • Legal Name Risksmith Insurance Services, Llc
Key Metrics
  • Total Equity Funding
    $1M (USD)

    in 1 rounds

  • Latest Funding Round
    $1M (USD), Seed

    Sep 2022

  • Investors
  • Employee Count
    42

Products & Services of RiskSmith

RiskSmith offers a comprehensive portfolio of products and services, including RiskSmith Platform, Risk Efficiency Metric, and dScore Tool.

RiskSmith Platform
Investment Tool

Tool for researching investments and analyzing portfolio risks with science-backed insights.

Risk Efficiency Metric
Analytics Feature

Metric that evaluates risk-reward tradeoffs in investment portfolios for better decisions.

dScore Tool
Risk Assessment

Tool measuring portfolio volatility compared to market benchmarks like the S&P500.

Funding Insights of RiskSmith

RiskSmith has successfully raised a total of $1M through 1 strategic funding round. The most recent funding activity was a Seed round of $1 million completed in September 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $1M
  • Total Rounds 1
  • Last Round Seed — $1M
  • First Round $1M

    (Sep 2022)

  • Investors Count 1

All 1 funding rounds of RiskSmith with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Sep 2022$1MSeed–Mercury Digital Assets
–
Valuation history

1 investors in total: 1 institutional.

Investors in RiskSmith

RiskSmith has secured backing from 1 investor. Prominent investors backing the company include Liquid Mercury.

All
InvestorDescriptionFounded YearDomainLocation
Liquid Mercury is recognized for powering professional crypto trading.
–mercurydigitalassets.comChicago, United States
Premium access

Investor details for RiskSmith

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

Timeline of RiskSmith

2 dated milestones of RiskSmith across 5 years, from founding to its latest funding, stage changes and deals.

  1. Founded RiskSmith is founded.
  2. Funding First funding round of $1.0M.

Competitors of RiskSmith

RiskSmith has 8 listed competitors in our database, 2 of them funded. They include LVL1 Group, Propelle, planD, MPGI and Coremont, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
lvl1group.com2018London, United Kingdom––
Operates a digital hub providing investment management solutions.
propelle.io2022London, United Kingdom$596,7704
Online platform for women's wealth investment and tracking is provided.
pland.co2021London, United Kingdom$1.84M2
Financial services for private investment markets
mpgi.co2015London, United Kingdom––
Investment management platform for internet companies is operated.
coremont.com2018London, United Kingdom––
Provides cloud-based portfolio management and analytics for investment managers worldwide.
martleycapital.com2023London, United Kingdom––
Real estate investment management platform for individuals
dayoss.tech2022Sutton Coldfield, United Kingdom––
Smart tool for personalized fund selection and portfolio management.
visualbank.co.uk2001Polegate, United Kingdom––
Online tool for storing, sharing, searching, and securing digital images and videos.
Premium access

Detailed competitors of RiskSmith

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of RiskSmith

The website of RiskSmith (risksmith.com) receives about 3.9K visits a month.

  • Monthly visits
    3.9K

    ▲ 13.8% vs previous month

Top companies in Investment & Financial Technology

10 companies that operate in the same segment as RiskSmith (Investment & Financial Technology), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.58 BUSD 2.98 B4,841
Online exchange platform for cryptocurrency
2017Ta Xbiex, MaltaUSD 2.02 B–14,747
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs
2007Tel Aviv, Tel Aviv, IsraelUSD 422.94 MUSD 925.73 M2,713
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based brokerage stock trading platform
1996Mumbai, Maharashtra, IndiaUSD 38.41 MUSD 548.9 M3,830
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M–602
Smart investment portfolios are offered via an online platform.
2015Bengaluru, Karnataka, IndiaUSD 121.05 MUSD 635.51 K231
App-based automated investment and retirement planning platform
2010New York, New York, United StatesUSD 335 M–674
Money Forward is engaged in providing financial technology solutions.
2012Minato, Tokyo, JapanUSD 42.9 MUSD 322.51 M2,600
Wealth management solutions are delivered for investment advisors.
2009Mountain View, California, United StatesUSD 759.1 M–1,524
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • ✓
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • ✓
    Full access to every database India & global coverage, advanced filters and rich profile details
  • ✓
    Always-on access from your team account Single premium plan for everything you see on the portal

Related news about Risksmith

Premium access

Complete news archive for RiskSmith

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about RiskSmith

RiskSmith was founded in 2017 and raised its 1st funding round 5 years after it was founded.

RiskSmith is headquartered in Tampa, United States. It is registered at Tampa, Florida, United States.

RiskSmith is a funded company, having raised a total of $1M across 1 funding round to date. The company's 1st funding round was a Seed of $1M, raised on Sep 2022.

RiskSmith has 42 employees.

RiskSmith was founded in 2017 in Tampa, United States, operating as an online platform in the portfolio management sector. Investors are supported in building and overseeing portfolios through a risk-aware model. Access is granted to exclusive content, product updates, learning materials, strategy-sharing tools, and a network of similar investors for collaboration.

RiskSmith's top competitors include Martley Capital, planD and MPGI.

RiskSmith offers RiskSmith Platform, Risk Efficiency Metric, and dScore Tool.

RiskSmith has 1 investor. Key investors include Liquid Mercury.

RiskSmith operates through Risksmith Insurance Services, Llc.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available