Mission & Vision

Mission: Deepen relationships between business owners and their most trusted advisor.

Vision: We envision a world in which all business owners get quality financial advice.

Core Values

• Say the thing you think you cannot say – builds trust
• Assume Positive Intent – us vs. the problem, not vs. each other
• Cultivate Curiosity – ensures growth, strong opinions loosely held
• Best-self Meritocracy – do what it takes to show up ready to perform

Loom Overview

https://www.loom.com/share/b9a0adaa05374c0cbf7d8a8c0684f3c9

Founder Brief

Today marks two years since RISR came out of the ground, although the platform didn’t go live in market until three months later that year.

We are behind where we wanted to be coming out of 2025, however had you told me when we launched we’d be where we are today, I’d have killed for it.

We took some giant leaps forward this year including 3x’d ARR (and plan to do the same in ‘26), 600% growth in businesses on platform (data), Ernst & Young partnership, v2 roll out, UBS RFP win (booking to happen in Q1), took our ARR/burn ratio from 15% to nearly 50%, and much much more. We took some punches too. We lost customers, deals pushed, pilots extended, legal battle etc.

Earlier this year, I was texting with a great local entrepreneur who had exited his second company and is just hangin’ out. He asked how it was going and as I explained some of the things we were battling/struggling with his response was “damn I miss that”. I think about that often. The journey is the reward.

December was a great month for the business on many fronts:

• Expansion: We saw $106k of ARR expansion (new ARR) across two accounts. National Life and New York Life. There is another $250k+ of expansion opportunity in these accounts in 2026. This is our first meaningful expansion inside of enterprise accounts, with many more opportunities to do so in Q1 which will bring our NRR into the 110-120% range. Speaking of National Life — check this out from a general agent in Texas who sent this email to the CEO, President, and head of distribution @ National Life just this week: