Nitrogen

Wealth Management TechRisk Assessment & Client EngagementHigh PriorityNot Contacted
Visit Website

Overview

Risk tolerance assessment and client engagement platform for financial advisors

Core Product

Risk tolerance assessment and client engagement platform

Strategic Fit for DCC

Sticky advisor distribution layer with ability to embed DCC ETF suitability and exposure across advisor client base

Integration Potential

ETF placement and suitability profiling inside advisor workflow

Leverage Type:Advisor distribution channel

Financial Profile

Estimated Revenue
$30,000,000
Valuation Range
$120M-$180M
Revenue Model
SaaS subscription
Profitability
Near breakeven
Recurring Revenue Strength
High retention SaaS model

Risk Assessment

Competitive risk assessment category with established incumbents

Company Information

Headquarters
United States
Founded
2018
Employees
~180
Geographic Focus
North America
Primary Customers
RIAs and Wealth Advisors

Ownership & Funding

Ownership Type
VC-backed
Last Known Funding
Series C

Leadership

CEO
Justin Long
LinkedIn Profile
Research Date
2026-02-24