User:Ajboury/sandbox/Totum Risk

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Totum by TIFIN, also known as Totum or Totum Risk, is a financial technology company that provides risk profiling software as a service to financial advisors in the United States. Totum helps advisors with compliance, prospecting, and client retention by calculating and comparing three unique risk scores - risk capacity, risk preference, and portfolio risk, all with a short, user-friendly questionnaire. This helps advisors and clients align on the risk in their investment portfolios.

History

Totum was co-founded in September, 2015 by Larry Shumbres.

In March of 2021, TIFIN, a fintech holding company, announced they had purchased Totum for an undisclosed amount.

References

External links

Totumrisk.com [1]