Case Study: Redhawk Wealth Advisors boosts growth and compliance with Riskalyze

Redhawk Wealth Advisors - Customer Case Study

Redhawk Wealth Advisors, an SEC-registered investment advisory firm with $1.2 billion in assets under management, needed a better way to grow new business while tightening compliance and improving how advisors matched investments to client risk. As the firm scaled past $1 billion AUM, it wanted a more objective, consistent process for prospect conversations and fiduciary oversight, so it turned to Riskalyze and its Risk Number® platform.

Riskalyze helped Redhawk standardize risk conversations, support model portfolio management, and generate IPS documents for clients, all while giving advisors and compliance teams clearer guardrails. The results were strong: Redhawk said Riskalyze paid for itself in four to six months, contributed to about 25% more AUM added each year, improved conversion rates, and helped raise average new client AUM from $250,000 or less to the $500,000 to $5 million range.

Redhawk Wealth Advisors

Rick Keast

President & Chief Communications Officer