Totum Risk is a private company and Totum Risk is classified as a Non Government company. Totum Risk is a Financial Services based company and has headquarters in Atlanta, Georgia, United States. Totum Risk has 5 employees working in various departments like Sales, Marketing, HR, Finance & Operations. It was founded in 2015. Totum Risk specialises in Proposal Tool, Risk Capacity, Risk Tolerance Questionnaire, Fintech, Investment Policy Statements, Portfolio Analytics, More Referrals, Financial Planning, Wealth Management Software, Robo Advisor, Client Portal , Integration, Compliance, Registered Investment Advisor, Api Platform, Know Your Client, Prospecting Tool, Win More Business, Machine Learning, Ai Get Meesho company profile, CEO, top employees, contacts on EasyLeadz. Totum Risk contact number is (213) 375-8499 Totum Risk contact email id is Totum@totumwealth.com
Below Table Gives information on the business model of Totum Risk & the products & services offered by Totum Risk. It also includes who are the ideal customers that Totum Risk currently sells its products & services to.
| SAAS | No, Totum Risk is not a SAAS Company. |
|---|---|
| Ecommerce | No, Totum Risk is not an ecommerce company. |
| B2B | Yes, Totum Risk is a B2B company. |
| B2C | No, Totum Risk is a B2C company. |
| Exporter | No, Totum Risk is not an exporter. |
| Products | Not available |
| Services | Not available |
| Ideal Customers | Not available |
| Company Spends Money on | Not available |
When was Totum Risk founded?
Totum Risk was founded in 2015.
Who is the Founder of Totum Risk?
Larry Shumbres is the founder of Totum Risk.
Where are Totum Risk headquarters?
Totum Risk headquarters are in Atlanta, Georgia, United States.
How many employees does Totum Risk have?
Totum Risk has 5 employees.
What sector does Totum Risk operate in?
Totum Risk is in financial services sector.
Is Totum Risk a private company?
Yes, Totum Risk is a private company.
What does Totum Risk Do ?
Based in atlanta, totum is the only multi dimensional risk tolerance questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. with totum, you can easily customize how you engage with your clients and have an in-depth discussion about their risk preferences, risk capacity, and portfolio risk. use totum as a prospecting tool, to retain your client's, and as an insurance policy for you, your firm and your cleint's investments. methodology: through our academic research we found it's nearly impossible to score a risk tolerance questionnaire on preferences alone. preferences change all the time. totum scores an investors preferences to find out their willingness to take risk... how much risk they want to take today and an investors capacity to find our how much risk they can take based on their life situation. finally, totum scores the investors portfolio to show whether they are invested correctly or not. totum's questionniare model is scores to find the total loss an invesor is willing to take over a 12 month period. totum's portfolio algorithm looks at total daily returns going back to the year 2000. (the rest of the algo is proprietary) why risk capacity? it's relates to the clients life situation and on average a household has one life event annually that will impact their investment risk. this should be part of an advisors annual review. totum offers a proposal generator to customize reports for your clients to improve the client/advisor relationship and communication. this includes an investment policy statement, client summary, and portfolio summary with more to be added. totum also integrates with other fintech third party software solutions, custodians, broker/dealers, insurance companies and banks through our open/rest api. this provides a better workflow and daily efficiency for an advisor or firm.
What does Totum Risk specialize into ?
Totum Risk specialises into Proposal Tool, Risk Capacity, Risk Tolerance Questionnaire, Fintech, Investment Policy Statements, Portfolio Analytics, More Referrals, Financial Planning, Wealth Management Software, Robo Advisor, Client Portal , Integration, Compliance, Registered Investment Advisor, Api Platform, Know Your Client, Prospecting Tool, Win More Business, Machine Learning, Ai
What is the Legal Name of Totum Risk ?
The legal name of Totum Risk is Totum Risk
What is the CIN number of Totum Risk ?
We are unable to find the CIN number of Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
What is GST number of Totum Risk ?
We are unable to find the GST number of Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
Does Totum Risk owns any trademarks ?
We are unable to find any trademarks related to Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
Does Totum Risk owns any patents ?
We are unable to find any patents related to Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
Who are the key investors in Totum Risk ?
Totum Risk does not have any investors associated with the company.
Is Totum Risk an ecommerce company ?
No, Totum Risk is not an online store or an ecommerce company.
Is Totum Risk a SAAS company ?
No, Totum Risk is not a SAAS Company.
Who owns the company Totum Risk ?
Not available.
Is Totum Risk a business to business i.e B2B company ?
Yes, Totum Risk is a Business to Business i.e B2B company.
Is Totum Risk a Business to consumer i.e b2c company ?
No, Totum Risk is not a business to consumer i.e B2C company.
Is Totum Risk an exporter ?
No, Totum Risk is not an exporter of products or services.
Who is the CEO of Totum Risk ?
Larry Shumbres
Who are the directors of Totum Risk ?
We do not have the information about the Directors of Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
Which Products are sold by Totum Risk ?
We do not have the information about the Products of Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
What services Totum Risk provides ?
We do not have the information about the Services of Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
What is the stock symbol of Totum Risk ?
We do not have the information about the Stock Symbol of Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
Is Totum Risk listed on stock exchange ?
We do not have the information about the Stock listing of Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
Who is the brand ambassador of Totum Risk ?
We do not have the information about the Brand Ambassador of Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
Is Totum Risk an Indian Company ?
No, Totum Risk is an Indian Company.
Is Totum Risk an MNC ?
No, Totum Risk is not a Multinational Company.
Who are the top competitors of Totum Risk ?
We do not have the information about the Competitors of Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
When was Totum Risk incorporated ?
Totum Risk was incorporate on 2015
What is the authorized capital of Totum Risk ?
We do not have the information about the Authorized Capital of Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
What is the paid up capital of Totum Risk ?
We do not have the information about the paid up capital of Totum Risk. Our systems are trying to find it, we will update it as soon as we have it.
What is the registered address of Totum Risk ?
The registered address of Totum Risk is Atlanta, Georgia, United States
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