Pocket Risk

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Pocket Risk is a compliant risk tolerance questionnaire for financial advisors.

Top Competitors and Alternatives of Pocket Risk

The top three of Pocket Risk’s competitors in the Financial Risk Management category are CCRM with 21.52%, SAP Credit Management with 12.40%, Fermat CAD with 6.94% market share.

    Top Competitors and Alternatives of Pocket Risk

    The top three of Pocket Risk’s competitors in the Financial Risk Management category are CCRM with 21.52%, SAP Credit Management with 12.40%, Fermat CAD with 6.94% market share.

    Customers of Pocket Risk

    Around the world in 2023, over 15 companies have started using Pocket Risk as Financial Risk Management tool.

    Customers Employee Range City Region Country Social Links
    Rothenberg Capital Management 100 - 249 Westmount Quebec Canada
    Elliott Cove Capital Management 50 - 99 Seattle Washington United States
    SOFTWAREPROMOTIONS LIMITED 20 - 49 Poole England United Kingdom
    XY Planning Network 20 - 49 Bozeman Montana United States
    Burt Wealth Advisors 20 - 49 Rockville Maryland United States
    Burt Wealth Advisors 10 - 19 Rockville Maryland United States
    Platt Wealth Management 10 - 19 San Diego California United States
    ARQ Wealth Advisors 10 - 19 Scottsdale Arizona United States
    Libertas Wealth Management Group, Inc. 10 - 19 Columbus Ohio United States
    FBB Capital Partners 10 - 19 Bethesda Maryland United States

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    Pocket Risk Customers by Industry

    The three top industries that use Pocket Risk for Financial Risk Management are Financial Planning (13), Investment Management (8), Retirement Planning (8).

    Pocket Risk Customers by Employee Size

    The majority of Pocket Risk’s customers for the financial-risk-management category fall in the company size of 0 - 9 employees (31 companies), 10 - 19 employees (7 companies), 20 - 49 employees (5 companies).

    Pocket Risk Customers by Geography

    The top three geographies of Pocket Risk for financial-risk-management are the United States with 35(76.09%), Canada with 3(6.52%), United Kingdom with 3(6.52%) customers respectively.

    Employees of Pocket Risk

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    FAQ

    Find answers to the most often asked questions by users.

    Who are the top Pocket Risk competitors?

    Pocket Risk’s Top competitors in the financial-risk-management category are CCRM, SAP Credit Management, Fermat CAD. You can view a full list of Pocket Risk competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Pocket Risk and 40,000 other technologies on the internet.You can also compare Pocket Risk and its feature with top competitors here : Pocket Risk vs CCRM Pocket Risk vs SAP Credit Management Pocket Risk vs Fermat CAD .

    What is Pocket Risk customer distribution based on company size?

    The majority of Pocket Risk’s customers for the financial-risk-management category fall in the company size of 0 - 9 employees (31 companies), 10 - 19 employees (7 companies), 20 - 49 employees (5 companies). You can view a distribution chart of Pocket Risk customers by company size here.

    What is Pocket Risk market share in the financial-risk-management?

    Pocket Risk has market share of 0.32% in financial-risk-management market. Pocket Risk competes with 69 competitor tools in financial-risk-management category. The top alternatives for Pocket Risk financial-risk-management tool are CCRM with 21.52%, SAP Credit Management with 12.40%, Fermat CAD with 6.94% market share.

    What are the top industries that use Pocket Risk?

    Top industries that use Pocket Risk for financial-risk-management are Financial Planning (13), Investment Management (8), Retirement Planning (8).

    What are the top countries that use Pocket Risk?

    Around the world in 2023, over 15 companies have started using Pocket Risk as financial-risk-management tool. Companies using Pocket Risk for financial-risk-management are majorly from United States with 35 customers. 76.09% of Pocket Risk customers are from the United States. Other top countries using Pocket Risk are Canada and United Kingdom with 3(6.52%) and 3(6.52%) customers respectively.

    Justine Lyon
    Justine Lyon
    Senior VP of Sales, Ally
    At my previous organization we used Zoominfo and LInkedIn Navigator for contact, Bombora for intent and DiscoverOrg for account info. When I joined Ally where we use 6sense, I found it to be as valuable as all the other tools combined!
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