Who is Pocket Risk for?

Pocket Risk is a B2B product built for financial advisors.

Is Pocket Risk still maintained?

Unverified. Pocket Risk has not been re-checked since it entered the index, so there is no finding either way — and only a positive finding would say otherwise.

What are alternatives to Pocket Risk?

Similar projects tracked by PulseGate include J.P. Morgan Retirement Link, Trader's Box‑App, and Exceefy.

Who develops Pocket Risk?

Pocket Risk is developed by Pocket Risk.

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Pocket Risk

Name: Pocket Risk
Author: Pocket Risk

pocketrisk.comInvesting & portfolios

Pocket Risk is a web-based investment risk tolerance assessment for financial advisors. It helps advisors measure clients’ willingness to take investment risk, connect results to model portfolios, and support compliance workflows.

PaidWebCloud-managed

Visit pocketrisk.com

Overview

8 features

Pocket Risk sits in PulseGate's Investing & portfolios category. It focuses on assessing clients’ investment risk tolerance consistently and matching them with suitable portfolio models. It is built as a B2B product for financial advisors. Pricing is paid. It ships for the web.

It is developed by Pocket Risk. Key capabilities include risk questionnaire, client assessments, and risk profiling.

Summary written by a language model from the project’s public pages.

Risk questionnaire
Client assessments
Risk profiling
Portfolio matching
Compliance support
Advisor dashboard
Methodology reports
Multilingual interface

Built with & integrations

Framework

WordPress

Hosting

Cloudflare

Runs on

BrowserCloud-managed

Detected from

WordPress: /wp-content/ in the HTML · /wp-json/ in the HTML · /wp-includes/ in the HTML
Cloudflare: cf-ray header · cf-cache-status header

Trust & compliance

Verified signals

HTTPS

Indexing history

What PulseGate has recorded for this listing

Indexed9 Aug · 06:51 UTC
Pocket Risk verified via Saashub
Source: Saashub · Open

Frequently asked questions about Pocket Risk

What does Pocket Risk do?: Pocket Risk focuses on assessing clients’ investment risk tolerance consistently and matching them with suitable portfolio models. It is catalogued under Investing & portfolios on PulseGate.
Who is Pocket Risk for?: Pocket Risk is a B2B product built for financial advisors.
Does Pocket Risk have a free plan?: No — Pocket Risk is paid.
What platforms does Pocket Risk run on?: Pocket Risk runs on the web.
Is Pocket Risk still maintained?: Unverified. Pocket Risk has not been re-checked since it entered the index, so there is no finding either way — and only a positive finding would say otherwise.
What are alternatives to Pocket Risk?: Similar projects tracked by PulseGate include J.P. Morgan Retirement Link, Trader's Box‑App, and Exceefy.J.P. Morgan Retirement Link Trader's Box‑App Exceefy
Who develops Pocket Risk?: Pocket Risk is developed by Pocket Risk.

At a glance

Pricing: Paid · pricing page detected
Platforms: Web
Languages: English
First seen: 9 Aug 2026
Built for: financial advisors
Model: B2B
Solves: Assessing clients’ investment risk tolerance consistently and matching them with suitable portfolio models.

Index record

Indexed: 9 Aug 2026
Lifecycle: Alive
First seen: Aug 2026
Last seen: 9 Aug 2026

Identity audit (13)

Slug: pocket-risk-pocketrisk-com
Lifecycle last checked: 8 Sept 2026
Verification state: Indexed for public listing
Listing state: Listed: yes
Index status: Included in index
Latest evidence snapshot: 9 Aug 2026
Timeline basis: Indexed-at chronology (no inferred launch/funding milestones).
Name from: Written by a language model from the project's public pages.
Category from: Recorded source: taxonomy-pass-b.
Summary from: Written by a language model from public pages.
Languages from: Detected by a language model, checked against the page's own declaration.
Last updated: 9 Aug 2026
Canonical URL: https://pocketrisk.com/

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