In 2010, Risclarity began with the mission to solve reporting technology for family offices. Today we’ve expanded our technology to serve complex, ultra-high-net-worth wealth management firms. Thanks to partnerships with best of breed technology companies, we’ve expanded to additional reporting, integration between general ledger and portfolio accounting, integration for alternative investments including multi-currency transactions and more. We take a dynamic approach to simplify complexity so our clients can scale efficiently.
Drawing upon our decades of combined experience in family wealth accounting and consolidated performance reporting, we partner with our clients to develop personalized solutions to address potential gaps or limitations in existing reporting systems.
In 2010, Risclarity began with the mission to solve reporting technology for family offices. Today we’ve expanded our technology to serve complex, ultra-high-net-worth wealth management firms. Thanks to partnerships with best of breed technology companies, we’ve expanded to additional reporting, integration between general ledger and portfolio accounting, integration for alternative investments including multi-currency transactions and more. We take a dynamic approach to simplify complexity so our clients can scale efficiently.
Our story begins when founder and CEO Rick Higgins sought to begin a new venture after playing a role in successfully building and selling two prior operations within the family office technology space. With the help of former business partner and now President and CTO Carl Knecht, Rick began developing solutions that have now become the core of what Risclarity is today. With the help of lead engineer, Steve Robbins, a foundation was built to provide expertise and technology that would help fill in the gaps in existing family wealth reporting systems.
With decades of combined experience within both the financial and technology industries, the Risclarity team has grown while continuing the spirit of innovation.
Today Risclarity continues to grow, handling tens of thousands of accounts to ensure the integration of general ledger, alternative investments and portfolio accounting meet the highest standards of our partners and their clients.
The foundation of our company is built on relationships. Whether collaborating between our employees or our working with our consulting partners at FounderTraction and GLOWE, we treat each other like family because we trust each other like family. From our software developers to our client relationship managers, we know we can depend on one another to deliver our best work. The value we place on our relationships carries into the relationships we hold with our partners. We strive to produce the best results so that both Risclarity and our clients achieve success.
The Risclarity team is made up of intelligent, open-minded individuals who thrive on solving even the most daunting challenges. We believe that everyone who works at Risclarity is the best in the world at what they do. We like to challenge the status quo, approach challenges head on, and accomplish what no one else can.
Controller
Senior Software Development Manager
Investment Reporting Data Analyst (Intern)
Client Services
Quality Assurance and Product Support
Client Services
Head of Marketing
Senior Software Developer
Software Developer
Client Services
Software Developer
Client services
SQL Data Analyst (Intern)
Client Services
SQL Data Analyst
SQL Data Analyst
Software Developer
Senior Software Developer
Simplifying Complexity: Integration and client reporting solutions for family wealth management.
