OnePoint BFG Wealth Partners, the $16 billion registered investment advisor backed by Joe Duran, has struck a partnership with RISR, a fintech provider specializing in business-owner planning. The deal will allow OnePoint BFG to deploy RISR's platform across its centralized planning team and advisor groups focused on privately held companies, giving them tools for valuation, growth modeling, and succession strategy.
The agreement is the latest in a series of enterprise partnerships RISR has signed since its 2024 launch. The fintech has already integrated with firms such as Allworth Financial, Journey Strategic Wealth, Great Valley Advisor Group, Citadel Wealth Management, Wealthcare Capital Management, Modern Wealth, and NewEdge Wealth. In February, RISR struck a similar deal with Allworth Financial, which manages assets for clients nationwide.
The partnership addresses a pressing gap in the wealth management industry. According to Gallup polling cited by RISR, roughly half of U.S. employer-businesses are owned by someone aged 55 or older, and 74% of those owners expect to sell or transition their companies as they approach retirement. Yet a survey by Revenued found that only 35% of small business owners have a formal succession plan in place, even though 59% of potential successors believe one exists. This disconnect underscores the need for advisors to offer specialized guidance.
“Business owners are one of the most complex and underserved client segments in wealth management,” said Jason Early, founder and CEO of RISR. “We're excited to partner with a firm that recognizes the tremendous opportunity to serve business owners, and together we're committed to helping advisors engage these clients more effectively.”
Andy Schwartz, CEO of OnePoint BFG, framed the integration as part of a broader technology push. “We've always believed that exceptional planning drives exceptional outcomes,” he said. “As we continue to grow, we're investing in technology that helps our advisors deepen client relationships and address increasingly complex planning needs.”
RISR has also been expanding its platform capabilities. In May, the company launched an AI-powered document analysis module that scans buy-sell agreements, insurance policies, and operating agreements for coverage gaps. A review of RISR's own planning case files found that 57% of business owners had no protection in place in the event of death, disability, or a dispute among owners—a statistic the firm uses to highlight the need for faster, more repeatable document review.
For advisors, the RISR platform offers a way to model succession scenarios and align personal, business, and tax planning in a single view. This is particularly relevant as the succession planning gap persists, with many owners lacking formal plans despite expecting to exit soon. The partnership also comes as wealth managers increasingly seek scalable solutions to serve business-owner clients without building specialist teams from scratch.
In addition to enterprise partnerships, RISR has collaborated with the nonprofit American College of Financial Services. Since June last year, advisors who complete the college's business succession planning program receive complimentary access to a business insights report generated by RISR. This initiative aims to equip more advisors with the tools needed to address the complex needs of business owners.
The OnePoint BFG deal reflects a broader trend among RIAs and broker-dealers to invest in technology that helps them capture a larger share of the business-owner market. As the wave of baby-boomer retirements accelerates, firms that can offer integrated planning for valuation, risk, and succession are likely to gain a competitive edge. For OnePoint BFG, the partnership with RISR represents a strategic move to deepen client relationships and differentiate its services in a crowded field.
