Free AI Risk Platform
A free AI‑powered risk platform targeted at financial advisors launched, promising referral capture, distribution insights and compliance‑friendly workflows so smaller firms can match national tech experiences. The platform is being billed as a way to automate referral tracking while keeping documentation audit‑ready. (wealthmanagement.com)
riskDNA is the platform launched by UX Wealth, founded and led by CEO Kyle Wiggs. (wealthmanagement.com) The company issued an official launch announcement dated April 1, 2026 from Denver. (finance.yahoo.com) UX Wealth’s TAMP reported $1.88 billion in assets under management on its most recent Form ADV, and Wiggs told WealthManagement that number is expected to rise to roughly $2.5 billion as more firms migrate to the platform. (wealthmanagement.com) The announcement describes riskDNA as a single suite combining portfolio analytics, financial planning, CRM and M&A tools intended to replace advisors’ fragmented tech stacks. (finance.yahoo.com) WealthManagement reports that the platform’s economics are underwritten by asset managers who pay for advisor access in order to capture distribution intelligence and competitive analytics. (wealthmanagement.com) riskDNA’s public early-access page lists 72 live models, nine asset managers and a stated 100-manager cap for the marketplace, with broader availability slated for May 2026. (riskdna.ai) The Business Wire release explicitly tied the timing of the product’s debut to a then-new FINRA rule described as reshaping advisor mobility. (finance.yahoo.com) Founder Kyle Wiggs discussed the product strategy and advisor growth goals on The Achieve Podcast in late March 2026, reiterating the platform’s advisor-first positioning. (achievepodcast.com)
