Tolerisk, a leading provider of fiduciary-caliber risk tolerance assessment technology for investment advisors, announced the appointment of Brian Edelman, CEO of FCI and a nationally recognized cybersecurity expert, to its Advisory Board.
Edelman joins an esteemed group of 10 industry leaders with extensive experience in financial planning, insurance, fintech, business development, legal & compliance, and more. Their collective expertise guides Tolerisk’s strategic growth and continued innovation within the risk tolerance assessment landscape.
“We are thrilled to welcome Brian Edelman to our Advisory Board,” said Mark Friedenthal, CEO of Tolerisk. “His deep understanding of cybersecurity and the financial services industry will be invaluable as we continue to provide our users with the most advanced and secure risk tolerance assessment solutions.”
Edelman brings over 35 years of financial services experience, including 27 dedicated to cybersecurity. Tolerisk has been recognized in the 2024 T3 Advisor Survey with a user satisfaction rating of 8.87 — significantly above the category average and up from 8.17 in 2023 — marking three consecutive years of outstanding performance.
“I’m excited to join Tolerisk and contribute to their mission of providing advisors with the tools and insights they need to make informed risk management decisions,” said Edelman.
About Tolerisk
Tolerisk® is an analytical, multidimensional risk-tolerance assessment tool designed to improve and enhance advisor-client relationships through in-depth risk evaluations. It measures factors including a client’s willingness and ability to take investment risk, client and advisor risk assumptions, and the evolution of risk factors over time.