Get to Know Us

Welcome to
Golden, Colorado!

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.

About Us

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.

The Risclarity Team

Our Mission

To partner with our clients to provide innovate best of breed technology solutions and expert client service. We strive to optimize and enhance our clients’ existing technology and to act as an extension of their staff.

RIsclarity's founders attending Penn State football gameOne of Risclarity's families showing their western roots

Our Story

Founded in 2010 by Rick Higgins to solve the reporting issues that family wealth firms face.  After successfully building and selling two prior wealthtech firms, Rick with the help of former business partners Carl Knecht and Steve Robbins began work on solving the problems that family wealth firms face in providing consolidated client reporting and getting their various systems to talk to each other. This is at the core of what we do today

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 securely handles tens of thousands of accounts.  In addition to providing consolidated wealth reporting, we provide integrations to general ledger, alternative investments and portfolio accounting systems enabling firms to get a complete picture of their client’s net worth.

Risclarity's office in the snow
A cute dog watching over work at Risclarity HQTeam members attending a concert together

Our People

The foundation of our company is our people. 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 clients and our partners.

Our team has decades of family wealth experience and is made up of intelligent, open-minded individuals who thrive on solving even the most complexity that our clients present.

Deep snow in the mountains near Risclarity's officeRisclarity team party around the holidays

Our Team

LEADERSHIP
Rich Higgins

Rick Higgins

Founder & CEO

FULL BIO
Carl Knecht

Carl Knecht

President & CTO

FULL BIO
Steve Robbins

Steve Robbins

Chief Architect

FULL BIO
Valicity Hohl

Valicity Hohl

SENIOr Client
Relationship Manager

FULL BIO
Kindra Evensen

Kindra Evensen

SENIOR Client
Relationship Manager

FULL BIO
Lesley Higgins

Lesley Higgins

Controller

FULL BIO
Brian Hirsch

Brian Kirsch

Senior Software Development Manager

FULL BIO
Mark Wickersham

Mark Wickersham

SVP MARKETING & BUSINEss Development 

FULL BIO
TEAM
Francis Akomeah-Sirleaf

Francis Akomeah-Sirleaf

Investment Reporting Data Analyst (Intern)

Justin Buhrow

Justin Buhrow

Client Services

Seth Carr

Seth Carr

Quality Assurance and Product Support

Dana Ewing

Dana Ewing

Client Services

Olivia Froehlich

Olivia Froehlich

UI Design & Marketing

Adam Garren

Adam Garren

Senior Software Developer

Ian Gienger

Ian Gienger

Software Developer

Calvin Lovato

Calvin Lovato

Client Services

Jeremy Herman

Jeremy Herman

Software Developer

Aaron Joseph

Aaron Joseph

Client services

Maddie Kosten

Maddie Kosten

SQL Data Analyst (Intern)

Heather Larsen

Heather Larsen

Client Services

Matthew Menefee

Matthew Menefee

SQL Data Analyst

Sean Moser

Sean Moser

SQL Data Analyst

Revann Sirokman

Revann Sirokman

Software Developer

Judy Strong

Judy Strong

Senior Software Developer