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Oxford Risk

Willingness to recommend

3.68/5

Integrations

3.67/5

Value for money

3.88/5

Service

3.54/5
Based on 97 reviews

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About the provider

Founded in 2002 by leading decision-science academics from Oxford University, we are experts in behavioural finance and financial well-being. We provide suitability software that leverages behavioural-science to improve both investor and investment management.

Our software provides a bridge between investment-risk analytics and the suitable risk for an investor to take. This helps financial institutions personalise advice and service, leading to more meaningful and trustworthy client outcomes. Our expertise means we know how best to elicit client insights, based on an understanding of how people feel about risk, how this shapes their decisions, and how they behave in risky situations.

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Ownership:

Spin out from Oxford University

advicetech
19/11/25

Making sense of the AI landscape: the NextWealth AI Directory is live

Advisers keep telling us the same thing about AI: it’s exciting, but overwhelming. New tools appear daily. Every vendor promises time saved and better client outcomes. But how does it actually fit your stack? What will it cost in change management? And who’s genuinely delivering value in advice firms like yours? That’s why we have launched the NextWealth AI Directory. A practical, plain-English guide to the AI providers operating in the advice market. 

NextWealth analysis

Oxford Risk is an innovative small business offering a behavioural science-driven approach to risk profiling. NextWealth data shows that 78% of advisers use risk profiling tools and 10% of those use Oxford Risk. Oxford Risk is among the higehst rated risk profiling solutions, after Finametrica. On average financial planners give Oxford Risk a score of 7.5 out of 10 on willingness to recommend the solution to colleagues.

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Integrations

Based on 97 reviews
3.67/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research

intelliflo office (intelliflo)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

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No integrations available for Research

Reviews

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous October 2023

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous October 2023

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