Oxford Risk
Oxford Risk provides behavioral risk profiling and suitability assessment software that helps financial institutions and wealth managers understand investors’ preferences and biases and deliver more appropriate investment advice and portfolios. Its platform combines psychometric questionnaires, analytics, and decision-support tools to improve client onboarding, advice suitability, and ongoing engagement. The company generates revenue primarily through SaaS subscriptions and enterprise licensing to banks, wealth managers, and robo-advisors.
- Wealth & Investment Software
- Data Integration & ETL
- Revenue
- $4.5M
- Employees
- 35
- Founded
- 2002
- Headquarters
- Londonderry County Borough, United Kingdom
What 5 Arbolus experts think of Oxford Risk
NPS scores average between 5 and 9, with the majority clustered around 7–8, indicating overall positive but not strongly enthusiastic sentiment. Most users have implemented Oxford Risk for over one year, suggesting established workflows. Purchase renewal intent shows some ambivalence: while several users endorse the platform and cite robust compliance and behavioural insights as positives, others express reservations about cost and integration gaps. Key themes include appreciation for behavioural profiling, compliance benefits, and clear client communication. Concern areas include CRM integration, questionnaire depth, and cost.Overall Customer Sentiment: Positive
Who reviewed Oxford Risk
- C-Suite 80% (4)
- Director 20% (1)
Employer names and spend open in the full report, along with the other 2 customers.
Everything 5 customers told us about Oxford Risk.
Employer names, spend, renewal intent and every written answer behind the numbers on this page.
Sentiment
0 Net Promoter Score, from 5 scored reviews- Promoters 1
- Passives 3
- Detractors 1
Praised
- Leveraging AI for Value
- Deepening Behavioural Profiling
- Broader Integration
- Robust Data and Analysis
Criticised
- Cost Versus Competitors
- CRM Integration Gaps
- Questionnaire Depth and Guidance
- Competitive Switching
What customers say
Renewal intent
Plan to renew 0%Plan to renew, by seniority
- 0% 1 answer
- 7/10 Average score from undecided customers
Report
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