Pocket Risk is the #425 ranked finance app on Salesforce, as a paid app, as of Sep 12, 2026.
Pocket Risk is a Salesforce AppExchange app by Pocket Risk.
AppRanks data: Pocket Risk ranks #425 in Finance on Salesforce AppExchange, placing it in the top 78% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Pocket Risk is a newly-listed Salesforce app with a limited review volume. It is listed in the Finance category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- No standout positives based on current data signals.
Cons
- −No public reviews yet — fit and reliability are unverified
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About Pocket Risk
How Pocket Risk works
Pocket Risk help financial advisors to assess their client risk score. We offer customization which means users can add more questions on top of default questionnaire. A risk score will be generated which can be connected to a model portfolio.
Key features
- Academic and Research-based Risk tolerance questionnaire in multiple languages.
- Risk score will be generated which can be connected to model portfolios.
- It is white label solution and financial advisors can embed these questionnaires on their website. We also offer integration with CRM and planning tools.
Category rankings
As of Sep 12, 2026- Finance#425of 546Top 78%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Competitors & alternatives
Pocket Risk doesn't have curated competitor matchups yet. Other tracked finance apps on Salesforce:
Frequently asked questions
What is Pocket Risk?
Pocket Risk is an app for Salesforce. It is published on Salesforce AppExchange and tracked by AppRanks, and it has been listed on the marketplace since 2023. It is listed under the Finance category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Pocket Risk.
Is Pocket Risk free?
Pocket Risk does not offer a permanent free plan on Salesforce. Pricing starts at 25, and the listed tiers are Pocket Risk Salesforce. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses Pocket Risk?
Pocket Risk is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Finance category on Salesforce.
Where does Pocket Risk rank on Salesforce?
Pocket Risk currently sits at position #425 in the Finance category on Salesforce. That places it in the top 78% of 546 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does Pocket Risk integrate with?
Pocket Risk lists 3 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Service Cloud, Sales Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.