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What Aaron Klein's board pick of Lori Hardwick tells about Riskalyze's next big hurdle

The Envestnet fourth partner and ex-COO at Pershing plans to make sure the fast-rising Sacremento-area robo-plus finds and makes the right enterprise deals with broker-dealers

Authors Brooke Southall and Oisin Breen March 6, 2018 at 10:51 PM
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Lori Hardwick: Can Riskalyze play well with the home office? Not just allowing them to be on the shelf but really getting that home office to work with them.

Carl S.

Carl S.

March 13, 2018 — 3:37 AM
Riskalyze is an overpriced and not that important nor valuable piece of the FinTech pie. There are plenty of other choices that integrate better, have better portfolio details and will offer more to the advisor. Best of luck to Lori but not sure why she would go here or partner with Aaron who is a little untrustworthy. Trust in this business is a foundation and when it is lacking, all else does not matter.

Related Moves

Riskalyze replaces Lori Hardwick with Laurie Schultz at board chair and publicly tells her -- and the RIA industry -- it's moved the goalposts to a $1-billion valuation

The Auburn, Calif., firm's new chair already took one risk software firm to unicorn status and promises to 'do what it takes.'

November 24, 2021 at 11:12 PM

Lori Hardwick steps down as AI Labs president and steps up as a gunslinging paladin for Riskalyze and other firms in new gig economy consulting role

The co-founder went to the Tiburon CEO Summit in April and came away with four big consulting gigs that morphed into a new career

June 13, 2019 at 2:48 AM

Envestnet shares popped -- up 8% today -- after Wall Street filtered out bad news and staked its bet on confidence in a new team

The Berwyn, Pa., firm sugar-coated nothing but ended up with a sweet stock price result as analysts see good outweighing bad.

February 24, 2024 at 3:33 AM

Bill Crager is dropping CEO role after multiple shoes dropped; the company insists it was his 'decision' but vision, Yodlee future uncertain

The co-founder of the $5.3-trillion AUA outsourcer of software and investments was pressed to take the job under the most adverse circumstances, then second-guessed by stakeholders as he managed the cards he was dealt.

January 9, 2024 at 4:09 AM

See more related moves

Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Riskalyze
Tech: Other
Top Executive: Aaron Klein



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