People Moves Related to "Riskalyze tightens ties to CAPTRUST and its $660 billion in AUA with an access deal and its implicit endorsement"
Headline
Publish date
Fielding Miller calls on Mike Wunderli at 'inflection point' after CAPTRUST zoomed to $1 trillion but needs M&A energy injection to hit $2 trillion
The CAPTRUST CEO's firm dominated the 401(k) RIA rollup game for a decade, and LA dealmaker's hire comes as the market has changed to higher multiples and more determined rivals.
June 6, 2025 at 12:46 AM
Six months after 'Nitrogen' reboot, Aaron Klein pulls rip cord on CEO job but will stay on board to jumpstart quest for $1-billion valuation under hand-picked replacement
The Nitrogen CEO is still the largest 'individual' shareholder and promises not to start a new company but he's already launched a side-hustle consultancy
November 15, 2023 at 3:24 AM
After Riskalyze raised a pile of cash, it went shopping for a chief technology officer and found him at Apex Clearing
The Auburn, Calif., risk software maker is undergoing a shift to enterprises and nabs Josh Gray from the Dallas firm.
August 10, 2022 at 2:25 AM
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
