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Articles tagged "Riskalyze"


Publish date

Manish Khatta: If I can roll something out that solves a problem and juices valuations, why wouldn’t I do it?
January 26, 2024 at 4:42 PM

Aaron Klein: 'I don't want anyone to ask: Do I need permission of both parents?' [Photo from aaronklein.com.]

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

Aaron Klein: The biggest source of new growth for us are firms that fit into the three-to-nine and 10-to-100 advisor ranges.

With the brand-i-cide of 'Riskalyze' still sucking oxygen from the 'Nitrogen' event room, Craig Iskowitz pops the question and Aaron Klein clears the air

The Nitrogen CEO took questions after his Oct. 3 event, and he made clear his new 'love' is for bigger-staffed, less price-shockable advisors; the unspoken benefit is that 'risk numbers' are 'under attack,' adds second analyst

October 6, 2023 at 3:29 AM

Aaron Klein:  We're not going to ask you for a piece of your basis points.'

Aaron Klein fuels up with a 'jarring' new moniker, Nitrogen, and explains in a new Q&A: He knows his lane and won't let sentimentality slow his quest for unicorn status

The Nitrogen CEO and master showman wants RIAs to know they can grow like hothouse tomatoes, that TAMPs won't have to fear his fearless advance and that local signmakers have a place on his rising tide

May 9, 2023 at 8:37 PM

Stephen Brandes: I knew that I’d only make the leap for a mission-driven organization

Riskalyze taps Stephen Brandes as final hire, stakes flag in Manhattan, ahead of imminent rebrand that's part of push toward a $1-billion valuation

The Auburn, Calif., software firm is ready to shift from a 'point solution' to a 'growth platform' -- and now has a Yale/Harvard guy who just went through a similar drill at a non-financial digital firm.

April 15, 2023 at 1:41 AM

Josh Gray 'dramatically improved the velocity of his tech team everywhere he worked.'

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

(Matt Pistone and) Aaron Klein: '[Matt] was the perfect co-founder.'

Riskalyze co-founder and CTO steps down; Aaron Klein hires a headhunter to replace him and nab a CMO, too

Right out of Berkeley, Matt Pistone was serious engineering talent with little experience. The new person needs to bring a track record.

March 22, 2022 at 1:12 AM

Laurie Schultz: I know what it takes.

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

J. Fielding Miller's 51-acquistion rollup is now endorsing Riskalyze internally.

Riskalyze tightens ties to CAPTRUST and its $660 billion in AUA with an access deal and its implicit endorsement

Fresh off signing Mariner Wealth's $40 billion with insider help, the Auburn, Calif., firm formalizes and elevates dealings with the Raleigh, N.C., giant.

September 13, 2021 at 9:59 PM

Marty Bicknell: We have a large set of advisors that are raving fans of the tool.

Marty Bicknell chooses Riskalyze software for Mariner Wealth and integrates it with Orion and eMoney

The Overland Park, Kansas RIA, with $40-billion in AUM, needed to address heightened volatility fears post-2020 but also choose software his advisors were eager to use

September 3, 2021 at 2:10 AM

Aaron Klein: It’s not every day that one of the world’s premier software investors places a big bet like this ... [the sale] signals a lot more investment, a lot more innovation, and a lot more growth.

Riskalyze de-risks by cashing out investors at a $300-million-plus valuation to British mega-investor, but Aaron Klein is keeping big skin in the game

Early investors in the Auburn, Calif., risk software vendor are out and Hg Capital in, but the runaway market leader is facing new competitive risks from Morningstar, Orion and maybe BlackRock.

August 26, 2021 at 1:53 AM

Manish Khatta: If you hold a conference and do not mandate vaccinations, then you are part of the problem.

The 2021 RIA event comeback collapses as FPA, 'Invest In Others' and T3 cancel in-person events, but WealthStack, Riskalyze and SALT won't be deterred

Demand and attendance are mostly high; hosts cite advisors with under-12 children as mostly the reason for balking but say sponsors never flinched.

August 24, 2021 at 11:27 PM

Jeff Schwantz: Traditional risk profiling is typically inadequate.

Morningstar stomps into the 'risk score' game with big weapons, miniscule market share and 'love' from Aaron Klein

The Chicago manager of $244 billion -- and ratings whiz -- will de-nerdify FinaMetrica, use portfolio-side data and push out risk software to 180,000 desktops-- all for free

August 3, 2021 at 2:40 AM

Eric Clarke: [The Riskalyze attack] certainly helped accelerate our sales and prospect pipeline, ironically.

The ironic outcome of Riskalyze's negative advertising attack on Orion's risk subsidiary is a boost in fortunes for both, though the flare-up may also have unhelpfully awoken a sleeping Morningstar

The Auburn, Calif., firm still holds an '85% market share,' says Aaron Klein, and he also doesn't regret shining a spotlight on what he disparages as 'unfruitful guesswork'.

July 17, 2021 at 3:05 AM

Eric Clarke: Several statements were not correct.

Riskalyze blindsides Orion with full-scale attack on its new risk software unit, but Orion CEO Eric Clarke vows to take action if necessary to protect his brand

The Auburn, Calif., industry leader used a release, video and dedicated website to lash out at Orion's freshly acquired HiddenLevers unit, but a backlash may be brewing.

May 13, 2021 at 3:29 AM


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