Articles tagged "Riskalyze"
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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
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 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
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
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 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
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
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
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
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
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
After the visions of this engineer and Wealthfront diverged in 2016, he left to write his own robo-investing code on a shoestring; now Riskalyze is his first customer
Iraklis Kourtidis takes Aaron Klein's 'Autopilot' product to another plane of efficiency with 'Rowboat,' software he largely wrote over four no-paycheck years
July 31, 2020 at 3:11 AM
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
Aaron Klein sells against fear and risk in San Antonio -- and hits back at competitors
The Riskalyze CEO has three businesses, an expanding list of copycats, 600 close friends and a rah-rah message: Fearlessness
October 22, 2018 at 10:40 PM
Morningstar causes uproar with new study that upends everything RIAs assumed about retirement planning, and it all comes down to a number
In July, Morningstar published its latest retirement report, and its author David Blanchett poses tough questions, suggesting advisors risk “havoc” when predicting retirement. But the industry claims it's well prepared.
