In this episode, David Armstrong speaks with Aaron Klein, co-founder and CEO at Riskalyze about the initiatives, platforms and strategies that helped the firm take their place as finalists in multiple categories at the 2021 WealthManagement.com Industry Awards.
In this episode, they discuss:
- Riskalyze’s business trajectory and current investor HG Capital
- How Riskalyze’s trading platform widens the service the company offers advisors
- Riskalyze’s partner store’s aim to deliver real investment research to financial advisors in different model portfolios
- If advisors will ever adopt direct indexing
- Aaron’s backstory in tech startups, what his father taught him about business, and how long he plans to lead Riskalyze
Listen to the Wealthies Circle Podcast