Wealthies Circle Podcast: A Look into Riskalyze’s 2021 Award-Winning Platforms and StrategiesWealthies Circle Podcast: A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies
Riskalyze CEO Aaron Klein details the initiatives, platforms and strategies that helped the firm become finalists in multiple categories at the 2021 WealthManagement.com Industry Awards.
October 13, 2021
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.
Aaron Klein, CEO, Riskalyze
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
