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 Riskalyze CEO Aaron Klein](/sites/wealthmanagement.com/files/Riskalyze-Aaron-Klein.jpg)
Riskalyze CEO Aaron Klein
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
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