Risk evaluation firm Riskalyze is selling a majority of the firm to private equity firm Hg Capital, with Riskalyze CEO and co-founder Aaron Klein using the recapitalization as an opportunity to exit a ...
Aaron Klein is co-founder and CEO of Riskalyze. Riskalyze is deepening its data integration with financial planning software RightCapital, but an acquisition isn’t on the horizon, the company says.
Aaron Klein is co-founder and CEO of Riskalyze. Private equity firm Hg Capital plans to buy Riskalyze, a company that provides portfolio risk assessment software to financial advisors. Processing ...
After three years in development, and a partnership with trading network Fix Flyer, Riskalyze is ready to compete with outside automated trading and rebalancing services. Called Connected Trading, the ...
Yesterday, Riskalyze published some attacks on methodologies of their competitors, specifically RiXtrema and Hidden Levers. The day of the article, we received an inquiry from a journalist at ...
BOISE, Idaho, Dec. 16, 2025 /PRNewswire/ -- Ancorato, a third-party money manager specializing in objective-oriented, actively managed separately managed accounts (SMAs) that utilize structured notes, ...
It is an end-to-end solution designed to make is easy for advisers to propose, onboard and serve 401(k) plans. Riskalyze and Vestwell have partnered on a 401(k) plaform called Riskalyze Retirement ...
LAWRENCE, Kan., May 25, 2022 (GLOBE NEWSWIRE) -- Triad Partners has one mission for the advisors they work with: Create unlimited growth and freedom in business and life. Accomplishing that mission ...
Riskalyze, the world's first risk alignment platform for financial advisors, today announced its strategic alliance with AssetMark, Inc., the leading independent provider of innovative investment and ...
AUBURN, Calif.--(BUSINESS WIRE)--Riskalyze today announced the appointment of Laurie Schultz as its board chair. Ms. Schultz will add her more than 30 years of experience helping guide technology ...
AUBURN, Calif. & LONDON--(BUSINESS WIRE)--Riskalyze, Inc., an industry-leading risk-centric wealth management platform serving financial advisors, enterprises, and asset managers; and Hg, a leading ...
Riskalyze has long since outgrown its roots as a digital risk questionnaire and will soon update its branding to reflect its growing role in financial adviser fintech. Speaking at Riskalyze’s annual ...
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