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.

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 ...

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, ...

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 ...

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 ...

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 ...

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.-based fintech Riskalyze has named Brian McLaughlin, CEO of Redtail Technology, based in neighboring Sacramento, to its board of directors. Andy Swan, co-founder of LikeFolio, and Ryan ...

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 ...

Welcome back to the first Fintech Bytes column of 2023. We’re all getting back into the swing of things after a couple of weeks off, but the fintech engine is starting to rev back up after a year ...

AUBURN, Calif.--(BUSINESS WIRE)--Riskalyze and Hantz Financial Services, Inc. today announced an enterprise agreement to become the first to deliver its more than 165 financial consultants’ access to ...