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How Aaron Klein plans to make Riskalyze the epicenter of the RIA business with $20 million of fresh private equity money

The CEO startup already has 15,000 users but now he sees the Risk Number as the skeleton key for unlocking robo potential by eliminating two-tier, two-business problem for B2B robos

Author Brooke Southall November 30, 2016 at 10:08 PM
Admin:
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Aaron Klein [with chief of staff Evan Pope]: My Risk Number is 88 and it’s probably a pretty good guess as to why we waited so long before raising capital!

James Hallett

James Hallett

December 1, 2016 — 1:30 AM
Close in hand grenades is not as pleasant as horseshoes

Related Moves

Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says

The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.

January 7, 2022 at 11:40 PM

Six months after 'Nitrogen' reboot, Aaron Klein pulls rip cord on CEO job but will stay on board to jumpstart quest for $1-billion valuation under hand-picked replacement

The Nitrogen CEO is still the largest 'individual' shareholder and promises not to start a new company but he's already launched a side-hustle consultancy

November 15, 2023 at 3:24 AM

A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction

Eric Clarke founded Orion in 1999 and built it to a $3.6 trillion AUA juggernaut, but he believes both he and the company are ready for a big change

May 22, 2023 at 5:13 PM

The RIA world's provacateur, Raj Udeshi, left Orion to go 'nuts,' bears no grudges after the Riskalyze assault, and reveals his one regret was taking too little risk

Now in Kern County, Calif. the HiddenLevers founder, 45, is growing pistachios for 'single-digit' returns and maintains a great relationship with Eric Clarke and Orion.

March 22, 2023 at 1:48 AM

See more related moves

Mentioned in this article:

HiddenLevers
RIA Publication
Top Executive: Eric Clarke, CEO

Riskalyze
Tech: Other
Top Executive: Aaron Klein



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