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Riskalyze replaces Lori Hardwick with Laurie Schultz at board chair and publicly tells her -- and the RIA industry -- it's moved the goalposts to a $1-billion valuation

The Auburn, Calif., firm's new chair already took one risk software firm to unicorn status and promises to 'do what it takes.'

Author Oisin Breen November 24, 2021 at 11:12 PM
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Laurie Schultz: I know what it takes.

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June 13, 2019 at 2:48 AM

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

After Riskalyze raised a pile of cash, it went shopping for a chief technology officer and found him at Apex Clearing

The Auburn, Calif., risk software maker is undergoing a shift to enterprises and nabs Josh Gray from the Dallas firm.

August 10, 2022 at 2:25 AM

After 401(k) account growth catapults ahead of curve, Vestwell CEO scrambles to make big hires and abdicates chairmanship to freed-up Lori Hardwick

Eying projected 300% plan sponsor growth, Aaron Schumm has promoted one executive, added another and reshuffled Vestwell's board, putting Hardwick on top.

October 14, 2021 at 8:58 PM

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Mentioned in this article:

Riskalyze
Tech: Other
Top Executive: Aaron Klein



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