Riskalyze, an Auburn, California-based fintech that provides risk assessment and portfolio analytics, and Altruist, a Venice, California-based registered investment adviser that provides a digital custodial solution for other RIAs, announced they will integrate their platforms, starting in November. Advisers using ...

This month’s edition kicks off with the big news that Riskalyze has been recapitalized with a valuation of more than $300 million, as the risk tolerance assessment tool continues to expand its adviser reach — seemingly unimpacted by an explosion ...