When it comes to building and integrating a tech stack, financial advisers should be careful to avoid the trap of automation for automation’s sake. “The integration itself takes work, so you want to make sure you have some goals behind ...

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 ...

Risk analysis fintech Riskalyze Inc. said Wednesday it has entered a definitive agreement for private equity firm Hg Capital to acquire a majority interest in the firm.  Riskalyze co-founder and CEO Aaron Klein has reinvested the majority of his holdings ...

Pandemic related risks are, hopefully, in the rear view mirror, but the race for wealthtechs to rethink what it means to assess a client’s risk tolerance through the advancement of technology is center stage.  Advisers’ ability to rethink risk tolerance ...