Main Bullet points:
- Quantitatively Pinpoint Risk. Our patented Risk Number® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the
Nobel Prize for Economics.
- Build Portfolios that Fit. Engineer the risk in a portfolio to fit your client’s unique and individual risk preferences and meet their expectations with a 95% mathematical confidence.
- Expose Risk & Win Clients. Show your prospective clients that they are invested outside of their true risk preference. With the numbers on your side, you’ll have the upper hand to easily win client trust.
Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Today, over 100 Riskalyzers serve thousands of advisors who manage over $130 billion on the platform. In his spare time, Aaron serves as a Sierra College Trustee, and co-founded a school project for orphans and vulnerable kids in Ethiopia. He has been honored by Investment News as one of the industry’s top 40 Under 40 executives.