The Fintech Blueprint

Building an investment platform with a risk management heart, with Riskalyze CEO Aaron Klein


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In this conversation, we chat with Aaron Klein, the co-founder and CEO at Riskalyze. 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 200 Riskalyzers serve thousands of advisors who have aligned the world's investments with millions of investors' Risk Numbers®. Aaron has served as a Sierra College Trustee, and in his spare time, he co-founded a school project for orphans and vulnerable kids in Ethiopia. Investment News has honored him as one of the industry’s top 40 Under 40 executives.
More specifically, we touch on the journey of entrepreneurship, Political campaign fintech and website development, roboadvisors vs. automated trading rebalancing, the future of wealth management and financial advice, and so so much more!! Disclaimer here — this newsletter does not provide investment advice and
represents solely the views and opinions of FINTECH BLUEPRINT LTD.
Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella
Want to discuss? Stop by our Discord and reach out here with questions.
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The Fintech BlueprintBy Lex Sokolin

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