advisor-technology
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LPL Financial
LPL Financial built a $2.6 trillion business by staying behind the advisor. Now its bet is that scale, open architecture and embedded AI can make independence feel less lonely - without making every practice look the same.
Dan Zitting
Dan Zitting is the CEO of Nitrogen, the wealth management technology company formerly known as Riskalyze, best known for its Risk Number and advisor growth platform. Before wealthtech, he spent more than a decade building governance, risk and compliance software: he founded the cloud audit tool Workpapers.com, ran Galvanize (formerly ACL) as CEO and grew it to roughly $100M in ARR, and helped steer its roughly $1 billion sale to Diligent, where he served as Chief Product and Strategy Officer. He took the top job at Nitrogen in December 2023, focused on helping financial advisors reduce friction and grow through connected workflows and AI.
Nitrogen (formerly Riskalyze)
Nitrogen, formerly Riskalyze, is an Auburn, California wealth-management software company that helps financial advisors grow their firms. It invented the Risk Number, a way to quantify an investor's risk tolerance and align it with their portfolio, and has expanded into a connected suite covering proposal generation, investment research, financial planning, client engagement, compliance and AI-assisted advisor workflows. More than five million investors have received a Risk Number, and the platform snaps into the gap between a firm's marketing, CRM and asset platforms to create a consistent client experience.
Michael Konialian
Michael Konialian is the founder and CEO of Modern Life, an AI-powered life insurance brokerage built for financial advisors. After a winding path from aerospace structures at NASA to nuclear diplomacy at the U.S. State Department to scaling CoverWallet's advisor business into an Aon acquisition, he was floored by how confusing, invasive, and outdated it was to buy life insurance for his own family. Modern Life is his answer: a single dashboard that lets advisors pull instant quotes from 30-plus carriers and compress a process that once took six months into minutes. In November 2025 the company raised a $20M Series A led by Thrive Capital, bringing total funding to $35M.