financial-advisor-software
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Aaron Klein and the five-minute conversation that kept going
Aaron Klein built Riskalyze around a question investors struggled to answer. After twelve years as CEO and a handoff at Nitrogen, he is building Contio around what happens when the meeting ends.
Altruist found the expensive part of advice: getting it done
Independent advisors do not lack things to say. They lack hours to act. Altruist built a custodian around that problem - and now Vanguard has agreed to buy it.
Pontera and the money on the other side of the wall
Your advisor can plan your retirement. Your employer’s 401(k) may still sit beyond reach. Pontera built a business in that awkward gap - and discovered that connecting the money means negotiating who gets to open the door.
Orion Built a $6 Trillion Control Room - Now Advisors Have to Learn Every Switch
The Omaha wealthtech company spent 27 years turning portfolio accounting into an advisor operating system. Its scale is the pitch; making all those acquired parts feel like one product is the test.