A Provider of Risk Analytics to Financial Advisors


Recently Released!!!
Date Published: September 22, 2016
Summary PPT Deck: 11 Slides

Reference PPT Deck: 41 Slides

Riskalyze was founded by Aaron Klein, Mike McDaniel, & Matt Pistone in 2011 and is based in Auburn, CA. The company has $121 billion financial advisor clients' assets under management and is led by its CEO Aaron Klein. Its web site can be found at www.riskalyze.com.

Riskalyze's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Middle Phase
  • Awards Phase

Its profile includes the key statistics of the firm, including its number of offices, employees, financial advisor clients, financial advisor clients' clients, financial advisor clients' assets under management, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:

  • Service One
  • Service Two
  • Service Three
  • Autopilot
And its profile concludes with the highlights of its organizational structure & ownership.
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