RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Riskalyze taps Stephen Brandes as final hire, stakes flag in Manhattan, ahead of imminent rebrand that's part of push toward a $1-billion valuation

The Auburn, Calif., software firm is ready to shift from a 'point solution' to a 'growth platform' -- and now has a Yale/Harvard guy who just went through a similar drill at a non-financial digital firm.

Author Brooke Southall April 15, 2023 at 1:41 AM
Admin:
0 Comments
no description available
Stephen Brandes: I knew that I’d only make the leap for a mission-driven organization
Keith Girard contributed to the editing of this article.

Related Moves

Riskalyze replaces Lori Hardwick with Laurie Schultz at board chair and publicly tells her -- and the RIA industry -- it's moved the goalposts to a $1-billion valuation

The Auburn, Calif., firm's new chair already took one risk software firm to unicorn status and promises to 'do what it takes.'

November 24, 2021 at 11:12 PM

Lori Hardwick steps down as AI Labs president and steps up as a gunslinging paladin for Riskalyze and other firms in new gig economy consulting role

The co-founder went to the Tiburon CEO Summit in April and came away with four big consulting gigs that morphed into a new career

June 13, 2019 at 2:48 AM

After Riskalyze raised a pile of cash, it went shopping for a chief technology officer and found him at Apex Clearing

The Auburn, Calif., risk software maker is undergoing a shift to enterprises and nabs Josh Gray from the Dallas firm.

August 10, 2022 at 2:25 AM

Wealthfront's unlikely tapping of Sheila Bair and Tom Curry signals likely push to gain a bank charter, analysts say

The Redwood City robo-advisor's addition of two renowned former chief banking regulators brings legitimacy and guidance that could lead to a margin-fattening bank charter and help solve the robo-advisor's problem of high client acquisition costs.

December 31, 2020 at 4:37 AM


Mentioned in this article:

Riskalyze
Tech: Other
Top Executive: Aaron Klein




RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo