Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Fintech Report Card: October 2018

Below is the October edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Hearsay Launches Mobile Advisor Actions Mobile Solution 👍 What happened: Advisor digital workflow provider Hearsay Systems is offering a new event-triggered mobile solution called Advisor Actions. The solution…


Fintech Report Card: September 2018

Below is the September edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Facet Wealth Raises $33M in Series A ¯\_(ツ)_/¯ What happened: Facet Wealth raised $33 million in Series A funding from investment firm Warburg Pincus and venture capital…


Fintech Report Card: August 2018

Below is the August edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. JP Morgan Launching Free Investing App 👍 What happened: JP Morgan Chase is launching a digital investing service offering free or discounted trades, a portfolio-building tool, and no-fee…


Fintech Report Card: July 2018

Below is the July edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Coinbase Acquisitions Could Create One of the First Digital Coin Securities 👍 What happened: Coinbase, one of the most popular cryptocurrency platforms, will move forward with acquisitions that…


Fintech Report Card: June 2018

Below is the June edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Lincoln and Orion Team Up on Annuities 👍 What happened: Lincoln Financial Group is partnering with Orion Advisor Services on a data platform for advisors who use Lincoln’…