Aaron Klein of Riskalyze on Risk, SVB, and the Future of Advisor Technology

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About This Episode

A new report from Bain highlighted a key statistic: Individual investors hold roughly 50% of the estimated near-$300 trillion of global assets under management. Yet those same investors hold just 16% of AUM in alternative investment funds. Some HNW investors are seeking to diversify away from public equities to safeguard their portfolios and are allocating to private market investments through alternatives. Opto Investments and Riskalyze recently announced a strategic partnership that combines Riskalyze’s growth platform with Opto's technology-enabled private markets solution to build investment strategies that offer exposure to private credit, private equity, real estate, venture capital, and infrastructure.

About Our Guest

Aaron Klein co-founded Riskalyze in 2011, growing the company to serve tens of thousands of financial advisors, and twice being named as one of the world’s top 10 most innovative companies in finance by Fast Company magazine. He serves as the company’s CEO.

Show Notes

Here are some additional resources to learn more about Riskalyze:

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