2017 In|Vest Demo Presenter:  Riskalyze

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Company Name


What does it do?

The Next-Generation Autopilot Platform, a multi-custodial automated account platform that allows any advisor to deliver both deep personalization and scalable automation for all of their client accounts using One-Click Fiduciary™ technology.

How will your product or service advance the wealth management experience or industry?

Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

What makes it better than all its competitors?

We invented the world's first risk alignment platform. We've been twice named one of the world's most innovated finance companies. We have 25 industry partners integrated with our product. We invented the Risk Number, used by tens of thousands of advisors, and the clear market leader in the risk analysis and portfolio alignment industry.

Five word mantra or summary?

Empowering the world to invest fearlessly


Kyle Van Pelt, Managing Director, Partnerships
Aaron Klein, CEO


Aaron Klein
Mike McDaniel

Key Customers

Investment advisors in the United States