Wealth technology consultancy Ezra Group has hired the co-founder and former CEO of Nitrogen to further establish its position as a leading firm in the wealthtech space.
Aaron Klein joins the firm as an executive-in-residence with two decades of industry experience. That includes 12 years at the firm he co-founded in 2011 as Riskalyze, which became Nitrogen in May 2023. He sits on the board of Snappy Kraken and Mountain States Policy Center, and remains a board member at Nitrogen, after having stepped down as CEO in November last year.
At Ezra, he will share his extensive industry experience as a guide, leader, and mentor to the firm’s consultants and clients. His knowledge of the regulatory landscape and building a successful software firm will also be invaluable.
"I'm really excited to contribute some of the expertise and knowledge that I've gained along the journey to the many clients of Ezra Group as they build the next generation of wealth management and wealth tech businesses. I've long been a fan of the work that Craig [Iskowitz, CEO of Ezra Group] has contributed to our profession, and I look forward to supporting the firm's clients on some great projects."
Klein has been honored in InvestmentNews 40 Under 40 and spoke with us at the T3 conference for a special podcast episode last year.
"We are thrilled to welcome Aaron as one of our executives-in-residence," said Iskowitz. "His track record of leadership and innovation in the WealthTech space aligns perfectly with our commitment to delivering cutting-edge technology solutions to our clients. Having Aaron on our team will reinforce our position as a trusted advisor to enterprise wealth management firms."
This week Nitrogen unveiled numerous upgrades to its fintech suite aimed at boosting the efficiency and growth of financial advisors and wealth firms.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
