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.
It is not clear how many employees will be affected, but none of the private partnership’s 20,000 financial advisors will see their jobs at risk.
The historic summer sitting saw a roughly two-thirds pass rate, with most CFP hopefuls falling in the under-40 age group.
"The greed and deception of this Ponzi scheme has resulted in the same way they have throughout history," said Daniel Brubaker, U.S. Postal Inspection Service inspector in charge.
Elsewhere, an advisor formerly with a Commonwealth affiliate firm is launching her own independent practice with an Osaic OSJ.
A survey reveals seven in 10 expect it to be a source of income, while most non-retired respondents worry about its continued sustainability.
Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services among mass affluent clients through tax-first planning, technology, and collaboration—positioning firms for long-term success
Chris Vizzi, Co-Founder & Partner of South Coast Investment Advisors, LLC, shares how 2025 estate tax changes—$13.99M per person—offer more than tax savings. Learn how to pass on purpose, values, and vision to unite generations and give wealth lasting meaning