Displaying 5 results
New role announced for Nitrogen co-founder and former CEO
Aaron Klein brings two decades of experience to wealthtech consultancy.
Nitrogen revamps enterprise fintech suite
The wealth technology provider unveils upgrades for advisors and firms, including a proprietary Won With Nitrogen asset growth metric.
Nitrogen names new CEO as Aaron Klein steps down
Dan Zitting, who succeeds Klein as CEO, is former president of Galvanize.
Another summer rebrand: CI Private Wealth is now Corient
'It's a weird little portmanteau,' one marketing executive said.
The latest in financial #AdvisorTech — June 2023
This month's highlights include Riskalyze's rebranding as Nitrogen, InvestCloud's executive exodus, Snappy Kraken's launch of an outsourced marketing service, and Lumiant's acquisition of health and longevity software Genivity.
