Best of the Best 2023

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TECHNOLOGY PROVIDERS Chief Executive Officer of the Year

NITROGEN

Aaron Klein

Aaron Klein is the co-founder and CEO at Nitrogen, the company that invented the Risk Number® and the industry-leading growth platform for wealth management firms. Over the past 10 years, Aaron has raised tens of millions of dollars and built the industry’s premier Risk Analytics and Trading platform, which serves tens of thousands of financial advisors across the country today. Aaron is as humble as he is ambitious. He proudly sits on the board of Snappy Kraken, the leading marketing automation platform for advisors; and Invest in Others, an organization that spotlights and funds the charitable work of financial advisors. InvestmentNews has honored him as one of the industry’s top 40 under 40 executives.

Nitrogen has been revolutionizing how financial advisors and wealth management firms grow since the launch of Riskalyze in 2011. Today, Nitrogen is the growth platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly. To learn more, visit NitrogenWealth.com.

nitrogenwealth.com

183 WealthManagement.com

*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

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