Today, we’re excited to announce two incredible leaders in the advisor and financial technology community who are joining our Board of Directors. Here’s the press release.
Riskalyze Appoints Key Advisor, Financial Tech Leaders to Board of Directors
AUBURN, CALIFORNIA — Riskalyze today announced the appointment of two key leaders in the advisor and financial technology community to its Board of Directors.
RYAN SHANKS is CEO at Finetooth Consulting and founder of JoinAFirm.com. He effectively works as a sports agent for investment advisors, helping high-value advisory teams find the right fit for their businesses in the industry. He has served as an advisory board member for Riskalyze since 2013. Ryan is a devoted husband and father to his wife Lauren and three kids. They reside in Massachusetts.
“Riskalyze has transformed the way financial advisors discuss investment risk with their clients, and how broker-dealers and corporate RIAs drive value to their advisor networks,” said Shanks. “I am committed to this company and its mission, and I’m excited to join the board.”
ANDY SWAN is Co-Founder at LikeFolio and a three-time financial tech entrepreneur. His second company, MyTrade, was the first successful social network for traders and was acquired by Thinkorswim (which was subsequently acquired by TD Ameritrade). He has served as an advisory board member for Riskalyze since 2012. Andy resides with his wife and two kids in Louisville, Kentucky.
“I’m excited to be joining the phenomenal team at Riskalyze as they transform the financial industry for the better, one investment professional at a time,” said Swan.
“We’re incredibly excited to welcome industry giants like Andy and Ryan to our Board of Directors,” said Aaron Klein, CEO at Riskalyze. “These two entrepreneurs bring exactly the kind of connections, advice, expertise and wisdom to our board that we’ve been looking for. They are well known throughout the industry, and we’re confident that they will play a key role in strategically guiding Riskalyze to success in the coming years.”
Riskalyze is the company that invented the Risk Number™, the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments. Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, RIA networks, custodians, clearing firms and asset managers to align the world’s investments with investor risk tolerance.
Welcome to our board, Andy and Ryan!