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Craig Clark and Josh Gray join Riskalyze veteran Justin Boatman to round out the wealthtech platform’s executive team, furthering the mission to help investors remain fearless in volatile markets
AUBURN, CALIFORNIA — July 26, 2022—Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, has charged two new hires and a veteran employee with taking on three leadership roles at the company. The new executive team members include Craig Clark as the firm’s first Chief Marketing Officer, Josh Gray in the role of Chief Technology Officer and Riskalyze veteran Justin Boatman who has been named Chief Product Officer.
These new appointments come on the heels of an investment by Hg Capital, a leading global investor in software and services, which partnered with the company’s management team to recapitalize the firm last fall, enabling Riskalyze to accelerate its investment in serving advisors and wealth management enterprises with risk, portfolio analytics, proposal, trading and compliance solutions.
“At every step in a company’s journey, you have to make sure you have the right people in the right seats, and I could not be more thrilled with the caliber of the leadership team we’ve assembled to take Riskalyze and its innovative platform to the next level,” said Aaron Klein, CEO at Riskalyze. “With our recent recapitalization by Hg, the launch of Command Center, and our expanded leadership team, you can feel an incredible sense of enthusiasm and excitement about our momentum for advisors and enterprises.”
In his role as CMO, Clark will lead the team responsible for all marketing activities while also developing the firm’s brand positioning and strategic value to the marketplace. Prior to joining Riskalyze, Clark was the CMO of PDFTron Systems Inc., which was acquired by Thoma Bravo.
As Riskalyze’s CTO, Gray will build on Riskalyze’s reputation as a technology leader by shipping high-quality products with a high level of velocity, security and reliability. Before coming to Riskalyze, Gray was CTO at Apex Clearing.
Boatman, who has spent nearly seven years at the intersection of “product meets market” for Riskalyze, will assume the newly-created role of Chief Product Officer with a mandate to innovate and execute on the company’s product vision.
These three new executive appointments follow Riskalyze announcing Shari Hensrud, PhD, as its Vice President of Risk and Analytics and Tricia Rothschild to the Board of Directors at the start of the year.
These new leaders at Riskalyze will be available to share their expertise with clients at the upcoming Fearless Investing Summit from October 19 to October 21 in Salt Lake City. Interested attendees and partners can learn more and register here.
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Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs, and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit www.riskalyze.com.
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