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Nitrogen Partners with Holistiplan to Offer Exclusive Pricing and Launch the First In-Person Holistiplan Tax Summit at the Fearless Investing Summit

Nitrogen Partners with Holistiplan to Offer Exclusive Pricing and Launch the First In-Person Holistiplan Tax Summit at the Fearless Investing Summit
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Aaron Klein Joins Technology Consultancy Ezra Group

Former Nitrogen CEO Aaron Klein has joined the advisor technology consultancy Ezra Group as an executive in residence.

Aaron Klein Joins Fynancial as Strategic Advisor

Klein, who stepped down as CEO of Nitrogen in November, will serve as a strategic advisor for Fynancial, a new Social Financial Platform.

The Word on WealthTech for December 2023

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

Nitrogen CEO Aaron Klein Steps Down Company Taps Outsider to Replace Him

Aaron Klein has stepped down as CEO of Nitrogen, the wealth management technology company he co-founded 12 years ago that until May was known as Riskalyze. To…

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