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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. ....

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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. ....

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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. ....

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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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