AUBURN, Calif.--(BUSINESS WIRE)--Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, today announced the appointment of 26-year former Morningstar veteran Tricia Rothschild to its Board of Directors.
Rothschild was most recently President at Apex Fintech Solutions, and prior to that, completed her long tenure at Morningstar as its Chief Product Officer and Co-Head of Global Markets. During her career at the investment research, analytics and data firm, she launched and led its equity research business and spearheaded the transformational technology initiatives that brought innovation as well as operational discipline to Morningstar’s core wealth and asset management-focused offerings.
In addition to the Riskalyze Board of Directors, Rothschild is also the Vice Chair of the CFA Institute Board of Governors, serves on the board of Financial Fitness Group, and serves on the advisory board for The TIFIN Group. In 2021, she was named “Most Likely to Change Wealth Management” by Financial Planning and was named to the InvestmentNews “Women to Watch” list in 2020.
“I am deeply honored to join Riskalyze’s board, and incredibly passionate about their mission to empower the world to invest fearlessly,” Rothschild said. “Riskalyze revolutionized how advisors engage clients through the lens of risk, and is rapidly becoming a powerful force on the advisor desktop across analytics, investment research, and trading. I’m very excited to join forces with Aaron, the Riskalyze leadership team, Laurie Schultz, and the firm’s backers at Hg.”
Riskalyze also welcomed Laurie Schultz in November as its chair, who brought more than 30 years of experience helping to guide technology companies — including Sage, Intuit, Galvanize and TELUS — to her new role as Riskalyze’s board chair. She became Canada's first CEO to lead a technology company to unicorn status as the head of Galvanize.
“We are so thrilled to welcome a celebrated industry leader of Tricia’s caliber to the Riskalyze Board of Directors,” said Aaron Klein, CEO at Riskalyze. “With our recent recapitalization by Hg, the launch of the Discovery investment research search engine, and two new board members, the enthusiasm, energy and excitement across this team is palpable. The sky is the limit for the advisors we love to serve.”
Riskalyze is the company that invented the Risk Number®, which powers the world's first risk-centric wealth management 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 Discovery and the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit www.riskalyze.com.