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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Aaron Klein is the co-founder and CEO of Riskalyze—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country. Follow him on Twitter or check out his website, Wealth Data , for more information. Aaron Klein. Bola Sokunbi.

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Transcript: Annie Lamont, Oak HC/FT

The Big Picture

I said a number of dis drive companies, pc, I mean, we did actually invest in Compact during that period. They’re a number of technologists that are now interested in healthcare. And where we’ve made the least number of investments, the fewest number of investments is in hospital systems because Epic owned it.