Riskalyze welcomes Brian McLaughlin to its Board of Directors

Source: IBS Intelligence 2020-07-15

Brian McLaughlin

Riskalyze, transforming the advisory industry by empowering the world to invest fearlessly has announced the appointment of Brian McLaughlin, Redtail Technology CEO to its Board of Directors. McLaughlin is to assume the role immediately.

McLaughlin co-founded Redtail, a leading provider of cloud based customer relationship management software, serving 40,000 financial advisory firms and more than 120,000 users across the country. Since Redtail’s founding in 2003, McLaughlin has served in the dual role of CEO and chief technology officer.

“Brian and his team have built Redtail into an incredible organization with dominant market share among advisors. In particular, his work with many of the industry’s top enterprises will shine the light for our continued growth in serving those same firms. We’re excited to welcome him to our Board of Directors, and I look forward to the many contributions he will make to our growth and success,” said Aaron Klein, CEO at Riskalyze.

“As a long standing company partner, I’ve watched Riskalyze climb quickly to the top of the financial services market. It’s a true honor to be invited to join the Board. I’m excited to help advise Aaron and his leadership team and contribute my experience and expertise in financial technology,” said McLaughlin.

Riskalyze has also announced that two other directors, Andy Swan and Ryan Shanks have concluded their service on the company’s Board. Swan is the co-founder of LikeFolio, a company using social media intelligence to develop insights into consumer behaviour; Shanks is the co-founder and CEO of FA Match, reinventing advisor recruiting. Both directors served from 2014 to 2020, and remain as advisors to the company.

“On behalf of our Board and entire organization, we thank Andy and Ryan for their significant contributions to the company. I am thrilled about the massive strides we have made over the past several years at Riskalyze, and it’s been an ‘all hands on deck’ approach. Transitions such as these allow for an opportunity to bring new perspectives to the table, so that we can continue to serve the financial services industry in a powerful way. Brian brings a wealth of knowledge and deep industry expertise, and his unique insights will be particularly valuable,” said Lori Hardwick, Chairman at Riskalyze.

In addition to Aaron Klein, Lori Hardwick, and McLaughlin, the company’s Board of Directors include Michael McDaniel, Co-Founder and Chief Investment Officer at Riskalyze, and Abhay Puskoor, Principal at FTV Capital.

Founded in 2011, Riskalyze is the company that invented the Risk Number, which powers the firm’s Risk Alignment platform and empowers advisors to automate client accounts with Autopilot Trading. The company is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to gain new clients, capture and meet expectations and quantify suitability.

Riskalyze

Redtail Technology

Riskalyze welcomes Brian McLaughlin to its Board of Directors

Subscribe to Our Newsletter!

Subscribe to Our Newsletter!