Aaron Klein to Join Ezra Group

By Janet Levaux

News February 21, 2024 at 01:37 PM

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Wealth management and technology consultancy Ezra Group has appointed Aaron Klein — the founder and former CEO of Nitrogen, earlier known as Riskalyze — as an executive-in-residence.

Klein has been a member of Nitrogen's board of directors since stepping down as the firm's CEO in late 2023. He's also on the boards of Snappy Kraken and the Mountain States Policy Center.

"We are thrilled to welcome Aaron," said Ezra Group CEO Craig Iskowitz. "His track record of leadership and innovation in the wealthtech space aligns perfectly with our commitment to delivering cutting-edge technology solutions to our clients."

Iskowitz founded Ezra Group 19 years ago. He and the firm publish articles, blogs, podcasts and newsletters about technology issues affecting wealth management firms, financial services organizations, technology vendors and financial advisors.

"I'm really excited to contribute some of the expertise and knowledge that I've gained along the journey to the many clients of Ezra Group as they build the next generation of wealth management and wealthtech businesses," Klein said in a statement. "I've long been a fan of the work that Craig has contributed to our profession, and I look forward to supporting the firm's clients on some great projects."

Pictured: Aaron Klein

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