The latest wealth management moves and appointments in North America.

Riskalyze
Riskalyze, a wealth management platform for financial advisors, has appointed three new executive leaders: Craig Clark as first chief marketing officer, Josh Gray as chief technology officer and Justin Boatman as chief product officer.

The new appointments come on the heels of an investment by Hg Capital, a global investor in software and services, which partnered with the company’s management team to recapitalize the firm last fall, California-based Riskalyze said in a statement. It enables Riskalyze to accelerate its investment in serving advisors and wealth management enterprises with risk, portfolio analytics, proposal, trading and compliance solutions.

Welcoming the move, Aaron Klein, founder and CEO at Riskalyze, said: “With our recent recapitalization by Hg, the launch of Command Center, and our expanded leadership team, you can feel an incredible sense of enthusiasm and excitement about our momentum for advisors and enterprises.”

In his role as CMO, Clark will lead the team responsible for marketing activities while also developing the firm’s brand positioning and strategic value to the marketplace, the firm added. Prior to joining Riskalyze, Clark was the CMO of PDFTron Systems Inc, which was acquired by Thoma Bravo.

As Riskalyze’s CTO, Gray will focus on technology, shipping high-quality products with a high level of velocity, security and reliability. Before coming to Riskalyze, Gray was CTO at Apex Clearing, the firm added.

Boatman, who has spent nearly seven years at the intersection of “product meets market” for Riskalyze, will assume the newly-created role of chief product officer with a mandate to innovate and execute on the company’s product vision, the firm said. They will also be at the upcoming Fearless Investing Summit from October 19 to October 21 in Salt Lake City.