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Aaron Klein

Founder and CEO, Contio · 1 appearance on the record.

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founderexecutive@AaronKlein ↗LinkedIn ↗contio.ai ↗

In 2011, Aaron Klein co-founded wealthtech company Riskalyze (rebranded to Nitrogen in 2023), serving as CEO for 12 years and popularizing the Risk Number across financial advisors. In 2025, he launched Contio, an AI-powered platform designed to streamline preparation, notes, and workflows around advisor meetings.

10statements → 8claims → 1claims resolved → 3.8/5average certainty → 1.7/5average debate potential → ≈4.5/5argument clarity, estimated → 5said about them ↓

0 supported 0 partly supported 1 contradicted 7 not checkable as stated how the 8 claims stand · each chip opens the sources

1 prediction · 7 assertions · 2 insights · every statement was checked. The prediction and assertions are the 8 claims: statements the public record can support or contradict. 1 is resolved, and 7 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Aaron argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable contradicted claim

Assertion Contradicted
Klein: Only 52% of Investors Aged 20-29 Match the Aggressive Stereotype
“What we found, actually, we had a team of academics delve into the data and the methodology behind the risk number, and what they found was that about 52% of investors aged 20 to 29 are aggressive, just like the stereotype. But the other 48% are spread across …”
Aaron Klein Jul 22, 2017 ▶ 5:41 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Aaron Klein on measured tape to publish a rate. This says nothing about how they speak.

Everything Aaron Klein said on Top Founders that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Klein: Long-Term Investing Requires Making Sound Short-Term Decisions
“Somewhat counterintuitively, the only way to become a long-term investor is to make a bunch of really great short-term decisions along the way.”
Aaron Klein Jul 22, 2017 ▶ 3:05 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?
Insight
Klein: Humans cannot psychologically follow passive buy-and-hold index fund advice
“There's only one problem with it. Humans are incapable of following that advice.”
Aaron Klein Jul 22, 2017 ▶ 23:21 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?
Assertion Contradicted
Klein: Only 52% of Investors Aged 20-29 Match the Aggressive Stereotype
“What we found, actually, we had a team of academics delve into the data and the methodology behind the risk number, and what they found was that about 52% of investors aged 20 to 29 are aggressive, just like the stereotype. But the other 48% are spread across …”
Aaron Klein Jul 22, 2017 ▶ 5:41 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?
Assertion Not checkable as stated
Klein: ARR Exceeded $4M Deployed Capital Before First Institutional Raise
“And we deployed just a little more than four million dollars in total capital prior to bringing FTV capital on board last year as our first institutional capital. So we really built a pretty substantial business you know, where we don't talk about revenue numb…”
Aaron Klein Jul 22, 2017 ▶ 10:09 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?
Assertion Not checkable as stated
Klein: Discounting a $129 list price to $99 tripled conversion rates
“We pushed it to one 29 and started discounting back to 99 immediately and bam our conversion rates like tripled, right? So we were charging the same amount of money, but it was a discount and conversion rates tripled.”
Aaron Klein Jul 22, 2017 ▶ 13:40 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?
Prediction Not checkable as stated
Klein: Autopilot Aims to Capture 10x Revenue Per Financial Advisor
“We're focused on delivering like, you know, real numbers, about a 50 X impact on efficiency and what it takes for an advisor to actually implement the investment decisions that they make for their clients. And in exchange for that 50 X impact on efficiency, we…”
Aaron Klein Jul 22, 2017 ▶ 18:47 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?
Assertion Not checkable as stated
Klein: Early Riskalyze Investors Earned 10x Returns via Share Buybacks
“No, there are some of our early investors who've earned a 10 X return already from the company.”
Aaron Klein Jul 22, 2017 ▶ 9:03 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?
Assertion Not checkable as stated
Klein: Riskalyze serves 19,000 paying financial advisors nationwide
“We serve 19,000 today across the country.”
Aaron Klein Jul 22, 2017 ▶ 12:20 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?
Assertion Not checkable as stated
Klein: Riskalyze Operates With a $600 Fully-Loaded CAC
“Yeah, so we usually spend like direct sales cost, probably about 400 to acquire a new customer. You want to follow that cost with like our fixed conference and marketing spend, probably about 600 bucks to acquire a new customer.”
Aaron Klein Jul 22, 2017 ▶ 16:47 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?
Assertion Not checkable as stated
Klein: $245/Month Premier Tier Captures 12% of New Seat Sales
“Number one is we rolled out a premier tier of Riskalyze ah, in February. And that's been great. And we sell about 12% of our new seats in the premier tier right now. And we've done a bunch of upgrades from existing customers. So that's, that starts at 245 buck…”
Aaron Klein Jul 22, 2017 ▶ 18:12 728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors?

The other half of the tape: Aaron Klein's own voice is left out of every number here. Other people bring the name up 5 times in 1 episode on Top Founders. every mention, with the transcript →

Who brings them up most Brett Owens 5

Every mention by year

tap a year for its mentions
0031512018episodesmentions
0112018episodes it came up in
002.50.5512018episodesmentions per episode
2018 5 mentions in 1 episode

Appearances (1)

EpisodeDateSpeaking time
728: With $24m Raised, Why is He Buildling FinTech On Back of Advisors? Jul 22, 2017 20m
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