Rebranding Riskalyze to Nitrogen and the Future of Tech Stacks, with Tricia Rothschild of Nitrogen

On the Circuit is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. This season, his guests are conference attendees of the Fearless Investing Summit, Nitrogen’s annual conference. 

What’s in a name?

Tricia Rothschild says everything. 

The name explains the game, for lack of a better rhyming word. The rebrand of Riskalyze to Nitrogen was a move to align with what the company has been doing for a while now — accelerating growth for wealth management firms in ways far beyond risk assessment.

Tricia has served as a Board Member for Nitrogen since January 2022. Also a sought-after consultant, she spent 26 years of her illustrious career as Chief Product Officer and Co-head of Global Markets at Morningstar.

In Tricia’s estimation, the future of tech stacks in the wealth management industry lies between the two extremes that exist today: one platform or multiple vendors to fulfill advisors’ needs. 

Tricia is excited to show how Nitrogen can lead the change for the better, as they look to offer enterprise-level professional operations. 

Click “play” above to listen to the full episode. To hear from more industry friends and experts, subscribe to On the Circuit wherever you listen to podcasts. 

Key Takeaways

1. A rebrand isn’t always about a change in direction, but better aligning the brand with the company’s actions.
2. The intersection of wealth and retirement holds growth potential for both clients and advisors and is worth exploring. 
3. A two-question check-in regarding feelings toward the market and personal goals is a simple and effective method to prioritize conversations with clients. 

Key Timestamps and Topics

• 00:00:55 – Tricia Rothschild shares what’s next for Nitrogen after its 2023 rebrand. 
• 00:02:30 – The industry is leaning toward enterprise-level operations and Nitrogen is leading the charge with its firm-level controls, dashboards and insights.
• 00:03:12 – Rebranding from Riskalyze to Nitrogen isn’t so much a change in direction as it is the name catching up to what the company has been doing for a while, acting as a growth platform for advisors.  
• 00:05:19 – How does Tricia envision the future of the wealth tech market? Currently, advisors either rely on one platform to fulfill their needs or use multiple vendors.
• 00:07:26 – What has Tricia excited about our industry? The intersection of wealth and retirement holds growth potential for both clients and advisors. 
• 00:10:36 – Tricia answers Johnny’s golden question: What’s the number one most important thing advisors should be doing to keep their clients fearless? 

Relevant Links

• Download our free ebook, The Advisor’s Guide to Starting a Podcast
• Connect with a member of our team

About Three Crowns

Three Crowns is a full-service marketing partner, providing the financial industry with high quality custom blogs, website design, branding, podcast production and more. We help financial advisors and fintech companies find their message and amplify their voice. From strategy to click-worthy content, to SEO optimization and social media promotion, our team is ready to help you feel confident in your communication. Click here to connect with a member of the Three Crowns team today.