Nitrogen Announces Partnership with the FinServ Foundation to Empower the Next Generation of Leaders in Wealth Management
The multi-year agreement will cover all expenses for students onsite at the Fearless Investing Summit, software licenses, and more.
Auburn, CA | April 9, 2024 – Today, Nitrogen (formerly Riskalyze), a leading provider of growth and client engagement software for wealth management firms, unveiled a multi-year partnership with the FinServ Foundation aimed at empowering the next generation of talent in the financial services industry. This collaboration underscores a shared commitment to dismantling the barriers that obstruct entry into the wealth management industry while enhancing access to the technology and business relationships they need for a successful career.
“Addressing the critical need for a diverse and inclusive talent pipeline in the financial services industry requires more than just words; it requires actionable commitments and partnerships,” remarked Jamie Hopkins, President of the FinServ Foundation. “Our collaboration with Nitrogen represents a powerful step forward in equipping a new generation of financial professionals with the tools, knowledge, and support they need to thrive while getting to attend an incredible conference.”
Empowering the Future through Education, Opportunity, and Technology
The FinServ Foundation exists to build a more inclusive, representative, and vibrant financial services profession by working directly with colleges and universities, including the University of Georgia, the Ohio State University, Oklahoma State University, Clemson University, and over a dozen other educational institutions to support the next generation of skilled finance professionals.
Starting this year, Nitrogen will cover the registration fee, hotel stay, and all onsite expenses, while FinServ will cover the roundtrip travel, for more than two dozen students to participate in the award-winning Fearless Investing Summit. The students will have full access to all sessions and training events, including the Fearless Women Summit presented by Females & Finance, the Advisor Tax Summit presented by Holistiplan, and 100+ onsite sessions, including complimentary CFP CE courses. In addition, all students involved in this partnership will receive complimentary access to Nitrogen’s client engagement software.
Nitrogen & FinServ’s Investment in the Future of Financial Services
This new partnership is part of Nitrogen’s NextGen collegiate program, with the mission to equip the next generation of wealth management professionals with leading technology.
As part of this commitment, Nitrogen donates over 2,000 software licenses annually to university students nationwide pursuing degrees in financial planning.
“Our alliance with the FinServ Foundation not only aligns with our mission to empower the world to invest fearlessly but also underscores our belief in the importance of accessible, inclusive, and innovative financial education,” said Dan Zitting, CEO of Nitrogen. “This partnership addresses two of the most impactful aspects of getting started in a new field: access to the technology that wealth management firms use daily, as well as introductions and networking with seasoned financial professionals. I look forward to seeing this year’s students in Nashville this October.”
To learn more about Nitrogen, visit nitrogenwealth.com. To learn more about the FinServ Foundation, visit finservfoundation.org.
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About Nitrogen
Nitrogen has been revolutionizing how financial advisors and wealth management firms grow since the launch of Riskalyze in 2011. Today, Nitrogen is the leading client engagement platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly.
About the FinServ Foundation
The FinServ Foundation is committed to fostering the next generation of financial professionals through comprehensive coaching, mentorship, and community engagement. By tackling the barriers to entry and success in the financial services industry, the Foundation is dedicated to nurturing a more diverse and inclusive pool of talent.
MEDIA CONTACT:
Nitrogen
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FinServ Foundation
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