Press Releases > Risk Tolerance > Nitrogen to Supercharge RFG’s Advisor Growth, Client Satisfaction and Retention

Nitrogen to Supercharge RFG’s Advisor Growth, Client Satisfaction and Retention

Fast-growing hybrid RIA will leverage Nitrogen to amplify the client experience, drive enterprise value, and enhance firmwide operational efficiency.

AUBURN, CA – JANUARY 31st, 2024Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced that RFG Advisory (‘RFG’), a fast-growing platform for innovative and entrepreneurial independent advisors, has deployed Nitrogen as its enterprise growth and client engagement platform. Nitrogen is the latest addition to RFG’s technology stack, which was thoughtfully assembled to provide growth-minded advisors with a comprehensive suite of best-in-class solutions. The award-winning platform includes technology, talent, investment management, operations, compliance, marketing, and coaching required to empower advisors to build their businesses without compromise.

At the heart of the partnership is a shared vision: to empower independent advisors with the technology and services for breakthrough innovation and growth. With Nitrogen, RFG’s more than 100 advisors can harness the industry-leading platform for client-facing risk alignment, portfolio comparison, proposal generation, client check-in, and customized portfolio management tools. Nitrogen’s suite of analytics and client engagement solutions provide a new dimension of insight and functionality, energizing the firm’s advisors to deliver an engaging, highly personalized client experience at scale across the firm.

“Everything that we do at RFG is centered around providing advisors with technology and solutions that help them deepen their client relationships, grow organically, and scale their businesses to create enterprise value,” said Shannon Spotswood, president of RFG Advisory. “As we continue to build a friction-free technology stack designed to optimize the advisor and client experience, we’re thrilled to have a partner like Nitrogen that not only meets our high standards but exceeds them. A strong client experience is a powerful competitive advantage, and with Nitrogen, our advisors are able to boldly embrace the future of personalization.”

This collaboration also marks a fusion of Nitrogen’s state-of-the-art front-end proposal delivery with RFG’s acclaimed Bluemonte Investment Platform, offering a new era of compliance-aligned, and creative asset management solutions. This merger of technology and service excellence opens up new avenues for advisors to craft bespoke investment strategies for clients using modern, tech-enabled workflows.

“RFG’s decision to integrate Nitrogen as a cornerstone of its advisor tech platform is a testament to our shared vision for the future of wealth management,” said Dan Zitting, who recently succeeded Aaron Klein as Nitrogen’s chief executive. “We look forward to supporting RFG in their mission to set a new standard of what it means to be the RIA of the future in the financial advisory industry.”

In 2023 alone, RFG was named one of the Best Financial Advisory Firms by USA Today, one of America’s Top RIA Firms by Forbes, and one of the Top Fastest-Growing RIAs by SmartAsset.

Discover more about how Nitrogen is reshaping the landscape of wealth management growth and client engagement at


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. To learn more, visit


About RFG Advisory
RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides advisors all the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, advisors who affiliate with RFG Advisory maintain all the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform. Additionally, through RFG Capital, the firm buys stakes in advisor practices to facilitate succession planning and provides loans to advisors to enable the move to full independence. For more information, visit:

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