About
Aaron Klein’s professional career has been marked as a builder — of companies, of teams…
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Aaron Klein shared thisWhile it was fun to work for the past few months on turning meetings into momentum, we're excited this morning to announce Contio's BIG PIVOT. Introducing MeatingOS: we turn what gets grilled into what gets fulfilled. Learn more about our protein alert AI at https://MeatingOS.com. (Big hat tip to Brian de la Motte for the cool new web site...)
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Aaron Klein shared thisI feel deeply honored by your highly personalized outreach.
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Aaron Klein posted thisIn the short term, the markets run on vibes. In the long term, the markets run on valuation. The key is knowing which one you're in...
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Aaron Klein posted thisAt Contio, we’ve launched AI to answer customer questions. So far, people love it — they get fast, accurate answers 24/7. They can say “human” any time and get direct access to me and my teammates. No confusing menus or pushback. Faster, 24/7 support with access to smart humans whenever you need them — the future is AMAZING.
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Aaron Klein posted thisI’ve got a friend looking for just the right person to serve as Director of Operations and Client Services. He leads a unique RIA that serves faith-based business owners seeking to maximize their giving impact during a sale or succession. The role is NYC or Denver, but they are open to remote for the right person. If this feels like you, DM me and I’ll connect you. 👍
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Aaron Klein shared thisHad a blast doing this video interview with the insanely great Shannon Rosic and Beth Rubinoff while at Nitrogen's Fearless Investing Summit in Denver: Fixing the Most Broken Part of Advisor Meetings is possible! https://lnkd.in/gSDmUcGH
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Aaron Klein shared thisAnd let me tell you…they do this VERY well. Work with Donna White and team to staff your company. You won’t regret it.Aaron Klein shared thisMemo to my team: We serve some of the hardest working people on the planet. They are under immense pressure—even when they’re having the time of their lives. When a founder works with August Venture Talent, I want them to breathe a sigh of relief. From the very beginning of our relationship, I want them to have a profound sense that they are in good hands. That we see what they’re building—and we respect what it’s taking to build it. That we move with clarity, urgency, and care—without adding noise or complexity. That we take ownership of the search as if it were our own company on the line. That every interaction reflects thoughtfulness, preparation, and strong judgment. That we are not just executing tasks—we are protecting momentum. Because when we do this well, we don’t just help founders hire. We give them space to lead, to think, and to keep building. And that matters.
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Aaron Klein reposted thisAaron Klein reposted thisKyle Poyar on Mostly Growth today: "You have all these meetings that you feel like you should attend for context setting..." "...but you feel like you can't attend an hour-long meeting that's not core to your job" What if your notetaking platform was meant for teams? You could have an ambient awareness of what was going on in your organization. No need to attend - just view the notes, action items and insert yourself where applicable. Contio is breaking down siloes - we shouldn't be attending meetings so we can "stay in the loop". https://lnkd.in/gzqdknXY
Aaron Klein commented on a post
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Next super power: educate all your early hires on QSBS and allow them to accept RSUs instead of ISOs to take advantage personally. 🚀🚀🚀 100% participation at Contio!
Aaron Klein replied to a comment
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Keith N. ☁ I said, “sure call me at {number} in the next three minutes and I’ll buy, otherwise no deal.”
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Aaron Klein reacted on thisAaron Klein reacted on thisWe’re pleased to welcome Brittany Kirking to The Well Recruiting Solutions as our new Senior Talent Acquisition Partner! Brittany brings nearly two decades of recruiting experience across multiple industries, along with a proven track record of building strong talent pipelines and trusted partnerships with both candidates and hiring leaders. Her strategic approach, attention to detail, and commitment to delivering an exceptional experience have earned her top honors, including Diamond Club and Chairman’s Club awards. At The Well, Brittany partners closely with leaders to understand hiring needs, develop thoughtful recruiting strategies, and connect exceptional talent with the right opportunities—supporting long-term success for both clients and candidates. She was drawn to The Well’s collaborative, relationship-focused environment and values-driven culture, which closely align with her own. Please join us in welcoming Brittany to the team! #NewHire #TalentAcquisition #Leadership #Recruiting #TheWellRecruitingSolutions
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Aaron Klein reacted on thisAaron Klein reacted on this74% Activation Typically, on the first or second call with an RIA, our team gets asked about client activation. It stems from the industry-wide adoption issue with "legacy portals." It turns out clients actually don't log into the portal if the portal is... 1) Primarly web based 2) Focused on numbers and graphs 3) No advisor / Team communication However, when you can tell your clients, "Just go to our app for everything," things change. It turns out clients want your brand on their phone, where they can see the numbers they care about, talk with you or your team, upload documents, complete action items, receive meeting notes, schedule meetings, read market updates, download materials, and much more. Clients like simple. Fynancial delivers just that.
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Aaron Klein reacted on thisAaron Klein reacted on thisThe Great WealthTech Bifurcation & Other March News Highlights We just wrapped up a massive news cycle for the WealthTech Today podcast, and the pace of change in our industry is accelerating. From record-breaking funding rounds to the “Great Bifurcation” of AI, here are the stories you need to know: 1. The Great AI Note-Taker Bifurcation We are seeing a clear split in the market. On one side, legacy CRMs and custodians are embedding AI features. On the other, specialized “Agentic Advisor OS” platforms like Zocks | AI for Advisors and Jump are raising massive capital—$45M and $80M respectively—to act as the intelligent data gatekeepers of the advisor tech stack. 2. Advyzon Moves into Planning Advyzon continues its “all-in-one” evolution, adding native financial planning capabilities led by former MoneyGuide executives. This is a significant move for RIAs looking to reduce task-switching and consolidate their core infrastructure. 3. The $30 Million Productivity Gain Data from Docupace shows that PreciseFP and Hubly Inc eliminated over 200,000 hours of manual work for advisors in 2025. This isn’t just a “nice to have”—it’s a massive operational windfall that changes the ROI calculation for digital data gathering. 4. Contio & Meeting OS Aaron Klein is back with Contio. Their Meeting OS platform is designed to transform the entire meeting lifecycle—from automated agendas to real-time data surfacing—into a decisive moment for advisors. 5. Osaic Taps finny.ai for AI Prospecting In a major enterprise deal, Osaic is putting FINNY’s AI-driven prospecting tools into the hands of 11,000 advisors. This signals a shift toward using intent signals and automated multi-channel campaigns at scale. 6. The Orion Roadmap From a foundational AI collaboration with Anthropic to the launch of Denali AI and a new Unified Managed Household (UMH) roadmap, Orion is leaning heavily into enterprise-grade infrastructure and coordinated household management. 7. Executive Move: Abby S. to Mercer Global Advisors A big congrats to Abby Salameh on joining Mercer Global Advisors as Managing Partner. Her extensive experience at RFG, CAIS, and Hightower will be a major asset for Mercer’s growth in the Tri-State region. 8. AdvisorTech Map & WTIS Updates We added 12 new products to the map this month, including EquityNav, Org IQ, and Hive AI. If you’re a vendor, make sure your WealthTech Integration Score is up to date at EzraGroup.com. Read the full breakdown: https://wp.me/pdTAz8-6pM #WealthTech #FinancialPlanning #RIA #FinTech #AI #WealthManagementWealthTech Industry Update: AI Bifurcation and Platform Integration TrendsWealthTech Industry Update: AI Bifurcation and Platform Integration Trends
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Aaron Klein reacted on thisI am honored to join the Holistiplan board and to work closely with Roger Pine, CFA®, CFP®, Lead Edge Capital, and the leadership team to bring impactful insights and recommendations to advisors that add value to their clients. It's an exciting time at Holistiplan and in wealthtech, and I'm excited to contribute in a small way to both.Aaron Klein reacted on thisI've had a great time getting to know Stephen Langlois and am thrilled to have him join us as a permanent member of our board. (He's already working circles around me, so I need to up my game). What I most appreciate is the wisdom he's been willing to share. Wisdom he has built up over decades in industry, both on the advisory side and the wealthtech side. As fast as technology is moving today, he continues to remind me that some things stay the same: Customer Experience, Values, Serving Others, and the Adventure of Innovation. Full press release here, but below are some highlights from his Q&A. https://lnkd.in/eKGrD6fc
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Aaron Klein reacted on thisAaron Klein reacted on thisMost see a toy shelf, but I see a 1:64 scale masterclass in high-velocity RIA engineering. Back to the Hot Wheels rack to find a chassis that can actually handle the G-force of a scaling RIA. The latest scores (These are for my kids, I swear). Ferrari SF90 Stradale: The SF90 Stradale is a landmark in Ferrari’s history, serving as the first-ever plug-in hybrid to lead their series-production lineup. By pairing a 4.0L twin-turbo V8 with three electric motors, it produces a combined 986 hp and can sprint from 0–60 mph in a staggering 2.5 seconds. It represents a new era of engineering where electric torque fills every gap in internal combustion, making it the most powerful road-going Ferrari ever built. Aston Martin Vulcan: The Vulcan is an unapologetic, track-only masterpiece built entirely without the constraints of road legality. It features a massive, naturally aspirated 7.0L V12 that produces 820 hp, housed in a carbon-fiber chassis that generates more downforce than the car actually weighs. With only 24 units in existence, the Vulcan remains a rare, high-decibel tribute to raw mechanical grip and aerodynamic extremity. Lamborghini Huracán LP 610-4: The Huracán LP 610-4 is the definitive modern supercar, designed to be a usable exotic that still screams with a mid-mounted 5.2L V10. Its name highlights its 610 metric hp and sophisticated all-wheel-drive system, which utilizes an "Inertial Platform" of sensors to maintain stability at the limit. It is the gold standard for the "everyday" supercar, assuming your everyday involves a top speed of 202 mph. Why the Obsession: The Platform Metaphor If comparing a hypercar to an RIA feels like a stretch, consider the architecture. These cars aren't just engines; they are integrated platforms where every component; aerodynamics, thermal management, and electronics; must work in perfect synergy to survive extreme pressure. An RIA has incredible similarities. To me, it's one of the sickest business models in existence, just like the supercar is the sickest car platform in existence. But an RIA's success depends on how well you engineer the components: the tech stack, governance, pay grids, the back-office support, and so much more. How well the team works together. How all the incentives and structures align. When those "mechanics" are dialed in, you get a business that eats up the track. When the components are poorly selected and the alignment is off? You get an accident waiting to happen.
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Aaron Klein reacted on thisAaron Klein reacted on thisTurns out purple looks pretty good on me 💜 Wrapping up my first week at Nitrogen & one thing that’s stood out right away is how much everything starts with why. For me, that’s always been about building meaningful relationships & helping people feel confident in their decisions. People don’t make decisions based on spreadsheets, they make them based on how they feel. A few early takeaways: •The conversations here are different. Everything starts with understanding the client, not just the portfolio •Advisors aren’t just managing money, they’re managing emotions, expectations & long-term goals •When you can clearly align risk with what clients actually want, everything changes That’s what makes this space so exciting to me. Helping advisors bridge the gap between logic & emotion so they can have better conversations, build real trust & ultimately help their clients make better decisions. Grateful to be part of a team that’s so focused on making a real impact in the advisor space. Excited for what’s ahead!
Experience & Education
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Contio
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Volunteer Experience
Honors & Awards
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2023 Wealth Management Industry Awards CEO of the Year
WealthManagement.com
Honored by my industry peers with the CEO of the Year award for technology companies serving wealth management firms.
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40 Under 40 Wealth Management Executives
Investment News
Recognized by Investment News as one of the top 40 executives in the wealth management industry under the age of 40.
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40 Under 40 in the Sacramento Region
Sacramento Business Journal
Recognized by the Sacramento Business Journal as one of the Sacramento region's top 40 leaders and executives under the age of 40.
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