Aaron Klein — Founder

Aaron Klein’s professional career has been marked as a builder — of companies, of teams, of organizational culture, and of software beloved by customers. In 2025, he founded Contio, the company on a mission to turn what gets said into what gets done. Unlike the AI notetakers that take notes nobody reads and send us all emails about it, MeetingOS becomes your brilliant meeting strategist, superhuman memory, and hyper-intelligent Chief of Staff that allows the meeting to flow straight into the work. Prior to Contio, Klein was the founding CEO of Riskalyze, which started in his basement in 2011. It rebranded as Nitrogen after Hg Capital became its majority owner in 2021. He led the company through 42 consecutive quarters of growth, scaling to serve tens of thousands of financial advisors, and twice being named one of the world’s 10 most innovative companies in finance by Fast Company Magazine. He passed the baton to his successor in 2023, and continues to serve on the firm’s Board of Directors. Aaron is married to Cacey Klein, and they are parents to an amazing Korean-Ethiopian-American family that consists of Spencer, Emma and Teddy. Together, they cofounded Hope Takes Root, an initiative to use capitalism to change the future for orphans and at-risk kids in Ethiopia. They reside in Eagle, Idaho, and absolutely love it. Aaron also sits on the board of Mountain States Policy Center, a bipartisan think tank advancing free markets in public policy. Previously, he was elected three times to serve as a community college trustee, serving from 2004 to 2016. Investment News has named him one of the industry’s top 40 under 40 executives, and the Wealth Management Industry Awards honored him as CEO of the Year in 2023.

Stackforce AI infers this person is a SaaS entrepreneur with extensive experience in financial technology and strategic leadership.

Location: Boise, Idaho, United States

Experience: 34 yrs 5 mos

Skills

Entrepreneurship
Product Management
Business Development
Leadership
Business Strategy
Marketing
Public Policy
Sales

Career Highlights

Founded Contio to revolutionize meeting productivity.
Led Riskalyze to 42 consecutive quarters of growth.
Recognized as CEO of the Year in 2023.

Work Experience

Contio

Founder (1 yr 3 mos)

Fynancial

Strategic Advisor (2 yrs 2 mos)

Snappy Kraken

Board Member (4 yrs 9 mos)

Nitrogen

Co-Founder and Board Member (15 yrs 1 mo)

Founding CEO (12 yrs 9 mos)

optionsXpress Holdings (NASD: OXPS)

Director of Product Development (3 yrs 11 mos)

BizFlex

Founder (2 yrs)

Sierra College

Board Member (12 yrs)

Visteva

Partner (4 yrs 1 mo)

Master's

Shipping, Sales, eventually VP Marketing and Operations (11 yrs 7 mos)

Aaron Klein

Founder

Boise, Idaho, United States34 yrs 5 mos experience

Highly Stable

Key Highlights

Founded Contio to revolutionize meeting productivity.
Led Riskalyze to 42 consecutive quarters of growth.
Recognized as CEO of the Year in 2023.

Stackforce AI infers this person is a SaaS entrepreneur with extensive experience in financial technology and strategic leadership.

Contact

Skills

Core Skills

EntrepreneurshipProduct ManagementBusiness DevelopmentLeadershipBusiness StrategyMarketingPublic PolicySales

Other Skills

EntrepreneurStrategic PlanningProduct DevelopmentTeam BuildingCoachingMarketing StrategyBudgetingPublic RelationsTeam LeadershipWeb DevelopmentSales ManagementMergersCustomer DevelopmentOnline MarketingPublic Speaking

About

Experience

34 yrs 5 mos

Total Experience

7 yrs 3 mos

Average Tenure

1 yr 3 mos

Current Experience

Contio

Founder

Jan 2025 – Present · 1 yr 3 mos · Boise, Idaho, United States · On-site

Meetings were always supposed to create momentum: decisions, and action.
AI notetakers have just made it worse — seven robots join the call, do nothing to improve the meeting, and just record the misery and send us emails about it.
MeetingOS becomes your brilliant meeting strategist, superhuman memory, and hyper-intelligent Chief of Staff — turning meetings into momentum.

EntrepreneurStrategic PlanningProduct DevelopmentLeadershipEntrepreneurshipProduct Management

Fynancial

Strategic Advisor

Feb 2024 – Present · 2 yrs 2 mos

Helping to advise a great entrepreneur, Tom Fields, on how to bring his vision for the social financial platform to life. Providing CEO coaching and helping the company develop its strategic plan.

Strategic PlanningCoachingLeadershipBusiness Strategy

Snappy kraken

Board Member

Oct 2019 – Jul 2024 · 4 yrs 9 mos

Helped shape the strategy to execute Robert Sofia's vision for this innovative provider of marketing automation software and services for financial advisors.

Strategic PlanningMarketing StrategyBusiness StrategyMarketing

Nitrogen

2 roles

Co-Founder and Board Member

Mar 2011 – Present · 15 yrs 1 mo

After leading the company to 42 straight quarters of growth, I passed the CEO baton to my successor Dan Zitting in December 2023. I continue to serve as Co-Founder and a member of the Board of Directors.

LeadershipBusiness StrategyTeam BuildingEntrepreneurshipBusiness Development

Founding CEO

Mar 2011 – Dec 2023 · 12 yrs 9 mos

I had the great honor of serving as the Founding CEO of Riskalyze for 4,661 days. From the first day in our basement, to its rebranding as Nitrogen, we empowered millions of people to invest fearlessly, served tens of thousands of financial advisors, and were acquired by Hg in 2021.

LeadershipBusiness StrategyTeam BuildingEntrepreneurshipBusiness Development

Optionsxpress holdings (nasd: oxps)

Director of Product Development

Mar 2007 – Feb 2011 · 3 yrs 11 mos

Led a team that developed tools and education for options traders. Saw firsthand how poorly average investors thought about risk.

Product DevelopmentTeam LeadershipProduct ManagementLeadership

Bizflex

Founder

Feb 2005 – Feb 2007 · 2 yrs

Tried to build business operations software in the cloud. Was a few years too early, but made a lot of other mistakes along the way. Learned a lot about the virtues of focus, and not scaling the team until you fully figure out a scalable revenue model.

EntrepreneurshipBusiness DevelopmentProduct Management

Sierra college

Board Member

Dec 2004 – Dec 2016 · 12 yrs

Architected the college's balanced budget and prudent reserves policy. Served as Board President for two years, spanning the search and selection of a new college president. Re-elected in 2008 and 2012. Endorsed Bob Sinclair as my successor, and passed the baton to him in December 2016.

BudgetingPublic RelationsLeadershipPublic Policy

Visteva

Partner

Dec 2000 – Jan 2005 · 4 yrs 1 mo

Built a web consulting firm serving political candidates and political parties, along with an innovative payments business empowering them to raise money online before PayPal, Stripe and Square made it simple. Sold it to a competitor in 2005 to work on BizFlex.

Web DevelopmentBusiness DevelopmentEntrepreneurshipProduct Management

Master's

Shipping, Sales, eventually VP Marketing and Operations

May 1991 – Dec 2002 · 11 yrs 7 mos

Worked for my dad. He knew nothing about child labor or minimum wage laws. Started in the stockroom packing boxes. When my voice got a little deeper, I started taking orders. Eventually ran marketing and ops, and negotiated the sale of the company to a larger competitor in 2002.

Sales ManagementMarketingSales