Nitrogen Fearless Investing Summit 2027

October 13-15, 2027 · Palm Springs, CA

The Fearless Investing Summit is Nitrogen's annual conference, drawing over a thousand advisors and investment professionals. Nitrogen — formerly Riskalyze — built its business on quantifying investor risk tolerance, and the summit sits where that origin suggests: the intersection of client psychology, portfolio construction and the technology connecting the two. The 2027 edition moves to Palm Springs and to an October slot.

Who attends

Advisors and firm principals using Nitrogen, growth-focused practices across the RIA and independent broker-dealer channels, and the fintech and asset management partners in the Nitrogen ecosystem.

What's on the agenda

• Risk alignment and client conversations about volatility

• Nitrogen product roadmap and new capabilities

• Advisor marketing and organic growth

• Practice management and team structure

Why risk tooling depends on complete account data

Risk analysis is only as good as the holdings behind it. When a household's assets are split across two custodians, a held-away retirement plan and a handful of alternatives that never made it into the portfolio management system, the risk number an advisor puts in front of a client describes part of their wealth rather than all of it. Closing that gap is a data-completeness problem, not an analytics one.

Milemarker is the data infrastructure layer for wealth management, unifying custodial, held-away and alternative data across 130+ systems.

Talk to us about your firm's data layer