Nitrogen
HQ Address
470 Nevada Street, Auburn, CA 95603, United States
Website Address
Business introduction
Nitrogen is the world’s first growth platform for wealth management firms
Our powerful suite of tools enables you to confidently navigate the journey from prospect to meeting, and from meeting to loyal client, while staying true to your fiduciary duty. Experience unparalleled growth potential and maximize your firm’s success with Nitrogen
We’re on a mission to empower the world to invest fearlessly
We believe there’s a missing element in the wealth management tech stack. Every firm has an asset platform to manage their assets, a marketing process to bring clients in the door, and a CRM to ensure every client and prospect is accounted for.
But there’s been a gap that firms have tried to fill with other tools. And those can all be great things — but what firms really need is a consistent way to bring clients aboard and keep them aligned, engaged, and retained.
That is where the Growth Platform comes in. It’s a set of tools that wealth management firms use to turn fiduciary advisors into growth engines without twisting them into full-time salespeople.
The Nitrogen Growth Platform helps take leads and turns them into prospects. Turns those prospects into meetings. Turns those meetings into clients. And those clients into referral champions.
Nitrogen Solutions
Client Acquisition
The average wealth management firm isn’t growing as it should. In fact, the standard market-adjusted growth rate is 3%, and only 20% of financial advisory firms are high-performing in terms of growth and profitability. That’s why Nitrogen has built the world’s first Growth Platform, a bridge between your marketing and......
business needs
view solutionClient Engagement
Crafting a tailored, high-quality, client experience is an integral part of your firm’s growth. With Nitrogen, your team can develop a deep understanding of each client’s unique needs, and establish client engagement processes that multiply across your entire team of advisors to reach every client, every time. Adopt a repeatable process......
business needs
view solutionCompliance
As your firm is growing, you need to set systems in place to ensure that everything is in compliance. That’s where Nitrogen Compliance comes in. Whether you’re a Chief Compliance Officer at a firm with thousands of advisors, or compliance is one of your many hats at your RIA, wealth......
business needs
view solutionModel Marketplace
Partners include: Allianz Aptus Capital Advisors Blackrock Capital Group Donoghue Forelines Dorsey Wright Eventide Fidelity Investments First Trust Franklin Templeton Inspire Invesco Likefolio Opto PIMCO Redwood Investment Management Charles Schwab Investment Management Swan Global Investments Vident Financial WisdomTree Best of all - If you’ve got Nitrogen, you’ve got the Nitrogen Partner Store....
business needs
view solutionNitrogen APIs
Leverage Nitrogen’s API Leveraging Nitrogen’s core API means less time messing with data and more time focusing on business growth and client engagement. With six separate APIs (and more to come) we’ve made it quick and easy to connect your tools with our best-in-class technology. Available APIs include: Nitrogen Risk Number® GPA® Nitrogen Risk Tolerance Questionnaire Nitrogen......
business needs
view solutionNitrogen Growth Platform
Grow faster - Most firms aren’t growing They have an asset platform, a CRM, and a planning tool, but something is missing. Something that gets the growth flywheel spinning. Turning a website into a lead gen machine. Turning those prospects into ACAT form moments. And turning those assets into committed clients.......
business needs
view solutionRisk Alignment
The Risk Number turns your website into a client acquisition machine Something incredible happens when you use the Risk Number to prove that you can correct a misaligned portfolio. Apply powerful risk analytics to quickly assess the Risk Number of a prospect’s outside holdings and watch ACAT forms get signed faster......
business needs
view solutionTrading
This assistant works 24/7 and doesn’t take vacations Nitrogen Trading is on the job 365 days a year, scanning every client account in your book of business to make sure things are staying on track. Risk Number Drift? You’ll know when it matters. Time for a cash distribution? It’s right on the dashboard. Tax loss harvesting......
