RIA IN A BOX

ria-in-a-box-logo

RIA in a Box is a software as a service (“SaaS”) provider of compliance solutions to the registered investment adviser (“RIA”) industry. Approximately 2,000 RIAs of varying size across the US use the platform to increase compliance workflow efficiency. The Company also offers SaaS-based solutions such as CRM, billing and other operational tools.

#SimilarOrganizations #People #Financial #Website #More

RIA IN A BOX

Social Links:

Industry:
Financial Services SaaS Software

Founded:
2005-01-01

Address:
New York, New York, United States

Country:
United States

Website Url:
http://www.riainabox.com

Total Employee:
51+

Status:
Active

Contact:
(866) 611-7638

Email Addresses:
[email protected]

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Content Delivery Network Google Universal Analytics Domain Not Resolving Microsoft Exchange Online


Similar Organizations

aix-logo

AIX

AIX is a digital platform that provides alternative investments, financial technology and user experience services to advisors and dealers.

amilia-logo

Amilia

Amilia is an online registration and client membership management solution designed primarily for small and midsize businesses.

cm-trading-logo

CM TRADING

CM Trading is one of the world's most innovative Forex brokers, offering advanced trading solutions, state of the art trading platforms.

Current Employees Featured

not_available_image

Michael Jones
Michael Jones Chief Operations Officer @ RIA in a Box
Chief Operations Officer
2005-06-01

dan-savage_image

Dan Savage
Dan Savage Chief Financial Officer @ RIA in a Box
Chief Financial Officer
2021-01-01

julian-makas_image

Julian Makas
Julian Makas Chief Information Security Officer @ RIA in a Box
Chief Information Security Officer
2022-02-01

will-bressman_image

Will Bressman
Will Bressman CEO and President @ RIA in a Box
CEO and President
2011-12-01

Founder


not_available_image

Zachary Gronich

Acquisitions List

Date Company Article Price
2021-05-05 Itegria Itegria acquired by RIA in a Box N/A
2019-10-15 Gordian Compliance Solutions Gordian Compliance Solutions acquired by RIA in a Box N/A

Official Site Inspections

http://www.riainabox.com Semrush global rank: 1.48 M Semrush visits lastest month: 18.31 K

  • Host name: redirect-2.sentree.io
  • IP address: 152.44.44.41
  • Location: United States
  • Latitude: 41.8483
  • Longitude: -87.6517
  • Timezone: America/Chicago

Loading ...

More informations about "RIA in a Box"

RIA in a Box - Crunchbase Company Profile & Funding

RIA in a Box is a software as a service (“SaaS”) provider of compliance solutions to the registered investment adviser (“RIA”) industry. Approximately 2,000 …See details»

RIA in a Box | Compliance Program Management …

Code of Ethics, Conflicts of Interest, and Personal Trading Monitor and mitigate potential Code of Ethics, Conflict of Interest, or Personal Trading violations with a data-backed solution supported by 300+ direct broker feeds.See details»

ComplySci and RIA in a Box Join Forces | COMPLY

Dec 9, 2021 · The combined organization boasts over 300 employees dedicated to innovating …See details»

RIA in a Box is now COMPLY | LinkedIn

RIA in a Box by COMPLY is the leading provider of compliance, cybersecurity, and operational …See details»

ComplySci And RIA In A Box Join Forces To Launch The Future Of ...

Dec 9, 2021 · Over 2,600 RIA firms use the platform to increase compliance workflow …See details»

MyRIACompliance - RIA in a Box, LLC

[email protected] (866) 611-7638. NEW YORK. 125 Maiden Lane. Suite 15C. New York, NY …See details»

RIA in a Box CEO and Key Executive Team | Craft.co

RIA in a Box's key executives include Christopher DiTata and 6 others. Need Data? Craft can …See details»

RIA in a Box, MyRIACompiance Integration Overview

To set up the integration with MyRIACompliance, login to https://www.riainabox.com/. This …See details»

RIA Compliance Software Company Expands in Northeast Ohio

Jul 29, 2019 · Over 1,700 RIAs of varying size use the platform to increase compliance …See details»

Betterment for Advisors, RIA in a Box, RightCapital, and Wealthbox …

The RIA Tech Suite brings together complementary technology platforms to help automate …See details»

RIA in a Box Announces New Tool to Streamline the Annual …

Sep 17, 2019 · The Annual Review Tool is now available to RIA in a Box MyRIACompliance …See details»

Compliance Management Platform for Financial Services Firms

COMPLY delivers award-winning software backed by best-in-class services, consulting, …See details»

RIA in a Box Launches Virtual Advisor Desktop and Enhanced ...

Sep 15, 2021 · Over 2,200 RIA firms use the platform to increase compliance workflow …See details»

RIA in a Box Launches Compliance Software for Private Funds

Sep 23, 2020 · RIA in a Box is the leading provider of compliance software to wealth managers …See details»

A Firm Known for Compliance Tech Expands Into Cybersecurity

May 15, 2019 · As a complement to its compliance technology, RIA in a Box announced a …See details»

RIA and Broker-Dealer Registration - COMPLY

Information and document organization on a firm’s behalf and with their collaboration, including …See details»

RIA in a Box Announces New Automated RIA Communications …

Jun 3, 2021 · Over 2,000 RIA firms use the platform to increase compliance workflow efficiency …See details»

Compliance Support for Investment Advisors - Interactive Brokers

Information, tools, and preferred providers to help RIAs with their compliance obligations. …See details»

Betterment for Advisors, RIA in a Box, RightCapital, and Wealthbox …

Jun 22, 2021 · RIA in a Box® is a leading Software-as-a-Service (SaaS) provider of …See details»

Compliance Help - RIA in a Box vs. Smart RIA : r/CFP - Reddit

RIA in box is way more involved and hands on. Smart RIA is more 'do it yourself'. I get Smart …See details»

linkstock.net © 2022. All rights reserved