RIA in a Box
New York, New York, United States
About RIA in a Box
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.
Company Facts
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 101 – 250
- Estimated revenue: $10K – $50K
- Website: riainabox.com
- Phone: +1 866 611 7638
Industries & Categories
Compliance, Cyber Security, InsurTech, SaaS, Software
Social Profiles
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