RIA in a Box
Business Services · New York, United States · 51-200 Employees
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Overview
Headquarters
125 Maiden Ln Rm 15C, New York City, New...Phone Number
(866) 611-7638Website
www.riainabox.comRevenue
$18.7 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About RIA in a Box
RIA in a Box is a services and technology company for registered investment adviser (RIA) firms based out of New York, NY. RIA in a Box enables entrepreneurs to create their own registered investment advisory firms and receive the ongoing support they need to remain in constant regulatory compliance.Explore more
RIA in a Box Org Chart
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Company Profile Activity
Activity Insights
RIA in a Box is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
RIA in a Box is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about RIA in a Box.
RIA in a Box Tech Stack
A closer look at the technologies used by RIA in a Box
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Most Recent Scoops
Facilities Relocation / Expansion
RIA in a Box is planning to move offices in October 2024. The move will impact employees at the existing office located at 125 Maiden Ln Rm 15C, New York, NY.
Facilities Relocation/Expansion
New Hire
Executive Move
Marie Perge has joined the organization as Vice President, People.
Executive Moves, New Hire
Open Position
RIA in a Box is currently seeking a Director, Operations, Vdi. (Chicago, IL)
Mergers & Acquisitions (M&A)
Mergers & Acquisitions (M&A)
RIA in a Box News & Media
RIA in a Box Partners with InvestorCOM to Help Advisory Firms Meet the Department of Labor’s PTE 2020-02 Rollover Requirements
CLEVELAND--(BUSINESS WIRE)--RIA in a Box, a leading Software-as-a-Service (SaaS) provider of compliance and operational software to the wealth management industry, has announced a partnership with InvestorCOM, a leading provider of regulatory compliance software for the financial services industry. The new offering will make it easier for firms and advisers to comply with the Securities and Exchange Commission (SEC) and the Department of Labor’s (DOL) PTE 2020-02 rollover requirements, which ar
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RIA in a Box is a services and technology company for registered investment adviser (RIA) firms based out of New York, NY. RIA in a Box enables entrepreneurs to create their own registered investment advisory firms and receive the ongoing support they need to remain in constant regulatory compliance.... Read More
