RIA Innovations

Business Services · Washington, United States · 11-50 Employees

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Overview

Headquarters

2835 82nd Ave SE Ste 100, Mercer Island,...

Phone Number

(206) 838-3680

Revenue

$6.3 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About RIA Innovations

RIA Innovations assists investment advisors in establishing and managing their own independent practices by providing essential infrastructure and services. The company offers a comprehensive range of services, including compliance, technology support, asset management, and marketing, allowing advisors to focus on client relationships and investment advice. With a team of experienced professionals, RIA Innovations ensures a smooth transition for advisors, whether they are starting fresh or moving from another firm. Their flexible pricing structure is tailored to meet the unique needs of each client, promoting a cost-effective approach to running an advisory practice.Explore more
RIA Innovations's Social MediaPopular SearchesRIA InnovationsRiainnovationsSIC Code 87,874NAICS Code 54,541Show more

RIA Innovations Org Chart

NM
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Chief Executive Officer & Chief Compliance Of...

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Chief Operating Officer

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

RIA Innovations

$6.3M
11-50
Private
-
-
NM
Nelly MubashiCEO & Chief Compliance Officer
$5.6M
1-10
Private
-
2023
BT
Bryan TheallCFP - Co-Founder, Wealth Manager
<$5M
11-50
Private
-
2008
CJ
Clain JaquesPresident & Financial Advisor
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
2014
NA
Nena AcunaSenior Manager, Operations
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

RIA Innovations is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

RIA Innovations is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about RIA Innovations.

RIA Innovations Tech Stack

A closer look at the technologies used by RIA Innovations

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Frequently Asked Questions Regarding RIA Innovations

What is RIA Innovations's official website?
RIA Innovations's official website is www.riainnovations.com
What is RIA Innovations's Revenue?
RIA Innovations's revenue is $6.3 Million
What is RIA Innovations's SIC code?
RIA Innovations's SIC: 87,874
What is RIA Innovations's NAICS code?
RIA Innovations's NAICS: 54,541
How many employees does RIA Innovations have?
RIA Innovations has 11-50 employees
What industry does RIA Innovations belong to?
RIA Innovations is in the industry of: Business Services, Project Management
What is RIA Innovations competition?
RIA Innovations top competitors include: Wealth Advisory Services, Holliger Financial Consultants, Shared Vision Wealth Group, Denver Private Wealth Management
What technology does RIA Innovations use?
Some of the popular technologies that RIA Innovations uses are: Sentry, Barracuda Networks, Google Cloud Web Serving, Google Cloud Platform
How do I contact RIA Innovations?
RIA Innovations contact info: Phone number: (206) 838-3680 Website: www.riainnovations.com
What does RIA Innovations do?

RIA Innovations assists investment advisors in establishing and managing their own independent practices by providing essential infrastructure and services. The company offers a comprehensive range of services, including compliance, technology support, asset management, and marketing, allowing advisors to focus on client relationships and investmen... t advice. With a team of experienced professionals, RIA Innovations ensures a smooth transition for advisors, whether they are starting fresh or moving from another firm. Their flexible pricing structure is tailored to meet the unique needs of each client, promoting a cost-effective approach to running an advisory practice.Read More

What are RIA Innovations social media links?
RIA Innovations Linkedin page RIA Innovations Twitter page
Is RIA Innovations a public company?
RIA Innovations is private company therefore does not currently have an official ticker symbol
See more information about RIA Innovations

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