RIA in a Box Revenue and Competitors
Estimated Revenue & Valuation
- RIA in a Box's estimated annual revenue is currently $7.1M per year.
- RIA in a Box's estimated revenue per employee is $117,000
Employee Data
- RIA in a Box has 61 Employees.
- RIA in a Box grew their employee count by -50% last year.
RIA in a Box's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Head Inside Sales | Reveal Email/Phone |
2 | VP Sales | Reveal Email/Phone |
3 | VP - Regulatory Affairs | Reveal Email/Phone |
4 | Director Compliance | Reveal Email/Phone |
5 | Director Technology | Reveal Email/Phone |
6 | Director Business Development | Reveal Email/Phone |
7 | Director Compliance | Reveal Email/Phone |
8 | Director Registration | Reveal Email/Phone |
9 | Director Compliance, Private Fund Platform | Reveal Email/Phone |
10 | Director Compliance | Reveal Email/Phone |
RIA in a Box Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $147.6M | 794 | 27% | $290M | N/A |
What Is RIA in a Box?
RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice. Since 2005, we have enabled fellow entrepreneurs to create their own registered investment advisory (RIA) firms and receive the ongoing support they need to successfully operate while maintaining constant regulatory compliance. Our MyRIARegistration solution guides prospective RIA firms through the entire registration and business planning process. Once a firm is established, our MyRIACompliance investment adviser compliance programs pair our award-winning online software platform with compliance consulting expertise provided by our team of former regulators. In addition, our MyRIAOperations solution supports RIA firms with an integrated technology platform that helps to automate and more efficiently manage client communication, billing, and reporting.
keywords:Finance
N/A
Total Funding
61
Number of Employees
$7.1M
Revenue (est)
-50%
Employee Growth %
N/A
Valuation
N/A
Accelerator
RIA in a Box News
... vice president and general counsel of RIA in a Box, the compliance and cybersecurity software company acquired by ComplySci in December.
In fact, RIAs must be able to demonstrate a variety of compliance ... Christopher DiTata, Esq. is RIA in a Box's Vice President and General...
RIA in a Box's MyRIACompliance now integrates with the cloud-based Docupace digital operations platform as part of a deal between the two ...
CLEVELAND, Sept. 5, 2019 /PRNewswire/ -- RIA in a Box today announced that its MyRIACompliance software now integrates with Docupace, ...
“Your employees can be your greatest cyber defense or your greatest weakness,” Oriana DeRose, senior vice president of sales at RIA in a Box ...
Other Companies in New York
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $15.4M | 61 | -41% | $68M |
#2 | $12.5M | 61 | 11% | N/A |
#3 | $12.1M | 61 | -5% | N/A |
#4 | $7.1M | 61 | -9% | N/A |
#5 | $3.5M | 61 | 15% | N/A |