RIA in a Box Competitors, Revenue, Alternatives and Pricing

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Estimated Revenue & Financials

  • RIA in a Box's estimated annual revenue is currently $22.7M per year.(?)
  • RIA in a Box's estimated revenue per employee is $210,000

Employee Data

  • RIA in a Box has 108 Employees.(?)
  • RIA in a Box grew their employee count by 50% last year.
  • RIA in a Box currently has 1 job openings.

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.