RIA in a Box Revenue and Competitors

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Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • RIA in a Box's estimated annual revenue is currently $21.7M per year.(i)
  • RIA in a Box's estimated revenue per employee is $143,000

Employee Data

  • RIA in a Box has 152 Employees.(i)
  • RIA in a Box grew their employee count by 39% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$68.7M41666%$58.5MN/A

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

152

Number of Employees

$21.7M

Revenue (est)

39%

Employee Growth %

N/A

Valuation

N/A

Accelerator

RIA in a Box News

2022-04-17 - How financial advisors can take the stress out of annual reviews

... vice president and general counsel of RIA in a Box, the compliance and cybersecurity software company acquired by ComplySci in December.

2022-04-13 - 5 Tips to Supercharge Your Annual Review Process

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...

2019-09-08 - RIA in a Box’s MyRIACompliance Software Integrates With Cloud-Based Docupace

RIA in a Box's MyRIACompliance now integrates with the cloud-based Docupace digital operations platform as part of a deal between the two ...

2019-09-03 - Docupace Now Integrates with RIA in a Box's ...

CLEVELAND, Sept. 5, 2019 /PRNewswire/ -- RIA in a Box today announced that its MyRIACompliance software now integrates with Docupace, ...

2019-09-03 - RIA in a Box Offers Cybersecurity Tips for Advisors

“Your employees can be your greatest cyber defense or your greatest weakness,” Oriana DeRose, senior vice president of sales at RIA in a Box ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$47.4M152-18%$68M
#2
$15M15218%N/A
#3
$38.1M1521%N/A
#4
$15M152-9%N/A
#5
$33.3M15213%$100M