#1 Startup Dataset
Growth rates, revenue data, direct competitors and contact details.
Steven Swansig Email
Director Business Development . RIA in a Box
New York, NY
LocationPrimary Email
How to contact Steven Swansig
Join and see Steven's contact info for free!Phone
Current Roles
Employees:
61Revenue:
$7.1MAbout
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.RIA in a Box Address
125 Maiden LaneNew York, NY
United States