RIA IN A BOX

ria-in-a-box-logo

RIA in a Box is a software as a service (“SaaS”) provider of compliance solutions to the registered investment adviser (“RIA”) industry. Approximately 2,000 RIAs of varying size across the US use the platform to increase compliance workflow efficiency. The Company also offers SaaS-based solutions such as CRM, billing and other operational tools.

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RIA IN A BOX

Social Links:

Industry:
Financial Services SaaS Software

Founded:
2005-01-01

Address:
New York, New York, United States

Country:
United States

Website Url:
http://www.riainabox.com

Total Employee:
51+

Status:
Active

Contact:
(866) 611-7638

Email Addresses:
[email protected]

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Content Delivery Network Google Universal Analytics Domain Not Resolving Microsoft Exchange Online


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Current Employees Featured

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Michael Jones
Michael Jones Chief Operations Officer @ RIA in a Box
Chief Operations Officer
2005-06-01

dan-savage_image

Dan Savage
Dan Savage Chief Financial Officer @ RIA in a Box
Chief Financial Officer
2021-01-01

julian-makas_image

Julian Makas
Julian Makas Chief Information Security Officer @ RIA in a Box
Chief Information Security Officer
2022-02-01

will-bressman_image

Will Bressman
Will Bressman CEO and President @ RIA in a Box
CEO and President
2011-12-01

Founder


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Zachary Gronich

Acquisitions List

Date Company Article Price
2021-05-05 Itegria Itegria acquired by RIA in a Box N/A
2019-10-15 Gordian Compliance Solutions Gordian Compliance Solutions acquired by RIA in a Box N/A

Official Site Inspections

http://www.riainabox.com Semrush global rank: 1.48 M Semrush visits lastest month: 18.31 K

  • Host name: ec2-3-231-239-245.compute-1.amazonaws.com
  • IP address: 3.231.239.245
  • Location: Ashburn United States
  • Latitude: 39.0481
  • Longitude: -77.4728
  • Metro Code: 511
  • Timezone: America/New_York
  • Postal: 20149

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