Startups
RIA in a Box® is a fast-growing, entrepreneurial financial services firm that is a leading provider of registration, compliance, and operations support services to registered investment adviser (RIA) firms throughout the United States. 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.
Overview
Location
United States, New York
Employees
51-200
Phone
+1 866-611-7638
Founded date
2005
Investors 1
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Mentions in press and media 2
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| May 27, 2018 | Aquiline Capital Partners Acquires RIA in a Box | Aquiline Capital Partners LLC, a New York-based private equity firm investing in financial services and technology, acquired RIA in a Box LLC, a software as a service provider of compliance solutions to the registered investment adviser (RI... |
Reviews 0
FAQ about RIA in a Box
When was RIA in a Box founded?
RIA in a Box was founded in 2005.
What has the press written about RIA in a Box?
Parsers VC has collected 2 articles mentioning RIA in a Box, among them “Aquiline Capital Partners Acquires RIA in a Box” (May 27, 2018).
Is RIA in a Box still active?
Yes, RIA in a Box is active; its latest activity on Parsers VC dates from Jan 22, 2023.