Working at RIA in a Box

Q: When was RIA in a Box founded?

RIA in a Box was founded in 2005.

Q: How much money does RIA in a Box make?

RIA in a Box generates $1.7M in revenue.

Q: What industry is RIA in a Box in?

RIA in a Box is in the software industry.

Q: What is RIA in a Box's mission?

RIA in a Box's mission statement is "To enable fellow entrepreneurs to establish their own RIA firms and remain in constant compliance with regulatory guidelines."

Q: What type of company is RIA in a Box?

RIA in a Box is a private company.

Q: Who are RIA in a Box's competitors?

RIA in a Box competitors include Colonial Consulting.

Q: Who works at RIA in a Box?

Will Bressman (Chief Executive Officer)

Zippia score 3.7

RIA in a Box overview

Industry

Software

Revenue

$1.7M

Headquarters

Employees

Founded in

Website

Organization type

Private

Social media

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.

RIA in a Box is a small technology company based in New York, NY with only 84 employees and an annual revenue of $1.7M.

RIA in a Box's mission statement

To enable fellow entrepreneurs to establish their own RIA firms and remain in constant compliance with regulatory guidelines.

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The team at RIA in a Box

The founders of RIA in a Box are Andrew Fu and Monika Schaeffer.
The key people at RIA in a Box is Will Bressman.

Key people

Will Bressman

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RIA in a Box financial performance

6.7

Performance score

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RIA in a Box FAQs

When was RIA in a Box founded?

How many employees does RIA in a Box have?

How much money does RIA in a Box make?

What industry is RIA in a Box in?

What is RIA in a Box's mission?

What type of company is RIA in a Box?

Who are RIA in a Box's competitors?

Who works at RIA in a Box?

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Updated March 14, 2024

Zippia gives an in-depth look into the details of RIA in a Box, including salaries, political affiliations, employee data, and more, in order to inform job seekers about RIA in a Box. The employee data is based on information from people who have self-reported their past or current employments at RIA in a Box. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by RIA in a Box. The data presented on this page does not represent the view of RIA in a Box and its employees or that of Zippia.

RIA in a Box may also be known as or be related to RIA in a Box, Ria In A Box and Ria In A Box, LLC.