


Fiduciary In A Box Revenue
Technology, Information and Internet • Red Bank, New Jersey, United States • 1-10 Employees
Fiduciary In A Box revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Technology, Information and Internet industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Key Contact at Fiduciary In A Box
Jed Cohen
Co-Founder & COO: Product Development, Thought Leadership, GTM Strategy, Fiduciary Oversight
Company overview
| Headquarters | Red Bank, New Jersey, United States |
| Website | |
| Keywords | Compliance, Health Benefits, Retirement Benefits, Fiduciary Governance |
| Founded | 2023 |
| Employees | 1-10 |
| Socials |
Fiduciary In A Box Email Formats
Fiduciary In A Box uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@fiduciaryinabox.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@fiduciaryinabox.com | 100% |
About Fiduciary In A Box
We Take the PAIN Out of COMPLIANCE If your company offers health or retirement benefits, you’ve got fiduciary responsibilities—whether you realize it or not. Regulations are confusing, the risks are real, and no one has time to sort through the fine print. That’s where Fiduciary In A Box comes in. Think of us as TurboTax for employee benefits compliance—a guided platform that helps you get organized, stay compliant, and protect your business from unnecessary risk. ✅ Step-by-step guidance to build and document a fiduciary process ✅ Smart prompts that flag missing information and suggest best practices ✅ Secure storage for policies, decisions, and proof of compliance For employers: FIAB simplifies compliance so you can focus on running your business. For advisors: FIAB helps you bring added value to your clients—and keeps them out of trouble. Don’t wait for an audit to realize you’ve got gaps. Get your ducks in a row today. Learn more at www.fiduciaryinabox.com
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Fiduciary In A Box has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Fiduciary In A Box has never raised funding before.
Fiduciary In A Box Tech Stack
Discover the technologies and tools that power Fiduciary In A Box's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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40,000 users



