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Fiduciary In A Box

Fiduciary In A Box Revenue

Technology, Information and InternetFlag of USRed Bank, New Jersey, United States1-10 Employees

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Fiduciary In A Box revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Key Contact at Fiduciary In A Box

Flag of US

Jed Cohen

Co-Founder & COO: Product Development, Thought Leadership, GTM Strategy, Fiduciary Oversight

Company overview

HeadquartersRed Bank, New Jersey, United States
Website
Keywords
Compliance, Health Benefits, Retirement Benefits, Fiduciary Governance
Founded2023
Employees1-10
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.

FormatExamplePercentage
{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

C-Suite

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.

reCAPTCHA

reCAPTCHA

Security

SiteGround

SiteGround

Hosting

Gravity Forms

Gravity Forms

Form builders

Smart Slider 3

Smart Slider 3

WordPress plugins

Site Kit

Site Kit

Analytics

jQuery Migrate

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

Calendly

Calendly

Appointment scheduling

WordPress

WordPress

Blogs

Zoho

Zoho

CRM

Frequently asked questions

Fiduciary In A Box is located in Red Bank, New Jersey, US.
Fiduciary In A Box generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
Fiduciary In A Box has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Fiduciary In A Box was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Fiduciary In A Box has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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