RIA in a Box
Financial Services • 
Manhattan, New York, United States • 11-20 Employees
Company overview
| Headquarters | 125 Maiden Lane, Suite 15C, New York, NY 10038, US |
| Phone number | +18666117638 |
| Websites | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Ria Compliance, Ria Operations, Ria Registration, Ria Software, Ria Technology, Ria Cybersecurity |
| Founded | 2005 |
| Employees | 11-20 |
| Socials |
Key Contacts at RIA in a Box
Lydia Fisher-Gabbard
Director, Managed Services
Kelly Igoe
Compliance Director
Dev Eloper
Director Of Technology
Kelly Riab
Compliance Director
Mary Goodson
Director Of Services
RIA in a Box Email Formats
RIA in a Box uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@riainabox.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@riainabox.com | 62.5% |
{first initial}{last name} | jdoe@riainabox.com | 25% |
{first initial} | j@riainabox.com | 12.5% |
About RIA in a Box
Comply RIA (formerly RIA in a Box) is the leading of compliance, cybersecurity, and operational software for wealth managers and investment organizations. More than 2,800 registered investment adviser (RIA) firms use the platform to increase compliance workflow efficiency and to automate regulatory requirements. Comply RIA is part of Comply's portfolio of solutions that address institutional and employee compliance for financial services organizations in the SMB, mid, and enterprise markets.
RIA in a Box revenue & valuation
| Annual revenue | $6,389,880 |
| Revenue per employee | $320,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $20,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
RIA in a Box has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
RIA in a Box has never raised funding before.
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Spain
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CanadaFrequently asked questions
4.8
40,000 users
