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    Ria In A Box

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    Description

    • 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. Since 2005, our mission has been to enable fellow entrepreneurs to create their own registered investment advisory firms and receive the ongoing support they need to successfully operate while maintaining constant regulatory compliance. 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.
    • location

      Headquarters:125 Maiden Lane Suite 15C, New York, New York, United States

      More
    • Ria In A Box phone

      Phone Number: +1 866-611-7638

    • Ria In A Box website

      Website: https://www.riainabox.com

    • Ria In A Box employees

      Employees:75

    • Ria In A Box revenue

      Revenue:$10 - 50M

    • Ria In A Box legal name

      Legal Name:Ria In A Box

    • Ria In A Box's Social Media

      Ria In A Box linkedin Ria In A Box facebook Ria In A Box twitter
    • done Is this data correct?

    • |  NAICS Code: 561499  |

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    Person level website identification

    CEO for Ria In A Box

    Will Bressman

    Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Michael Jones

    Chief Operations Officer

    Dan Savage

    Chief Financial Officer

    Julian Makas

    Chief Information Security Officer

    Jennifer Fair

    Vice President Of Client Service

    Michelle Akhtar

    Vice President Marketing

    Frequently Asked Questions regarding Ria In A Box

    • Where are Ria In A Box's Headquarters?

      Ria In A Box's Headquarters are in 125 Maiden Lane Suite 15C,New York,New York,United States

    • What is Ria In A Box's phone number?

      Ria In A Box's phone number is +1 866-611-7638

    • What is Ria In A Box's official website?

      Ria In A Box's official website is https://www.riainabox.com

    • What is Ria In A Box's Revenue?

      Ria In A Box's revenue is $10 - 50M

    • What is Ria In A Box's NAICS code?

      Ria In A Box's NAICS code is 561499

    • How many employees are working in Ria In A Box

      Ria In A Box has 75 employees

    • What is Ria In A Box's Industry?

      Ria In A Box is in the industry of Financial Services

    • Who is Ria In A Box's CEO?

      Ria In A Box's CEO is Will Bressman

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