RIA in a Box
Financial Services
125 Maiden Lane
25 employees
- Employees
- 25
- Contacts
- 4
- Emails
- 4
- Phones
- 3
RIA in a Box Overview
- Headquarters
- 125 Maiden Lane
- Phone Number
- Available in AeroLeads
- Website
- riainabox.com
- Industry
- Financial Services
- Employees
- 25
- Founded
- 2005
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About RIA in a Box
RIA in a Box by COMPLY is the leading provider of compliance, cybersecurity, and operational software to 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. RIA in a Box is part of the COMPLY portfolio of solutions, which addresses institutional and employee compliance for financial services organizations in the SMB, mid, and enterprise markets.
RIA in a Box Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
RIA in a Box Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sarah Price | Account Executive at Ria in a Box, a Comply Company | Greater Cleveland, United States |
Email
Phone
|
| Chad Baxter | Sales Development Manager at Comply | United States |
Email
Phone
|
| Emily Uhle | Compliance Analyst at Ria in a Box | New York, United States |
Email
|
| Thomas Cheung | Web Developer | New York City Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
11 profiles
Director
4 profiles
Executive
1 profile
VP / Head
1 profile
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 1 |
| IT | 3 | 3 | 1 |
| General | 2 | 2 | 0 |
| Sales | 1 | 1 | 1 |
| Legal | 1 | 1 | 0 |
RIA in a Box Tech Stack
Engineering
2 profiles
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