RIA in a Box

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 Insurance
Monetary 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 Contact
Sarah Price Account Executive at Ria in a Box, a Comply Company
Email Phone
Chad Baxter Sales Development Manager at Comply
Email Phone
Emily Uhle Compliance Analyst at Ria in a Box
Email
Thomas Cheung Web Developer
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 Email 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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