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RIA in a Box
ClosedOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring). New York, United States Founded 2005 101-250 employees For Profit
RIA in a Box provides compliance, cybersecurity, and operational software for wealth managers and investment organizations.
RIA in a Box was acquired by ComplySci in 2021.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
2
Monthly Visits
Available in Pro Contacts
83
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 15
- Mobile apps
- 1
- Active products
- 64
- IT spend
- $1.43M
Company Info
- Founded
- 2005
- Employees
- 101-250
- Operating status
- Closed
- Company type
- For Profit
- Org types
- company
- Founders
- 1
- Sub-organizations
- 1
- News articles
- 6
- HQ
- New York, United States
- Region
- Greater New York Area, East Coast, Northeastern US
- Exit date
- Dec 9, 2021
Signals & Scores
- Heat score
- Low
- Trend (7d)
- -0.1
- Trend (30d)
- -0.1
- Trend (90d)
- 4
Acquisitions by RIA in a Box
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Key People at RIA in a Box
Chief Operations Officer
Chief Financial Officer
Chief Information Security Officer
83
professional contacts at RIA in a Box
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