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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
Contact execs at RIA in a Box

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RIA in a Box - Company Profile, Full Acquisitions List, Funding and Investments