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RIA In A Box Overview

SoftwareCompany

Was RIA In A Box formerly PE-backed?

Yes. RIA In A Box was formerly owned by 1 private investor.

Where is RIA In A Box headquartered?

RIA In A Box is headquartered in New York, New York.

What sector is RIA In A Box in?

RIA In A Box is a software company.

When was RIA In A Box founded?

RIA In A Box was founded in 2005.

RIA In A Box

RIA In A Box LLC

125 Maiden Lane, Suite 15C,
New York, New York 10038
United States,
(212) 840-1310
www.riainabox.com

RIA in a Box is a provider of compliance software to the wealth management industry. Approximately 2,000 RIAs of varying sizes across the US use the platform to increase compliance workflow efficiency. RIA In A Box also offers SaaS-based solutions such as CRM, billing, and other operational tools. RIA In A Box was founded in 2005 and is based in New York City.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # 1 1 - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Company Summary

SECTOR

Software

Established

2005


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