RIA In A Box - M&A Summary, Ownership, and Business Overview

SoftwareCompany

RIA In A Box M&A Summary

RIA In A Box has acquired 2 companies of its own, including 2 in the last 5 years.

RIA In A Box has acquired in 2 different US states. The Company’s most targeted sectors include information technology (50%) and internet software and services (50%).

RIA In A Box Ownership

Who owns RIA In A Box?

RIA In A Box is owned by Compliance Science. It was acquired on December 9, 2021.

Was RIA In A Box formerly PE-backed?

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

RIA In A Box Business Overview

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.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 1 - 1 - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
ITEGRIA LLC 2021-05-05 - Add-on Acquisition
Northbrook, Illinois · www.itegria.com
Gordian Compliance Solutions LLC 2019-10-15 - Add-on Acquisition
San Francisco, California · www.gordiancompliance.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 1 (50%) - - -
Internet Software and Services 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Illinois 1 - - -
  California 1 - - -
Total 2 - - -

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