M&A Deal Summary |
|
|---|---|
| Date | 2021-05-05 |
| Target | ITEGRIA |
| Sector | Internet Software and Services |
| Buyer(s) | RIA In A Box |
| Deal Type | Add-on Acquisition |
| Advisor(s) | IT ExchangeNet (Financial) |
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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.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Internet Software and Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 2 of 2 |
| State: Illinois M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2021 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-10-15 |
Gordian Compliance Solutions
San Francisco, California, United States Gordian Compliance Solutions LLC focuses on offering practical compliance and risk management solutions to firms of all sizes. Gordian Compliance Solutions LLC consulting practice is based upon decades of hands-on experience and insight as compliance and audit professionals. Gordian Compliance Solutions LLC strives to provide innovative, experienced and collaborative consulting that enhances compliance programs and creates a competitive advantage for a firm. |
Buy | - |
