42
Growth Score
pts
Heat Score
5 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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341691
RIA in a Box provides compliance, cybersecurity, and operational software for wealth managers and investment organizations.
Michael Jones: Chief Operations Officer- Dan Savage: Chief Financial Officer
About the Company
RIA in a Box is a software as a service (“SaaS”) provider of compliance solutions to the registered investment adviser (“RIA”) industry. Approximately 2,000 RIAs of varying size across the US use the platform to increase compliance workflow efficiency. The Company also offers SaaS-based solutions such as CRM, billing and other operational tools.
