52
Growth Score
pts
Heat Score
-24 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
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1045671
RIA Systems offers back office solutions and compliance support for financial advisors, streamlining operations.
- Jeff Hughes: Founder & Principal
- Rod Ehrlich: Founder
About the Company
RIA Systems specializes in providing comprehensive back office solutions tailored for financial advisors. The company focuses on enabling advisors to concentrate on client relationships and business growth by offering support in operations and compliance. RIA Systems offers services that include the creation of Registered Investment Advisors (RIAs)
setups and ongoing back office assistance. This support encompasses a range of operational and compliance needs, ensuring advisors can navigate the regulatory landscape effectively. With a focus on financial services, RIA Systems aims to streamline the administrative and compliance processes for financial advisors, facilitating a more efficient management of their practices.
