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RIA in a Box

Company Name

RIA in a Box

Main Industry

Accounting Services, Business Services

Website

www.riainabox.com

Contact Information

New York, New York Office

108 W 39th St Ste 604, New York, New York, 10018, United States

(866) 611-7638

Northbrook, Illinois Office

1200 Shermer Rd Ste 475, Northbrook, Illinois, 60062, United States

New York, New York Office

125 Maiden Ln Ste 15C, New York, New York, 10038, United States

(866) 611-7638

RIA in a Box Profile and History

RIA in a Box is a services and technology company for registered investment adviser (RIA) firms based out of New York, NY. RIA in a Box enables entrepreneurs to create their own registered investment advisory firms and receive the ongoing support they need to remain in constant regulatory compliance.

Ria in a Box

Ria in a Box LLC

Ria in a Box: LLC

Ria

Revenue

$18.7 M

Employees

100

Founded

2005

RIA in a Box Executive Team & Key Decision Makers

Name & TitleContact Info
Gj King
Gj King

President & Founder

❅❅❅❅@riainabox.com

(401) ❅❅❅-❅❅❅❅

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Christopher DiTata
Christopher DiTata

Vice President & General Counsel

❅❅❅❅@riainabox.com

(212) ❅❅❅-❅❅❅❅

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Jennifer Fair
Jennifer Fair

Vice President, Client Services

❅❅❅❅@riainabox.com

(440) ❅❅❅-❅❅❅❅

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Sam Corrigan
Sam Corrigan

Vice President, Strategic Partnerships

❅❅❅❅@riainabox.com

(917) ❅❅❅-❅❅❅❅

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Jason Vinsonhaler
Jason Vinsonhaler

Director, Compliance

❅❅❅❅@riainabox.com

(785) ❅❅❅-❅❅❅❅

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Anissa Chambers
Anissa Chambers

Assistant Director of Registration

❅❅❅❅@riainabox.com

(646) ❅❅❅-❅❅❅❅

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Michael Lubansky
Michael Lubansky

Director, Product

(212) ❅❅❅-❅❅❅❅

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Colleen Keefe
Colleen Keefe

Director, Compliance

❅❅❅❅@riainabox.com

(859) ❅❅❅-❅❅❅❅

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Marie Perge
Marie Perge

Director, Human Resources

❅❅❅❅@riainabox.com

(614) ❅❅❅-❅❅❅❅

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Lydia Gabbard
Lydia Gabbard

Director, Compliance, Private Fund Platform

❅❅❅❅@riainabox.com

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Grace Libava
Grace Libava

Client Outreach Head

❅❅❅❅@riainabox.com

(216) ❅❅❅-❅❅❅❅

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Michelle Akhtar
Michelle Akhtar

Director, Marketing

❅❅❅❅@riainabox.com

(240) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Michael Botsick
Michael Botsick

Sales Development Representative

❅❅❅❅@riainabox.com

(216) ❅❅❅-❅❅❅❅

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Jeff Salim
Jeff Salim

Account Executive

❅❅❅❅@riainabox.com

(440) ❅❅❅-❅❅❅❅

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Michelle Akhtar
Michelle Akhtar

Director, Marketing

❅❅❅❅@riainabox.com

(240) ❅❅❅-❅❅❅❅

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Josiah Basinger
Josiah Basinger

Sales Operations Coordinator

❅❅❅❅@riainabox.com

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Jillanne Mackey
Jillanne Mackey

Marketing Associate

❅❅❅❅@riainabox.com

(440) ❅❅❅-❅❅❅❅

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Kate Schaefer
Kate Schaefer

Regional Sales Executive

❅❅❅❅@riainabox.com

(216) ❅❅❅-❅❅❅❅

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Maureen Redmond
Maureen Redmond

Account Executive

❅❅❅❅@riainabox.com

(216) ❅❅❅-❅❅❅❅

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Sam Corrigan
Sam Corrigan

Vice President, Strategic Partnerships

❅❅❅❅@riainabox.com

(917) ❅❅❅-❅❅❅❅

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Steven Swansig
Steven Swansig

Director, Sales & Business Development

❅❅❅❅@riainabox.com

(212) ❅❅❅-❅❅❅❅

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Tyler Kempton
Tyler Kempton

Account Executive

(512) ❅❅❅-❅❅❅❅

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Chad Baxter
Chad Baxter

Sales Development Manager

❅❅❅❅@riainabox.com

(443) ❅❅❅-❅❅❅❅

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Shane Transue
Shane Transue

Sales Development Representative

❅❅❅❅@riainabox.com

(216) ❅❅❅-❅❅❅❅

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Kate-Lynn Clancy
Kate-Lynn Clancy

Onboarding Specialist

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Ben South
Ben South

Head of Account Management

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Top RIA in a Box Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by RIA in a Box.

Other Communication and Collaboration Software

(4 Technologies)

Web Analytics

(3 Technologies)

Content Delivery Networks

(3 Technologies)

Frameworks and Libraries

(3 Technologies)

Programming Languages

(3 Technologies)

RIA in a Box Email Formats

ParameterSample EmailPercentage

RIA in a Box Top Competitors

CompanyEmployeesRevenueTop technologies
Wealth Advisory Services Inc

Wealth Advisory Services Inc

216$41 M
Integrated Compliance Solutions LLC

Integrated Compliance Solutions LLC

45$10.8 M
Vigilant Compliance LLC

Vigilant Compliance LLC

27$6.9 M
Prosperity Capital Advisors LLC

Prosperity Capital Advisors LLC

53$12.5 M
NCA Compliance Inc

NCA Compliance Inc

25$5.2 M

What is RIA in a Box revenue?

RIA in a Box revenue is $18.7 M

How many employees does RIA in a Box have?

RIA in a Box has 100 employees

What are RIA in a Box’s primary industries?

RIA in a Box’s main industries are: Accounting Services, Business Services, Credit Cards & Transaction ProcessingFinance...See More

Who is RIA in a Box’s CEO?

RIA in a Box’s CEO is Will Bressman

What are some additional names or alternative spellings that users use while searching for RIA in a Box?

RIA in a Box appears in search results as Ria in a Box, Ria in a Box LLC, Ria in a Box: LLCRia...See More