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RIA in a Box
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.
Popular Searches
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 & Title | Social | Contact Info | |
|---|---|---|---|
 Gj King President & Founder |  |
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Christopher DiTata Vice President & General Counsel | |
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Jennifer Fair Vice President, Client Services | |
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Sam Corrigan Vice President, Strategic Partnerships | |
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Jason Vinsonhaler Director, Compliance | |
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Anissa Chambers Assistant Director of Registration | |
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Michael Lubansky Director, Product | |
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Colleen Keefe Director, Compliance | |
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Marie Perge Director, Human Resources | |
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Lydia Gabbard Director, Compliance, Private Fund Platform | |
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Grace Libava Client Outreach Head | |
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Michelle Akhtar Director, Marketing | |
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Recently Updated Team Members
| Name & Title | Social | Contact Info | |
|---|---|---|---|
Michael Botsick Sales Development Representative |
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Jeff Salim Account Executive | |
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Michelle Akhtar Director, Marketing | |
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Josiah Basinger Sales Operations Coordinator | |
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Jillanne Mackey Marketing Associate | |
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Kate Schaefer Regional Sales Executive |
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Maureen Redmond Account Executive | |
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Sam Corrigan Vice President, Strategic Partnerships | |
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Steven Swansig Director, Sales & Business Development | |
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Tyler Kempton Account Executive | |
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Chad Baxter Sales Development Manager | |
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Shane Transue Sales Development Representative |
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Kate-Lynn Clancy Onboarding Specialist | | Visit Profile | |
Ben South Head of Account Management | | Visit Profile |
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
RIA in a Box Top Competitors
| Company | Employees | Revenue | Top technologies |
|---|---|---|---|
 Wealth Advisory Services Inc | 216 | $41 M | |
 Integrated Compliance Solutions LLC | 45 | $10.8 M | |
 Vigilant Compliance LLC | 27 | $6.9 M | |
 Prosperity Capital Advisors LLC | 53 | $12.5 M | |
 NCA Compliance Inc | 25 | $5.2 M |
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