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RIA in a Box

RIA in a Box Summary

Company Summary

Overview
RIA in a Box is a company that develops registered investment advisor (RIA) compliance, cybersecurity, and opeartions software. It provides registration, communication archiving and review, peer comparison, compliance program management, and other services. The company caters to private fund manager, investment organizations, financial planners, etc.
Type
Subsidiary
Status
Active
Founded
2005
HQ
New York, NY, US | view all locations
Website
https://www.riainabox.com
Cybersecurity rating
Sectors

Key People

  • Christopher DiTata

    Christopher DiTata, Vice President & General Counsel

  • Ann Hauerland

    Ann Hauerland, Vice President, Regulatory Affairs

  • Chad Hartwick

    Chad Hartwick, Director of Compliance

  • Ana Hinchcliffe

    Ana Hinchcliffe, Director of Compliance

Operating MetricsView all

Integration Partners

12

Nov, 2023

Industry Partners

5

Nov, 2023

Solutions

8

Nov, 2023

LocationsView all

3 locations detected

  • New York, NY HQ

    United States

    136 Madison Ave

  • New York, NY

    United States

    125 Maiden Ln #15C

  • Shaker Heights, OH

    United States

    200 Park Ave #305

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