Ria In A Box Acquired

Currently around 1 700 registered investment advisers rias use the ria in a box platform to meet regulatory requirements.

Ria in a box acquired.

Since 2005 we take pride in partnering with our clients to establish and support the highest quality registered investment adviser ria firms in the country. Approximately 2 000 rias of varying sizes across the u s. Ria in a box provides the leading compliance solution for investment advisers. Ria in a box acquired by private equity firm aquiline capital when an audit occurs the tool helps compliance teams streamline the information gathering and makes sure there are no gaps.

Use the platform to increase compliance work flow efficiency. Our staff of industry professionals and ex regulators guides you through the entire registration and business planning process and creates customized documents in a timely and cost efficient manner. We put the client first by delivering innovative software and expert advice. Over 3 500 advisers have trusted ria in a box as their registration compliance consultants.

Last year ria in a box was acquired by new york based private equity firm aquiline capital partners for an undisclosed sum. Ria in a box was launched in 2005 to offer compliance software for wealth managers. Aquiline capital partners llc has acquired ria in a box llc a software as a service provider of compliance solutions for the registered investment adviser sector. Ria in a box acquired gordian in october of 2019.