RIA in a Box

RIA in a Box provides compliance, cybersecurity, and operational software for wealth managers and investment organizations. Put simply, it is about collecting evidence and tracking controls for frameworks like SOC 2 or HIPAA.

The natural audience is companies that sell to larger customers. Related areas on their profile: Compliance, Cyber Security and InsurTech. As a mid-sized product team themselves (51 to 200 people), they tend to serve customers of a similar scale best.

RIA in a Box is based in New York, New York and around since 2005. More on riainabox.com.

Before you commit, look at frameworks covered, auditor network, and integrations. Ask for a trial on your own data, not a canned demo.

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