Key facts
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for RIA in a Box
- ·The full record, as it builds
Funding rounds
No funding rounds for RIA in a Box are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About RIA in a Box
Developer of compliance software intended for wealth managers and investment organizations. The company's platform assists with initial registered investment adviser registration and offers ongoing support post-formation, compliance officers to oversee complex organizations along with other SaaS-based services such as CRM, billing and other operational tools, enabling clients to maintain constant regulatory compliance.
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Employees
- 110
- Website
- riainabox.com/
- Ownership
- Acquired/Merged
RIA in a Box doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in RIA in a Box shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on RIA in a Box in its N-PORT filings yet. We sweep new filings monthly.