cloudRIA Email Format
Financial ServicesWashington, United States2-10 Employees
cloudRIA operates in the financial services sector as a technology provider that positions its platform as an orientation tool for independent investment advisory practices. The company describes its offering as a technology quarterback that complements existing systems and relationships, enabling advisors to coordinate client interactions and related professionals (such as CPAs and estate attorneys) without replacing them. By supporting a broad set of current web and Windows applications through integrated access, cloudRIA aims to streamline workflows and reduce maintenance burden for advisory teams, with the platform accessible directly via a browser. Based in Seattle, Washington, the firm targets small advisory practices seeking a comprehensive, integrative technology layer that can augment their advisory processes and client-service approach.