What is RIA in a Box's NAICS code?

RIA in a Box's NAICS code is 52 (Finance and Insurance).

Insights

Compliance Platform Large base of 2,800+ registered investment adviser firms using Comply RIA for regulatory workflow efficiency and automated regulatory requirements, signaling a broad sales opportunity across SMB to enterprise RIAs seeking governance, risk, and compliance automation.

AI and Automation Recent launches of MCP Server agentic compliance platform and ComplyAI indicate a strategic push into AI-assisted compliance and custom agent workflows, offering cross-sell potential to firms aiming to scale operations and reduce manual compliance effort.

Mobile and Archiving Native Mobile Capture for iMessage and WhatsApp and communications archiving capabilities open up upsell paths for firms needing secure, compliant communications retention across mobile channels and regulated recordkeeping.

Strategic Growth Leadership expansions in regulatory services and new senior hires suggest a strengthened advisory cornerstone, enabling a value proposition around enhanced regulatory support, private funds, and enterprise client engagements.

Global Expansion Office expansion in Kochi, India signals scale-ready product and support capabilities; opportunities exist to position cost-efficient delivery, nearshore support, and localized services for multinational wealth managers and emerging markets.

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RIA in a Box Tech Stack

RIA in a Box uses 8 technology products and services including LinkedIn Ads, Pendo, iCIMS, and more. Explore RIA in a Box's tech stack below.

LinkedIn Ads
Advertising
Pendo
Analytics
iCIMS
Applicant Tracking Systems
Prometheus
Data Management
Mimecast
Email Security
Google Cloud
Infrastructure As A Service
monday.com
Lead Generation
Cursor Code Editor
Software Development

Media & News

RIA in a Box's Email Address Formats

RIA in a Box uses at least 7 email formats:

RIA in a Box Email Formats	Example	Percentage
FLast@riainabox.com	JDoe@riainabox.com	93%
Last@riainabox.com	Doe@riainabox.com	3%
Last_First@riainabox.com	Doe_John@riainabox.com	2%
FirLast@riainabox.com	JohDoe@riainabox.com	2%
FLast@comply.com	JDoe@comply.com	64%
Last_First@comply.com	Doe_John@comply.com	34%
First@comply.com	John@comply.com	2%

Frequently Asked Questions

What is RIA in a Box's phone number?

You can contact RIA in a Box's main corporate office by phone at

+1-866-611-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is RIA in a Box's official website and social media links?

RIA in a Box's official website is comply.com and has social profiles on LinkedIn.

How much revenue does RIA in a Box generate?

As of August 2026, RIA in a Box's annual revenue is estimated to be $25M - $50M.

What is RIA in a Box's SIC code and NAICS code?

RIA in a Box's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does RIA in a Box have currently?

As of August 2026, RIA in a Box has approximately 17 employees across 5 continents, including North America, Asia and Europe. Key team members include Vice President Of Partnership Development: U. S., Partner: C. L. R. and Director Of Compliance: C. K. Explore RIA in a Box's employee directory with LeadIQ.

What industry does RIA in a Box belong to?

RIA in a Box operates in the Financial Services industry.

What technology does RIA in a Box use?

RIA in a Box's tech stack includes LinkedIn Ads, Pendo, iCIMS, Prometheus, Mimecast, Google Cloud, monday.com and Cursor Code Editor.

What is RIA in a Box's email format?

RIA in a Box's email format typically follows the pattern of FLast@riainabox.com. Find more RIA in a Box email formats with LeadIQ.

When was RIA in a Box founded?

RIA in a Box was founded in 2005.

RIA in a Box

Q: What is RIA in a Box's phone number?

You can contact RIA in a Box's main corporate office by phone at +1-866-611-****.

Q: What is RIA in a Box's official website and social media links?

RIA in a Box's official website is comply.com. RIA in a Box has social profiles on LinkedIn.

Q: How much revenue does RIA in a Box generate?

RIA in a Box's annual revenue is estimated to be $25M - $50M.

Q: How many employees does RIA in a Box have currently?

RIA in a Box has approximately 17 employees.

Q: What industry does RIA in a Box belong to?

RIA in a Box operates in the Financial Services industry.

Q: What technology does RIA in a Box use?

RIA in a Box's tech stack includes PortSwigger Burp Suite, Entity Framework, Oktopost, X-Content-Type-Options, CSS.

Q: When was RIA in a Box founded?

RIA in a Box was founded in 2005.

Financial ServicesNew York, United States11-50 Employees

RIA in a Box provides software focused on compliance, cybersecurity, and operational management for wealth managers and registered investment advisers. The platform helps firms streamline regulatory workflows and automate regulatory requirements. More than 2,800 registered investment adviser firms use the solution, and the company is headquartered in New York, New York as part of Comply's broader portfolio of financial services compliance offerings.

Within the financial services industry, it serves wealth management and investment organizations spanning small to large enterprise segments. In 2026, Comply Enterprise announced the launch of MCP Server, an agentic compliance platform, illustrating ongoing expansion of its compliance technology offerings.