What departments does RIA in a Box have?

RIA in a Box has employees across 7 departments including Entrepreneurship, Engineering, Legal, Sales, Product Management.

What is the largest department at RIA in a Box?

The largest department at RIA in a Box is Engineering with 3 employees.

Where are RIA in a Box employees located globally?

RIA in a Box has employees across 5 continents and 16 countries including Tunisia, South Africa, United Arab Emirates, India, Lebanon.

How has RIA in a Box's team size changed over time?

RIA in a Box's team has decreased from approximately 31 to 16 employees based on available data.

Learn more at LeadIQ.com

RIA in a Box Employee Directory

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.

RIA in a Box Global Highlights

North America
88

United States Of America
87
Canada
1

Asia
11

Philippines
4
India
3
United Arab Emirates
2
Lebanon
1
Qatar
1

Europe
4

Belgium
1
Portugal
1
United Kingdom Of Great Britain And Northern Ireland
1
Italy
1

South America
4

Brazil
2
Ecuador
1
Colombia
1

Africa
3

South Africa
2
Tunisia
1

RIA in a Box's Leadership

U. S.
Vice President Of Partnership Development
Mobile Phone
Email
P. S. R.
Co Owner
Mobile Phone
Email
C. L. R.
Partner
Mobile Phone
Email
C. K.
Director Of Compliance
Mobile Phone
Email
J. N.
Director Of Inside Sales
Mobile Phone
Email
W. C.
Director Of Compliance
Mobile Phone
Email
P. Q.
Associate Product Manager
Mobile Phone
Email
R. Y.
Product Manager
Mobile Phone
Email

RIA in a Box Employee Metrics

100%

50%

2026

2025

Banking
Engineering
Sales
Finance
Legal
Other
Business

Contact profiles from RIA in a Box

Name

Title

Contact Info

Location

Last Update

P. S. R.
Co Owner
Mobile Phone
Email
Brazil
Oct 26, 2025
C. L. R.
Partner
Mobile Phone
Email
Colombia
Oct 23, 2025
U. S.
Vice President Of Partnership Development
Mobile Phone
Email
Oct 23, 2024
C. K.
Director Of Compliance
Mobile Phone
Email
Oct 23, 2024
J. N.
Director Of Inside Sales
Mobile Phone
Email
Jun 21, 2024
W. C.
Director Of Compliance
Mobile Phone
Email
Oct 22, 2024
P. Q.
Associate Product Manager
Mobile Phone
Email
Oct 17, 2024
R. Y.
Product Manager
Mobile Phone
Email
Oct 23, 2024
I. M.
Principal
Mobile Phone
Email
Oct 23, 2024
K. C.
Creator
Mobile Phone
Email
Nov 20, 2025

Frequently Asked Questions

What is RIA in a Box known for?

RIA in a Box was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-866-611-****

. Explore RIA in a Box's company overview page for more information.

What is RIA in a Box's most common email format?

RIA in a Box employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RIA in a Box email formats with LeadIQ.

How many employees does RIA in a Box have currently?

RIA in a Box has approximately 16 employees as of July 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are RIA in a Box's key employees and leadership?

As of July 2026, RIA in a Box's key employees include:

Vice President Of Partnership Development: U. S.
Co Owner: P. S. R.
Partner: C. L. R.
Director Of Compliance: C. K.
Director Of Inside Sales: J. N.

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RIA in a Box Employee Directory

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