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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.

Find RIA in a Box employees' phone numbers or email addresses

RIA in a Box Global Highlights

Location
Employees

North America
80

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  • United States Of America
    79
  • Canada
    1

Asia
10

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

Europe
4

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

Africa
3

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  • South Africa
    2
  • Tunisia
    1

South America
2

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  • Colombia
    1
  • Ecuador
    1

RIA in a Box's Leadership

  • Vice President Of Partnership Development at RIA in a Box
    U. S.
    Vice President Of Partnership Development
    Mobile Phone
  • Partner at RIA in a Box
    C. L. R.
    Partner
    Mobile Phone
  • Director Of Compliance at RIA in a Box
    C. K.
    Director Of Compliance
    Mobile Phone
  • Director Of Inside Sales at RIA in a Box
    J. N.
    Director Of Inside Sales
    Mobile Phone
  • Director Of Compliance at RIA in a Box
    W. C.
    Director Of Compliance
    Mobile Phone
  • Associate Product Manager at RIA in a Box
    P. Q.
    Associate Product Manager
    Mobile Phone
  • Product Manager at RIA in a Box
    R. Y.
    Product Manager
    Mobile Phone
  • Principal at RIA in a Box
    I. M.
    Principal
    Mobile Phone

RIA in a Box Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Engineering
  • Sales
  • Finance
  • Legal
  • Other
  • Business

Contact profiles from RIA in a Box

Name
Title
Contact
Location
Last Update
  • Partner at RIA in a Box
    C. L. R.
    Partner
    Mobile Phone
    Colombia
    Oct 23, 2025
  • Vice President Of Partnership Development at RIA in a Box
    U. S.
    Vice President Of Partnership Development
    Mobile Phone
    Oct 23, 2024
  • Director Of Compliance at RIA in a Box
    C. K.
    Director Of Compliance
    Mobile Phone
    Oct 23, 2024
  • Director Of Inside Sales at RIA in a Box
    J. N.
    Director Of Inside Sales
    Mobile Phone
    Jun 21, 2024
  • Director Of Compliance at RIA in a Box
    W. C.
    Director Of Compliance
    Mobile Phone
    Oct 22, 2024
  • Associate Product Manager at RIA in a Box
    P. Q.
    Associate Product Manager
    Mobile Phone
    Oct 17, 2024
  • Product Manager at RIA in a Box
    R. Y.
    Product Manager
    Mobile Phone
    Oct 23, 2024
  • Principal at RIA in a Box
    I. M.
    Principal
    Mobile Phone
    Oct 23, 2024
  • Creator at RIA in a Box
    K. C.
    Creator
    Mobile Phone
    Nov 20, 2025
  • Directora at RIA in a Box
    M. G. B.
    Directora
    Mobile Phone
    Ecuador
    Nov 10, 2025

Frequently Asked Questions

What is RIA in a Box known for?

Minus sign iconPlus sign iconRIA in a Box was founded in 2005 and operates in the Financial Services industry. You can contact RIA in a Box's 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?

Minus sign iconPlus sign iconRIA in a Box employees' email format typically follows the pattern of FLast@riainabox.com. 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?

Minus sign iconPlus sign iconRIA in a Box has approximately 17 employees as of August 2026. These team members are located across 5 continents, including North America, Asia and Europe.

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

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

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

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