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RIA in a Box Employee Directory

Financial ServicesNew York, United States201-500 Employees

Comply RIA (formerly RIA in a Box) is the leading of compliance, cybersecurity, and operational software for wealth managers and investment organizations. More than 2,800 registered investment adviser (RIA) firms use the platform to increase compliance workflow efficiency and to automate regulatory requirements.

Comply RIA is part of Comply's portfolio of solutions that address institutional and employee compliance for financial services organizations in the SMB, mid, and enterprise markets.

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

RIA in a Box Global Highlights

Location
Employees

North America
168

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  • United States Of America
    159
  • Canada
    8
  • Costa Rica
    1

Europe
38

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  • United Kingdom Of Great Britain And Northern Ireland
    18
  • Belgium
    3
  • Germany
    3
  • Spain
    2
  • Portugal
    2
  • Cyprus
    2
  • France
    2
  • Ireland
    1
  • Greece
    1
  • Norway
    1
  • Netherlands
    1
  • Hungary
    1
  • Italy
    1

Asia
21

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  • Philippines
    7
  • India
    5
  • United Arab Emirates
    2
  • Lebanon
    2
  • Thailand
    1
  • Saudi Arabia
    1
  • Israel
    1
  • Qatar
    1
  • Indonesia
    1

Africa
10

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  • South Africa
    6
  • Tunisia
    1
  • Nigeria
    1
  • Ghana
    1
  • Kenya
    1

Oceania
5

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  • Australia
    4
  • New Zealand
    1

South America
4

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  • Brazil
    2
  • Ecuador
    1
  • Colombia
    1

RIA in a Box's Leadership

  • Stylized image of a person
    J. A.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Cto
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J.
    Chief Operations Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. T.
    Chief Memory Maker
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D.
    Vice President & General Counsel
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. K.
    Vice President Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Vice President Of Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    U. S.
    Vice President Of Partnership Development
    Phone icon
    Mobile Phone

Contact profiles from RIA in a Box

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. S. R.
    Co Owner
    Phone icon
    Mobile Phone
    Brazil
    Oct 26, 2025
  • Stylized image of a person
    P. V. H.
    Owner
    Phone icon
    Mobile Phone
    NetherlandsSouth Holland
    Oct 24, 2025
  • Stylized image of a person
    R. H.
    Principal Owner
    Phone icon
    Mobile Phone
    United StatesArizona
    Oct 22, 2025
  • Stylized image of a person
    E. F.
    Owner
    Phone icon
    Mobile Phone
    United StatesArizona
    Oct 24, 2025
  • Stylized image of a person
    N. S.
    Founder/Owner
    Phone icon
    Mobile Phone
    Oct 22, 2025
  • Stylized image of a person
    C. L. R.
    Partner
    Phone icon
    Mobile Phone
    Colombia
    Oct 23, 2025
  • Stylized image of a person
    K. M.
    Owner
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Oct 18, 2025
  • Stylized image of a person
    B. P.
    Owner
    Phone icon
    Mobile Phone
    United StatesFlorida
    Nov 19, 2025
  • Stylized image of a person
    C. J.
    Director, Founder
    Phone icon
    Mobile Phone
    United StatesNew Hampshire
    Nov 11, 2025
  • Stylized image of a person
    N. S.
    Owner
    Phone icon
    Mobile Phone
    IndiaMaharashtra
    Oct 25, 2025

Frequently Asked Questions

What is RIA in a Box known for?

Minus sign iconPlus sign iconRIA in a Box was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 125 Maiden Lane, Suite 15c; 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?

Minus sign iconPlus sign iconRIA 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?

Minus sign iconPlus sign iconRIA in a Box has approximately 201 employees as of December 2025. These team members are located across 6 continents, including North AmericaEuropeAsia.

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

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As of December 2025, RIA in a Box's key employees include:

  • Ceo: J. A.
  • Cto: A. H.
  • Chief Operations Officer: M. J.
  • Chief Memory Maker: T. T.
  • Vice President & General Counsel: C. D.

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