RIA in a Box Employee Directory

Financial ServicesUnited States201-500 Employees

RIA in a Box by COMPLY is the leading provider of compliance, cybersecurity, and operational software to 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.

RIA in a Box is part of the COMPLY portfolio of solutions, which addresses 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

North America
146

United States Of America
140
Canada
6

Europe
28

United Kingdom Of Great Britain And Northern Ireland
12
Germany
3
Portugal
2
Cyprus
2
France
2
Belgium
1
Netherlands
1
Hungary
1
Italy
1
Greece
1
Norway
1
Spain
1

Asia
19

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

Africa
7

South Africa
4
Nigeria
1
Ghana
1
Tunisia
1

Oceania
4

Australia
3
New Zealand
1

South America
4

Brazil
2
Ecuador
1
Colombia
1

RIA in a Box's Leadership

M. J.
Chief Operations Officer
Mobile Phone
Email
T. T.
Chief Memory Maker
Mobile Phone
Email
A. K.
Vice President Operations
Mobile Phone
Email
M. R.
Vice President Of Sales
Mobile Phone
Email
U. S.
Vice President Of Partnership Development
Mobile Phone
Email
B. F.
President And Ceo
Mobile Phone
Email
A. H.
Cto
Mobile Phone
Email
I. R.
President/Ceo
Mobile Phone
Email

Contact profiles from RIA in a Box

Name

Title

Contact Info

Location

Last Update

P. Q.
Associate Product Manager
Mobile Phone
Email
Oct 17, 2024
R. Y.
Product Manager
Mobile Phone
Email
Oct 23, 2024
D. B.
Senior Advisor
Mobile Phone
Email
United States
Oct 19, 2025
E. U.
Senior Compliance Analyst
Mobile Phone
Email
United StatesNew York
Aug 28, 2025
T. C.
Senior Software Developer
Mobile Phone
Email
United StatesNew York
Oct 18, 2025
I. M.
Principal
Mobile Phone
Email
Oct 23, 2024
J. P.
Ui Designer
Mobile Phone
Email
United StatesNew York
Oct 24, 2025
A. V.
Voice Of Non Con-Formers
Mobile Phone
Email
United StatesSouth Carolina
Oct 18, 2025
M. G. B.
Directora
Mobile Phone
Email
Ecuador
Nov 10, 2025
S. G.
Advisor And Shareholder
Mobile Phone
Email
AustraliaQueensland
Oct 21, 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. The company's main headquarters is located in 125 Maiden Lane, Suite 15C New York, NY 10038, US; 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 201 employees as of October 2025. These team members are located across 6 continents, including North AmericaEuropeAsia.

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

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

Chief Operations Officer: M. J.
Chief Memory Maker: T. T.
Vice President Operations: A. K.
Vice President Of Sales: M. R.
Vice President Of Partnership Development: U. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

RIA in a Box Employee Directory

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

RIA in a Box Global Highlights

North America146

Europe28

Asia19

Africa7

Oceania4

South America4