Ria In A Box Acquired

Use the platform to increase compliance work flow efficiency.

Ria in a box acquired.

Last year ria in a box was acquired by new york based private equity firm aquiline capital partners for an undisclosed sum. Our staff of industry professionals and ex regulators guides you through the entire registration and business planning process and creates customized documents in a timely and cost efficient manner. Ria in a box acquired by private equity firm aquiline capital when an audit occurs the tool helps compliance teams streamline the information gathering and makes sure there are no gaps. Ria in a box acquired gordian in october of 2019.

The combination will bring ria in a box s industry leading software to a greater audience of registered investment advisers private funds and broker dealers. Ria in a box was launched in 2005 to offer compliance software for wealth managers. Since 2005 we take pride in partnering with our clients to establish and support the highest quality registered investment adviser ria firms in the country. No financial terms were disclosed.

Over 3 500 advisers have trusted ria in a box as their registration compliance consultants. Aquiline capital partners llc has acquired ria in a box llc a software as a service provider of compliance solutions for the registered investment adviser sector. Approximately 2 000 rias of varying sizes across the u s. Ria in a box provides the leading compliance solution for investment advisers.