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Company profile: RIA in a Box

1.1 - Company Overview

RIA in a Box Logo

RIA in a Box

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of SaaS compliance, cybersecurity, CRM, billing, and operational software for registered investment advisers (RIAs), wealth managers, and investment organizations, designed to increase compliance workflow efficiency.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to RIA in a Box

Forward Logo

Forward

HQ: France Website
  • Description: Provider of consulting services specializing in asset management, wealth management, reporting, and risk monitoring.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Forward company profile →
SocialPicks Logo

SocialPicks

HQ: United States Website
  • Description: Provider of an online investing community enabling individual investors to share investment ideas, exchange market research, track investment performance, and invest smarter together.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full SocialPicks company profile →
TradeWarrior Software Logo

TradeWarrior Software

HQ: United States Website
  • Description: Provider of trading and rebalancing software for investment advisers in the financial services industry, founded by advisers and launched in 2010.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full TradeWarrior Software company profile →
Smart Logo

Smart

HQ: United States Website
  • Description: Provider of information technology and services, offering investment management and advisory solutions through Stadion and ProManage, LLC, including custom solutions for retirement plan advisors, plan sponsors, and participants, managed accounts, and custom solutions to enhance financial wellness.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Smart company profile →
Babel Systems Logo

Babel Systems

HQ: United Kingdom Website
  • Description: Provider of a state-of-the-art securities processing platform for online trading providers, including platforms, new D2C propositions, stockbrokers, and wealth managers. Holds all client records of holdings across all instruments, offering a modern purpose-built alternative to older trading and processing solutions.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Babel Systems company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for RIA in a Box

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to RIA in a Box

2.2 - Growth funds investing in similar companies to RIA in a Box

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4 - Top valuation comps for RIA in a Box

4.2 - Public trading comparable groups for RIA in a Box

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4.3 - M&A Transactions similar to RIA in a Box

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About RIA in a Box

What does RIA in a Box do?

RIA in a Box is a provider of SaaS compliance, cybersecurity, CRM, billing, and operational software for registered investment advisers (RIAs), wealth managers, and investment organizations, designed to increase compliance workflow efficiency.

Who are RIA in a Box's competitors?

RIA in a Box's competitors and similar companies include Forward, SocialPicks, TradeWarrior Software, Smart, and Babel Systems.

Where is RIA in a Box headquartered?

RIA in a Box is headquartered in United States.

How many employees does RIA in a Box have?

RIA in a Box has 1,000 employees 🔒.

When was RIA in a Box founded?

RIA in a Box was founded in 2010 🔒.

What sector and industry vertical is RIA in a Box in?

RIA in a Box is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for RIA in a Box

Who are the top strategic acquirers in RIA in a Box's sector and industry

Top strategic M&A buyers and acquirers in RIA in a Box's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for RIA in a Box?

Top strategic M&A buyers groups and sectors for RIA in a Box include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in RIA in a Box's sector and industry vertical

Which are the top PE firms investing in RIA in a Box's sector and industry vertical?

Top PE firms investing in RIA in a Box's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in RIA in a Box's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in RIA in a Box's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in RIA in a Box's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to RIA in a Box include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in RIA in a Box's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for RIA in a Box?

The key public trading comparables and valuation benchmarks for RIA in a Box include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for RIA in a Box for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for RIA in a Box with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in RIA in a Box's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for RIA in a Box with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in RIA in a Box's' sector and industry vertical?

Access recent funding rounds and capital raises in RIA in a Box's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

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