Ria In A Box Acquired

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.

Ria in a box provides the leading compliance solution for investment advisers. Launched in 2005 ria in a box was acquired in 2011 by an investment group. We put the client first by delivering innovative software and expert advice. 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.

Over 3 500 advisers have trusted ria in a box as their registration compliance consultants. Ria in a box acquired gordian in october of 2019. Approximately 2 000 rias of varying sizes across the u s. 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.

No financial terms were disclosed. Currently around 1 700 registered investment advisers rias use the ria in a box platform to meet regulatory requirements. 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. 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.