Alternatives to RIA in a Box

Qria helps businesses collect and understand customer feedback with simple forms, QR codes, and AI-powered insights.

AI-enabled compliance operations infrastructure for financial services.

AI-driven platform for regulatory compliance, risk management, and actionable business insights for financial institutions.

AI compliance automation for registered investment advisors and broker-dealers

Cappitech provides regulatory reporting, best execution analysis, and business intelligence solutions for financial services.

Enterprise-grade platform for compliant business communication across mobile messaging and voice.

Global financial, software, data, and media company providing real-time information and analytics.

Automated K-1 extraction, validation, and aggregation for fund-of-funds tax compliance. Deterministic parsing with 99%+ accuracy.

The Compliance OS for Onchain Finance.

Mimos is an AI-powered Answer Engine Optimization platform that helps regulated firms get discovered on AI platforms like ChatGPT and Gemini.

Chime is a US neobank offering mobile-first banking services with no monthly fees, automated savings, and early paycheck access.

A global leader in digital payments, enabling individuals and businesses to send, receive, and manage money online.

SigmaLayer provided a platform for financial institutions to manage and automate their compliance and regulatory processes.

Streamlines regulatory compliance for financial institutions with an AI-powered platform.

Automates regulatory compliance for businesses, simplifying complex legal and financial requirements.

An all-in-one digital wallet to simplify daily transactions.

Plaid provides a data transfer network powering fintech and digital finance products.

Signifyd provides a Commerce Protection Platform for e-commerce retailers, offering guaranteed fraud and chargeback protection.

Payoneer is a global payment platform enabling businesses and freelancers to send, receive, and manage cross-border payments in multiple currencies.

Global leader in financial technology providing solutions for payments, banking, and capital markets.

A leading U.S. financial services firm offering a wide range of banking and investment services.

South African digital bank offering accessible, affordable, and transparent financial services.

An all-in-one financial services platform providing point-of-sale systems, payment processing, and business management tools.

Technology platform for financial advisors to manage client relationships and operations.

European open banking platform enabling financial data access, payments, and financial service development.

A digital asset services firm providing market making, asset management, and options trading.

Financial services and digital payments company.

Company

A free personal finance platform offering credit scores, reports, monitoring, and personalized financial product recommendations.

Automating regulatory compliance through AI.

Augustus is building the Global Dollar Bank, a modern clearing bank providing international financial institutions with direct, 24/7 access to US Dollar payment rails.

A marketplace that connects startup employees with investors to fund the exercise of their stock options, enabling employees to become shareholders without upfront costs.

AI-driven cross-channel risk management platform for online sellers, ensuring a safer e-commerce ecosystem.

AI-powered SaaS platform for automated, comprehensive background checks in the investment space.

A debt market data and analytics platform for financial services businesses.

Trustly is a global leader in Pay by Bank solutions, enabling consumers and merchants to make and receive instant, secure payments directly from bank accounts.

Fintech platform providing affordable smartphones and digital financial services to 'Every Day Earners' in Sub-Saharan Africa.

Automated financial planning and investment management platform for digital natives.

AI-native global equity compliance and management platform for multinational companies.

Online cross-border financial services platform for international workers and migrants.

A leading Indian digital payments and financial services platform enabling seamless money transfers and investments.

A retirement savings platform making 401(k)s accessible and affordable for small and medium-sized businesses.

Belvo is the leading open finance data and payments platform in Latin America.

Vantage Compliance provides a comprehensive platform for managing regulatory compliance and risk for financial institutions.

Noetica provides AI-powered knowledge extraction from complex financial documents.

Agentreg provides a platform for financial institutions to manage and automate regulatory compliance for their agents.

Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.

Customer intelligence platform for modern banking, transforming transaction data into revenue opportunities.

A mobile payment platform that allows users to send and receive money, invest in stocks, and buy Bitcoin.

A tech-powered marketplace for private credit investing, connecting borrowers, investors, and underwriters.

AI-driven diagnostics company predicting cancer treatment response from pathology slides.

A European fintech company providing payment and business management solutions for SMEs.

Financial technology company providing solutions to unlock capital and improve capital markets efficiency.

A global fintech company providing an online platform for international money transfers and related financial services.

Provides a cloud-native platform for risk analytics and derivatives trading for financial institutions.

A financial advice startup.

Tech-driven back office platform for private credit funds and securitizations in Brazil.

A Wyoming-chartered special purpose depository institution (SPDI) that provides regulated digital asset banking services and direct access to the Federal Reserve's payment infrastructure.

The leading global provider of financial APIs.