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.

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

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

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.

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

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

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

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.