Alternatives to RIA in a Box
RIA in a Box is a Fintech tool: provides compliance and technology solutions for Registered Investment Advisers (RIAs). Here are the 60 closest alternatives, compared on pricing, features and what real users say.
The 20 closest Fintech companies to RIA in a Box
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Qria46Customer Feedback PlatformNew York, United States$8.0MQria helps businesses collect and understand customer feedback with simple forms, QR codes, and AI-powered insights.
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AI-enabled compliance operations infrastructure for financial services.
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Behavox64FintechNew York, United States$175.4MAI-driven platform for regulatory compliance, risk management, and actionable business insights for financial institutions.
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Hadrius54FintechNew York, United States$2.0MAI compliance automation for registered investment advisors and broker-dealers
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Cappitech51FintechTel Aviv, Israel$4.0MCappitech provides regulatory reporting, best execution analysis, and business intelligence solutions for financial services.
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Cma Intelligence47FintechLondon, United Kingdom$1.0M - Website
LeapXpert63EnterpriseTel Aviv, Israel$44.0MEnterprise-grade platform for compliant business communication across mobile messaging and voice.
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Bloomberg L.P.82FintechNew York, United States$60.1BGlobal financial, software, data, and media company providing real-time information and analytics.
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Dynamic Automation40Fintech$1.5MAutomated K-1 extraction, validation, and aggregation for fund-of-funds tax compliance. Deterministic parsing with 99%+ accuracy.
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Bluprynt39FintechNew York, United States$6.0MThe Compliance OS for Onchain Finance.
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Mimos58WealthTechLondon, United Kingdom$4.5MMimos is an AI-powered Answer Engine Optimization platform that helps regulated firms get discovered on AI platforms like ChatGPT and Gemini.
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Chime77FintechSan Francisco, United States$12.7BChime is a US neobank offering mobile-first banking services with no monthly fees, automated savings, and early paycheck access.
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PayPal77FintechSan Jose, United States$9.9BA global leader in digital payments, enabling individuals and businesses to send, receive, and manage money online.
- Website SISigmaLayer21FintechNew York, United States
SigmaLayer provided a platform for financial institutions to manage and automate their compliance and regulatory processes.
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Compliancenavigator35Fintech$1.0MStreamlines regulatory compliance for financial institutions with an AI-powered platform.
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REGOLOGY55LegalTechNew York, United States$10.0MAutomates regulatory compliance for businesses, simplifying complex legal and financial requirements.
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DANA70FintechJakarta, Indonesia$200.0MAn all-in-one digital wallet to simplify daily transactions.
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Plaid70FintechSan Francisco, United States$734.3MPlaid provides a data transfer network powering fintech and digital finance products.
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Signifyd69FintechSan Jose, United States$390.0MSignifyd provides a Commerce Protection Platform for e-commerce retailers, offering guaranteed fraud and chargeback protection.
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Payoneer69FintechNew York, United States$544.0MPayoneer is a global payment platform enabling businesses and freelancers to send, receive, and manage cross-border payments in multiple currencies.
Showing the 20 closest matches. See the rest on the RIA in a Box profile.
Compare RIA in a Box head to head
Side by side on what each one does, what it costs, and what real users report.